PDCM Insurance Inc.
Operations Manager
PDCM Insurance Inc., Petaluma, California, United States, 94954
About Arrow, A Division of Patriot Growth Insurance Services:
Arrow has been a trusted advisor for their clients for over 40 years. The company offers in-house capabilities for strategic consulting, proactive communication, and airtight compliance. Arrow offers the tools, resources, and capabilities to serve clients of all sizes and industries – all delivered by a local team.The Arrow team develops relationships built on trust, partnership, and mutual appreciation. Clients rely upon Arrow’s team of professionals to deliver employee benefits expertise, service excellence, and strategic consulting that is designed to meet their unique needs.Position Overview : The Operations Manager plays a vital part in assisting and executing operational excellence at Arrow Benefits Group. This position entails oversight of organizational activities, collaboration with department heads, and ensuring seamless execution of key functions. The Operations Manager will serve as a key liaison between management, staff, and Patriot, contributing to the overall success and growth of the Agency.Work Arrangement : This is a full-time, hybrid position reporting to our office located in Petaluma, CA. Computer equipment will be provided by the company upon hire.Professional Responsibilities:Operational & Office Management:
Maintains and develops all administrative and operational activities in alignment with organizational goals and objectives.Plans office layouts and coordinates necessary equipment, collaborating with the IT department regarding office equipment and related technology.Manages mail processes, ensuring efficiency and contributing to overall organizational effectiveness.Assumes a leadership role in overseeing general office management, including maintenance, mailing, supplies, and equipment.Coordinates and schedules meetings and appointments, contributing to decision-making processes.Identifies opportunities to streamline processes and reduce operational costs alongside the leadership team.Implements best practices to enhance operational efficiency and effectiveness.
Demonstrates an in-depth understanding of departmental functions, collaborating closely with department heads and works to create cross collaboration and synergies between department functions.Serves as a conduit between various departments (e.g. HR, IT) to ensure cohesive operations and communication.Plays a key role in the Culture Committee, managing budgets, agendas, and contributing to annual event planning strategies alongside other team members.Contract Management:
Leads the review and execution of legal contracts with vendors, ensuring compliance and negotiating favorable terms.Manages and negotiates contracts and service agreements, ensuring favorable terms and compliance.
Provides high-level guidance on crucial projects, working closely with department heads to ensure successful outcomes.Takes a lead role in onboarding and offboarding processes for employees, including teams acquired through acquisition.Qualifications and Requirements:5 to 7+ years of experience working in a management, accounting, or Human Resources position.Previous experience interacting with all levels of employees, including company leadership.Possess an understanding of the inner workings of an insurance agency, preferably employee benefits.Possess strong leadership skills to effectively guide and inspire teams, providing guidance and support to foster professional growth and development.Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.Display a high level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity.Excellent interpersonal and communication skills (both oral and written).Proficient with the use of Microsoft Office Suite and products.A passion for being part of a team that drives our company to industry leadership.Ability to establish and maintain effective working relationships with both peers and clients.Authorized to work in the U.S. without sponsorship.Preferred:Bachelor’s Degree in Business Administration, Human Resources, or a related field.Experience working in the Insurance industry, preferably in Employee Benefits.Previous experience planning and coordinating corporate events and travel.About Patriot Growth Insurance Services:
Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members, and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:Medical, Dental, and Vision Benefits.Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs.Company paid Short-Term Disability, Long-Term Disability, and Group Term Life.Company paid Employee Assistance Program.Paid holidays.Personalized PTO.401 (k).Salary Range:
$75,000 - $90,000 depending on experience.A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
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Arrow has been a trusted advisor for their clients for over 40 years. The company offers in-house capabilities for strategic consulting, proactive communication, and airtight compliance. Arrow offers the tools, resources, and capabilities to serve clients of all sizes and industries – all delivered by a local team.The Arrow team develops relationships built on trust, partnership, and mutual appreciation. Clients rely upon Arrow’s team of professionals to deliver employee benefits expertise, service excellence, and strategic consulting that is designed to meet their unique needs.Position Overview : The Operations Manager plays a vital part in assisting and executing operational excellence at Arrow Benefits Group. This position entails oversight of organizational activities, collaboration with department heads, and ensuring seamless execution of key functions. The Operations Manager will serve as a key liaison between management, staff, and Patriot, contributing to the overall success and growth of the Agency.Work Arrangement : This is a full-time, hybrid position reporting to our office located in Petaluma, CA. Computer equipment will be provided by the company upon hire.Professional Responsibilities:Operational & Office Management:
Maintains and develops all administrative and operational activities in alignment with organizational goals and objectives.Plans office layouts and coordinates necessary equipment, collaborating with the IT department regarding office equipment and related technology.Manages mail processes, ensuring efficiency and contributing to overall organizational effectiveness.Assumes a leadership role in overseeing general office management, including maintenance, mailing, supplies, and equipment.Coordinates and schedules meetings and appointments, contributing to decision-making processes.Identifies opportunities to streamline processes and reduce operational costs alongside the leadership team.Implements best practices to enhance operational efficiency and effectiveness.
Demonstrates an in-depth understanding of departmental functions, collaborating closely with department heads and works to create cross collaboration and synergies between department functions.Serves as a conduit between various departments (e.g. HR, IT) to ensure cohesive operations and communication.Plays a key role in the Culture Committee, managing budgets, agendas, and contributing to annual event planning strategies alongside other team members.Contract Management:
Leads the review and execution of legal contracts with vendors, ensuring compliance and negotiating favorable terms.Manages and negotiates contracts and service agreements, ensuring favorable terms and compliance.
Provides high-level guidance on crucial projects, working closely with department heads to ensure successful outcomes.Takes a lead role in onboarding and offboarding processes for employees, including teams acquired through acquisition.Qualifications and Requirements:5 to 7+ years of experience working in a management, accounting, or Human Resources position.Previous experience interacting with all levels of employees, including company leadership.Possess an understanding of the inner workings of an insurance agency, preferably employee benefits.Possess strong leadership skills to effectively guide and inspire teams, providing guidance and support to foster professional growth and development.Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.Display a high level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity.Excellent interpersonal and communication skills (both oral and written).Proficient with the use of Microsoft Office Suite and products.A passion for being part of a team that drives our company to industry leadership.Ability to establish and maintain effective working relationships with both peers and clients.Authorized to work in the U.S. without sponsorship.Preferred:Bachelor’s Degree in Business Administration, Human Resources, or a related field.Experience working in the Insurance industry, preferably in Employee Benefits.Previous experience planning and coordinating corporate events and travel.About Patriot Growth Insurance Services:
Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members, and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:Medical, Dental, and Vision Benefits.Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs.Company paid Short-Term Disability, Long-Term Disability, and Group Term Life.Company paid Employee Assistance Program.Paid holidays.Personalized PTO.401 (k).Salary Range:
$75,000 - $90,000 depending on experience.A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
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