Sales & Service Operations Leader | Data-Driven Role in Insurance Agency

Are You a Data-Driven Leader Who Can Make Things Happen?

If you're a highly analytical, process-driven individual who thrives on turning data into action, this is the role for you. Our agency is looking for a Sales & Service Operations Leader to help us track key performance indicators, improve operational efficiency, and implement strategies that drive revenue growth.

• This position is ideal for someone who:
• Loves analyzing data but also wants to make a real impact on the business.
• Understands sales & service metrics and how they affect agency growth.
• Is detail-oriented but also thrives in a fast-paced, people-driven environment.
• Wants a long-term role where they can grow with the agency.

Responsibilities - What You’ll Be Doing:

• Data Analysis & Reporting: Track trends in sales, service, and agency performance using Excel/Google Sheets.
• Sales & Service Optimization: Identify areas where we can improve conversion rates, client retention, and revenue growth.
• Process Improvement: Implement efficient workflows to increase productivity across the team.
• Agent Support & Training: Help ensure agents are licensed, trained, and equipped to succeed.
• CRM & Reporting Oversight: Maintain and analyze data to support sales efforts and customer service.
• Operational Leadership: Be the owner of agency metrics—helping drive accountability and success.

Experience - What We’re Looking For:

• Strong background in Excel/Google Sheets – Can build reports, track KPIs, and analyze trends.
• Experience in sales, service, or operations – Insurance industry preferred but not required.
• A problem solver – You don’t just look at data; you figure out how to improve performance.
• A hands-on leader – Willing to take ownership and execute on strategy.
• Insurance experience or willingness to get licensed – Understanding of agency metrics & performance is key.
• Strong organizational and communication skills – Ability to work closely with sales, service, and leadership.

Ready to Make an Impact? Apply Today!

If you're looking for a high-level operations role where your analytical skills and leadership will directly impact business success, this is the perfect opportunity for you!

Apply Now and let’s grow together!

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance