Hey there! We're looking for an Operations Manager for a P&C insurance agency focused on property and casualty coverage. If you are a hands-on leader, highly organized, and experienced with EZlynx and carrier websites, keep reading!
100% On-site
Salary in USD
San Antonio, TX – Reporting to US, CST
Full Time, Monday to Friday, 9 AM to 6 PM
Advanced English
About our client
You will be working for our client, a P&C insurance agency that is managing the full policy lifecycle for its clients focused on property and casualty insurance, including commercial lines. They work with multiple carriers and run a structured operation with dedicated CRM, closing, and quality control teams.
About Athyna
Athyna is a Global Talent Platform, helping align world-class talent with the best employment opportunities across the globe.
We believe in the future of work. That's why we are a 100% globally distributed team across 5 continents. We believe in people, and we value freedom, integrity, quality, and sustainability.
We're proudly carbon neutral as an organization. We're very keen on social impact - we truly care about everyone on our team, and we want to make the world a better place for all of us.
In your day-to-day, you will
Support the Agency Manager in overseeing daily operations across the full policy lifecycle
Coordinate with the CRM Team Lead to assign and monitor daily tasks across the CRM team
Oversee quoting with multiple carriers, broker applications, certificates, endorsements, and renewal preparation
Order and issue binders, certificates, policies, and endorsements, verifying accuracy before sending to clients
Process renewals with producers and agents, following agency procedures
Own customer satisfaction and retention across the team's book of business, stepping in early when issues come up
Own sales and production targets for yourself and your team
Train new hires through knowledge transfer, on-the-job training, and floor support
Review recurring reports (tasks, missed calls, renewal pipeline, new business) and drive resolution of flagged issues
Monitor adherence to SOPs, including task notation, EZlynx labeling, and folder structure
Partner with the Quality Control Lead and Service Delivery Leader to close productivity gaps and improve team knowledge
Work with the Closing Procedure Lead to keep policies moving smoothly through to close
Hold daily meetings with Team Leads to improve workflow and productivity
Report daily, weekly, and monthly deliverables to senior management independently
Support the Agency Manager on ad hoc projects, audits, and process improvements
Skills you have
5+ years of experience in P&C insurance operations, account or policy management, or team coordination
2+ years of experience in commercial lines
1+ year in a supervisory or management role
Direct P&C insurance experience with carriers, quoting, endorsements, and claims processes (this role has no ramp-up period)
Proficiency with Microsoft Office (Excel, Word, PDFs), carrier websites, and agency management systems like EZlynx
Strong organization, documentation, and communication skills
Ability to work independently
Leadership and team building skills, with the initiative to grow within the company
Authorization to work in the US (no H-1B sponsorship available)
Skills that will make you stand out
Bachelor's degree in Business, Finance, or a related field
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