Operations Manager

Responsibilities

• Track and manage compliance deadlines — carrier requirements, licensing renewals, regulatory filings — so nothing expires without warning.
• Support payroll processing and accounting workflows, catching discrepancies before they reach Katie.
• Run the hiring and onboarding process end-to-end — postings, screening, scheduling, and first-day coordination.
• Cook up IT troubleshooting and technology vendor relationships; keep agency management systems operational.
• Manage the firm’s operational calendar — meetings, deadlines, and internal follow-ups on radar before they’re due.
• Handle confidential employee and business information with professional discretion at all times.
• Support Katie on operational projects and special initiatives when they arise.

Qualifications

• At least 2 years of experience in administrative, operations, or executive support.
• Proficiency with Microsoft Office and comfort learning new software platforms.
• Demonstrated ability to manage multiple priorities and deadlines simultaneously.
• Professional discretion with confidential information.
• US work authorization.
• Absolutely no requirement to have insurance or financial services experience, as we provide training.
• No specific degree or prior payroll/accounting certification required.