Leavitt Pacific Insurance Services ("LPIB") has an opening for the position of Vice President of Operations. LPIB is a retail insurance agency located in San Jose, California. The agency offers commercial, health, and personal lines of insurance coverage. There are 35 employees including both office based and remote based staff. The agency is part of the Leavitt Group and is a dynamic growing agency in the California market.

The Vice President of Operations is responsible for the day-to-day operations of the agency and is a member of the senior management and executive team for the agency. The position will recommend strategies for improving day-to-day operations and will implement approved processes and procedures that will enhance the performance of the agency. The position will work closely with the Managing Co-Owners to establish annual financial and growth goals for the agency and will establish and implement best operational practices within the agency to help meet those goals. The position will assure adequately trained and skilled team members are in place to achieve all agency objectives and goals.

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Key Responsibilities

• Oversee all day-to-day agency operational activities.
• Identify opportunities for new processes and improvements
• Recruit, hire, develop, mentor, and maintain a dynamic team of professionals.
• Supervises all support team department managers.
• Develop a business plan and financial goals for the agency, through collaboration with management. Achieves financial goals through execution of approved plans and strategies, for support staff.
• Manage budgets, approve expenses, and prepare timely reports as requested.
• Fulfills other duties as assigned.

Relationships and Roles:

The position will report to the agency Co-Owners and will work with the Executive Team, Leavitt Group management and key personnel, and agency department managers.

Skills and Job Qualifications:

• Strong management & leadership skills
• Strong interpersonal communication skills, works well with others across the organization and its locations
• Bachelors or Associates is preferred but not required.
• Experience with agency management systems and system conversions
• Experience with MS Excel, MS Word and Power Point applications.
• Strong understanding of insurance products and insurance client requirements.
• Strong verbal and written communication skills.
• Must hold and maintain a CA Property and Casualty Insurance license.
• A minimum of 5 years experience in the commercial lines insurance industry

Working Conditions:

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  The position is primarily an office position.
• Will perform work on a computer (desktop and laptop), mobile phone (voice, email, text, and data), and office phone throughout the day
• Physical demands include the ability to lift and move objects (typically up to10 lbs), visually monitor information/data on a computer screen.
• Travel as required to corporate events and meetings

The working environment described above provides a detailed representation of what employees might encounter in the workplace while performing the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the job.

This job description is not designed to cover or to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.

Leavitt Pacific offers an attractive base salary and benefits package including a 401 K with company matching up to 3%

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