Director of Business Operations – Performance

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EPIC Insurance Brokers & Consultants

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 Seed Round on 2007-01

Insurance • B2B • Consulting

EPIC Insurance Brokers & Consultants is a leading insurance brokerage and consulting firm that specializes in providing comprehensive insurance solutions and risk management services to businesses and individuals. With a focus on innovation and customer service, EPIC leverages its expertise to help clients navigate the complex insurance landscape and ensure they have the right coverage for their needs. The firm operates with a commitment to its core values of integrity, excellence, and teamwork, striving to deliver exceptional value to every client.

📋 Description

• Lead the development and evolution of the Business Operations & Performance function. • Establish management systems that connect strategy, sales, delivery, staffing, financial performance, and organizational priorities. • Partner with senior leadership to improve operational effectiveness, business visibility, decision-making, and accountability. • Build and maintain operating rhythms including monthly business reviews, forecasting processes, KPI reporting, performance reviews, and leadership dashboards. • Facilitate cross-functional alignment across Sales, Consulting, Product, Analytics, Operations, Finance, and Client Success. • Develop governance structures, operating processes, and decision frameworks that improve scalability and organizational effectiveness. • Assess future organizational needs and develop recommendations regarding the growth and structure of the Business Operations function.

🎯 Requirements

• 10+ years of progressive experience in Business Operations, Financial Planning & Analysis, Sales Operations, Revenue Operations, Consulting Operations, Strategy, or related business management roles. • Demonstrated experience supporting senior leadership teams with forecasting, planning, performance management, and strategic decision-making. • Strong understanding of professional services economics, resource planning, utilization management, and profitability analysis. • Experience developing KPI frameworks, dashboards, operating reviews, and management reporting systems. • Proven ability to influence across multiple business functions without direct authority. • Advanced analytical, financial modeling, planning, and problem-solving capabilities. • Strong written and verbal communication skills with the ability to communicate effectively with senior leadership.

🏖️ Benefits

• Generous Paid Time off • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave • Generous employee referral bonus program of $1,500 per hired referral • Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! • EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation • We’re in the top 10 of property/casualty agencies according to “Insurance Journal”