Strategic Leadership
- Develop and execute the long term vision and strategy for Insurance Service Delivery.
- Build scalable operational models that support company growth while maintaining service quality.
- Establish annual goals, KPIs, and strategic initiatives aligned with company objectives.
- Partner with executive leadership on organizational planning, workforce strategy, and business expansion.
- Drive innovation and operational transformation across service delivery functions.
- Evaluate new service offerings and opportunities to expand partner value.
Partner Consulting & Strategic Workflow Advisory
- Partner with partner leadership to evaluate opportunities for workflow standardization, technology enablement, automation, and expanded service support.
- Translate partner business objectives and operational challenges into actionable service solutions, implementation priorities, and continuous improvement initiatives.
- Serve as a strategic advisor to partners, providing insurance operations expertise and recommendations that extend beyond day to day service delivery.
- Facilitate executive and operational partner meetings focused on workflow design, service strategy, process improvement, scalability, and business outcomes.
- Lead consultative workflow reviews with partners to evaluate current-state operations, identify gaps, and recommend future state processes aligned with best practices and organizational capabilities.
Operational Excellence
- Establish operational standards, governance, and best practices.
- Drive continuous improvement focused on efficiency, quality, scalability, and profitability.
- Standardize workflows, documentation, quality controls, and delivery methodologies.
- Identify operational risks and implement mitigation strategies.
Leadership & Organizational Development
- Lead, mentor, and develop relationship managers.
- Build a culture of accountability, collaboration, and continuous improvement.
- Partner with HR on recruiting and performance management.
- Foster collaboration across U.S. and offshore operations.
Service Delivery Operations
- Provide executive oversight of onboarding, policy servicing, renewals, endorsements, certificates, billing support, document processing, downloads, and agency support.
- Optimize staffing models, workload balancing, and resource utilization.
- Support expansion into new service offerings.
Project Management & Execution
- Lead complex, cross-functional projects and strategic initiatives from scope definition and planning through implementation, stabilization, and completion.
- Develop project plans, timelines, milestones, ownership structures, and clear success criteria to drive accountability and on-time execution.
- Coordinate resources and dependencies across Operations, Technology, Product, Training, QA, Sales, and other stakeholders.
- Proactively identify project risks, roadblocks, and competing priorities, escalating and resolving issues before they impact delivery.
- Provide executive-level visibility into project status, key decisions, risks, and outcomes.
Technology & Process Improvement
- Partner with Technology and Product teams to improve automation and workflows.
- Champion technology adoption and process standardization.
- Support implementation of new insurance platforms and integrations.
Required Qualifications
- 10+ years of leadership experience within Property & Casualty insurance operations.
- 5+ years leading multi-functional operational teams at the Director or VP level.
- Demonstrated success scaling service organizations.
- Extensive knowledge of agency operations including policy servicing, endorsements, certificates, renewals, billing, downloads, document management, and partner service.
- Experience leading onboarding, implementation, or service delivery organizations.
- Strong project management experience with demonstrated success leading multiple complex initiatives, managing timelines and dependencies, and driving cross-functional teams to completion.
- Experience leading distributed and offshore teams.
- Excellent executive communication and strategic leadership skills.
- Demonstrated experience leading consultative partner engagements, workflow assessments, and executive-level operational reviews.
Preferred Qualifications
- Strong project management experience leading complex, cross-functional initiatives, implementations, and operational projects from planning through successful completion.
- Experience with AMS360, Applied Epic, EZLynx, HawkSoft,or similar platforms.
- Experience with Power BI and operational dashboards.
Vice President Insurance Service Delivery in anaheim at Unknown Company
This position is listed as full time and onsite.