Chief Operating Officer

We are a fast-growing, privately held insurance services firm with a strong reputation for client-first service, operational excellence, and long-term partnerships. From underwriting and claims support to digital solutions and compliance consulting, we're known for delivering results with precision and care. With a strong market presence in California and ambitious plans for national growth, we're seeking a visionary yet hands-on COO to help lead us into our next chapter.

The Opportunity

This is not your typical COO role. We're looking for a strategic operator with deep insurance or financial industry knowledge who is just as comfortable rolling up their sleeves as they are setting long-term operational strategy. You will lead our day-to-day business operations—including risk, compliance, client services, claims, compliance, HR, and IT—while partnering directly with the CEO to drive efficiency, profitability, and culture.

This is your chance to step into a highly visible leadership role and make a lasting impact on a company poised for national growth.

What You'll Do

• Operational Leadership : Oversee and continuously improve all internal operations, ensuring efficiency, scalability, and cross-functional alignment.
• Strategic Execution : Translate the company's growth strategy into actionable operational plans, KPIs, and systems. Help evolve the org structure as we scale.
• Insurance Expertise : Manage key regulatory and compliance functions. Partner with Underwriting, Claims, and Risk to ensure quality, consistency, and adherence to all applicable laws (NAIC, DOI, etc.).
• Process Optimization : Identify bottlenecks, outdated workflows, or inefficiencies and lead system upgrades, automation projects, and SOP rollouts.
• People & Culture : Lead, coach, and scale high-performing teams across departments. Champion a performance-driven, service-first culture.
• Client Experience : Ensure a seamless end-to-end customer journey, from onboarding to claims resolution, that reinforces our brand promise and retains clients.
• Technology Partnership : Partner with IT and vendors on digital transformation, including systems integration, automation, and reporting.
• Risk & Compliance : Maintain and oversee enterprise risk management practices, audits, licensing, and regulatory filings.
• Executive Collaboration : Work closely with the CEO and executive team to support financial, legal, and strategic initiatives.

What We're Looking For

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