CFO / COO

Practice Manager at The Jonus Group Specialized in Professional Services Recruiting : Legal, Accounting / Finance, and Human Resources

CFO / COO

About The Role

A Dallas based insurance agency in the construction space is seeking a highly skilled CFO / COO to join their growing team. Partnering with the President, the CFO / COO will have overarching responsibility for all day-to-day operations. Ideal candidate has experience running the office for a small to mid-sized insurance agency handling bookkeeping / accounting, HR, IT, etc. Must have insurance experience, preferably with an agency, wholesaler, or MGA. Hybrid in office 3 days per week.

Key Responsibilities

• Office Management- assist with running the office.
• Handle bookkeeping / accounting.
• Has a working knowledge of the agency management software (TAM and Applied Epic).
• Improve daily organization and workflows to ensure maximum operational efficiency.
• Ensures regulatory compliance of the agency.
• Monitor production and monthly goals for all producers. Team of 6-7.
• Oversees, implements, and refines agency budget and company operations to ensure company targets for revenue and profitability are met.
• Maintains and builds trusted relationships with key customers, partners, vendors, management, and stakeholders.
• Supports the President in all aspects of the business and operations.

Skills

Compensation Package

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