Operations Officer – Insurance Agency, Individual Lines

Job not on LinkedIn

🕒 April 16

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Logo of Predictive Strategies

Predictive Strategies

11 - 50 employees

🤝 B2B

🏢 Enterprise

📱 Media

B2B • Enterprise • Media

Predictive Strategies is a marketing and customer engagement firm that leverages consumer behavior insights and advanced analytics to deliver hyper-personalized, multi-channel marketing programs. They provide services including personalized video campaigns, campaign and lead management, loyalty and service reminders, claims and recall management (notably automotive recalls), creative asset development, and specialty programs focused on improving conversion, compliance, and customer lifetime value. Their approach centers on hyper-segmentation, next-best-action orchestration, response optimization, and real-time tracking to drive measurable engagement and operational efficiencies for business clients.

📋 Description

• Support and improve day-to-day agency operations • Help establish and manage carrier relationships and appointments • Oversee agent licensing, onboarding, and compliance processes • Build and improve internal workflows and processes • Track and manage timelines to ensure execution stays on track • Identify and resolve operational gaps or inefficiencies • Work closely with leadership to support overall growth

🎯 Requirements

• 5+ years of experience in an insurance agency environment selling individual policies (life insurance strongly preferred; individual health or personal lines also relevant) • Experience with agency operations, licensing, onboarding, or compliance • Ability to take ownership and work independently • Strong organizational and problem-solving skills • Comfortable working in a growing, evolving environment

🏖️ Benefits

• Bonus based on performance • Dental insurance • Health insurance • Paid time off • Vision insurance

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