Job Description

About the Company

We are a fast-growing, privately held insurance services firm with a strong reputation for client-first service, operational excellence, and long-term partnerships. From underwriting and claims support to digital solutions and compliance consulting, we’re known for delivering results with precision and care. With a strong market presence in California and ambitious plans for national growth, we’re seeking a visionary yet hands-on COO to help lead us into our next chapter.

The Opportunity

This is not your typical COO role. We’re looking for a strategic operator with deep insurance or financial industry knowledge who is just as comfortable rolling up their sleeves as they are setting long-term operational strategy. You will lead our day-to-day business operations—including risk, compliance, client services, claims, compliance, HR, and IT—while partnering directly with the CEO to drive efficiency, profitability, and culture.

This is your chance to step into a highly visible leadership role and make a lasting impact on a company poised for national growth.

What You’ll Do

• Operational Leadership: Oversee and continuously improve all internal operations, ensuring efficiency, scalability, and cross-functional alignment.
• Strategic Execution: Translate the company’s growth strategy into actionable operational plans, KPIs, and systems. Help evolve the org structure as we scale.
• Insurance Expertise: Manage key regulatory and compliance functions. Partner with Underwriting, Claims, and Risk to ensure quality, consistency, and adherence to all applicable laws (NAIC, DOI, etc.).
• Process Optimization: Identify bottlenecks, outdated workflows, or inefficiencies and lead system upgrades, automation projects, and SOP rollouts.
• People & Culture: Lead, coach, and scale high-performing teams across departments. Champion a performance-driven, service-first culture.
• Client Experience: Ensure a seamless end-to-end customer journey, from onboarding to claims resolution, that reinforces our brand promise and retains clients.
• Technology Partnership: Partner with IT and vendors on digital transformation, including systems integration, automation, and reporting.
• Risk & Compliance: Maintain and oversee enterprise risk management practices, audits, licensing, and regulatory filings.
• Executive Collaboration: Work closely with the CEO and executive team to support financial, legal, and strategic initiatives.

What We’re Looking For

• 10+ years of progressive leadership experience, with at least 5 years in an operational or executive role within insurance, financial services, or a regulated industry .
• Proven track record scaling operations within a multi-state or national footprint.
• Deep understanding of operations and compliance.
• Strong knowledge of California insurance regulations preferred ; bonus if familiar with national compliance trends.
• A clear communicator and servant leader who thrives in a collaborative environment.
• Data-driven, systems-minded, and solution-oriented.
• Bachelor’s degree required; advanced degree or insurance certifications (e.g., CPCU, ARM) a strong plus.

Compensation & Perks

• Competitive base salary + executive bonus
• Medical, dental, vision insurance
• 401(k) with match
• Generous PTO and paid holidays
• Collaborative, down-to-earth culture with real growth opportunity
• Direct access to decision-makers—your voice matters here

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