Chief Operating Officer / Integrator
About the Role
CUI Agency is seeking a Chief Operating Officer / Integrator to join during an exciting new chapter of growth. This role is designed for a proactive, thoughtful leader who builds trust by listening first and asking good questions. The ideal candidate is energized by fast growth and big goals, with a passion for developing leaders and helping people recognize their potential.
Responsibilities
- Build a trusted Visionary / Integrator partnership that turns the vision into company-wide priorities, decisions, and results
- Create a leadership team that is aligned, cohesive, accountable, and rowing in the same direction
- Move CUI toward working on the business, not only in it, with leaders taking ownership of broader company outcomes
- Develop leaders who bring greater judgment, accountability, and responsibility to the business
- Establish the right people in the right seats, with the organizational structure and leadership capacity needed for continued growth
- Create an EOS® operating rhythm that keeps priorities clear, goals visible, and commitments moving through L10s and consistent follow-through
- Build the people, processes, technology, and playbooks required to support a larger, more complex, and more profitable company
- Make systems and technology decisions that improve effectiveness now and serve CUI well for years to come
- Maintain clear visibility into financial performance, profitability, and the business decisions shaping growth
- Strengthen coordination across sales, service, finance, HR, and other functions as CUI continues to grow
- Preserve CUI's culture and core values while making the organization more consistent, accountable, and capable
- Advance CUI's organic, internal, external, and acquisition growth goals
- Complete important cross-functional priorities, including benefits integration, systems improvements, and other company-wide initiatives
Qualifications
Required:
- 5+ years of senior leadership experience running a fast-growing company, division, or similar operating entity with growth such as $5M - $20M, 20% YoY growth, or similar
- Experience managing a P&L and using financial data to guide business decisions and maintain profitability
- Cross-functional leadership across the business, such as sales, finance, HR, and client service delivery
- Experience leading and developing managers and senior leaders to deliver measurable business outcomes
- Experience scaling a business by building the people, processes, and technology needed to support growth and protect client relationships
Preferred:
- Experience leading and growing a business beyond $30M in annual revenue
- Experience in a relationship-driven financial services organization, such as insurance, employee benefits, or wealth management
Desired:
- Experience with EOS® or a similar operating system
- COO / EOS® Integrator experience
- Insurance industry experience, including property and casualty, employee benefits, or both
About CUI Agency
CUI Agency is a family-owned insurance and risk management firm with a clear vision: to become the premier insurance agency while cultivating personal growth and developing a forward-thinking culture for the future. CUI is on its way to becoming a Top 50 insurance broker in the country, with the ambition to become the top agency in the country. For over 50 years, the company has helped businesses and families navigate their coverage needs with cost-effective strategies and dedicated risk management support.
Core Values: Teamwork, Integrity, Consistency, Respect, Gratitude, Growtential, Accountability
Pay & Benefits
- Salary: $210k-$230k + performance-based bonus
- Medical, Dental, Vision, 401(k), PTO and holidays, disability coverage, and educational assistance