Predictive Strategies

Operations Officer – Insurance Agency, Individual Lines

Predictive Strategies

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $135,000 - $160,000 per year

About the role

  • Support and improve day-to-day agency operations
  • Help establish and manage carrier relationships and appointments
  • Oversee agent licensing, onboarding, and compliance processes
  • Build and improve internal workflows and processes
  • Track and manage timelines to ensure execution stays on track
  • Identify and resolve operational gaps or inefficiencies
  • Work closely with leadership to support overall growth

Requirements

  • 5+ years of experience in an insurance agency environment selling individual policies (life insurance strongly preferred; individual health or personal lines also relevant)
  • Experience with agency operations, licensing, onboarding, or compliance
  • Ability to take ownership and work independently
  • Strong organizational and problem-solving skills
  • Comfortable working in a growing, evolving environment
Benefits
  • Bonus based on performance
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
agency operationslicensingonboardingcomplianceindividual policieslife insuranceindividual healthpersonal lines
Soft Skills
ownershipindependenceorganizational skillsproblem-solving skills