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Skills: Applied Epic, Agency Management Systems, Process Optimization, AI Solutions, Automation
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Full-time
Paid time off, Employee benefits
Posted 13d ago
~40 hrs/week
Responsibilities
The Agency Operations Manager will serve as the power user for Applied Epic and manage the deployment and integration of core systems and AI tools. They will also lead cross-agency standard operating procedures, continuous improvement initiatives, and post-acquisition integration efforts.
Requirements
Candidates should have hands-on mastery of agency management systems, specifically Applied Epic, and a proven track record in process optimization and automation. Strong analytical, problem-solving, and coaching skills are required to effectively manage distributed teams and high-growth initiatives.
Full job description
About Bay Road Insurance Partners
Bay Road Insurance Partners is a roll-up platform that acquires, integrates, and grows retail insurance agencies serving individuals and small businesses across the Southeast. Our vision is to be a best-in-class insurance organization by being the acquirer of choice for local agencies, investing in profitable organic growth and providing our teams with the tools and resources they need to succeed. We are backed by The Brydon Group, a veteran-led private equity fund based in Washington, DC.
The Opportunity
We are seeking an Agency Operations Manager who will roll up their sleeves to help Bay Road achieve its goal of growing to $20 million of revenue over five years. Reporting to the Director of Business Operations, you will be our go-to expert on Applied Epic (our agency management system), other core systems, and AI solutions powering our platform. You will deploy the latest capabilities and enable agency teams to use them to the fullest. You will own cross-agency standard processes, lead continuous improvement and post-acquisition integration. You’ll thrive in an entrepreneurial environment and execute both independently and alongside cross-functional teammates.
Core Responsibilities
Systems & enablement
Serve as Bay Road’s power user of Applied Epic, configuring and deploying its latest features and innovations
Manage deployment, integration, and administration of key systems with external partners (AMS, CRM, telephony, AI, analytics, and other tools)
Coach agency teams to use our technology and reporting to their full potential
Build and apply Bay Road’s AI toolkit and spearhead agency automation efforts
Operational excellence
Own cross-agency standard operating procedures and process optimization
Partner with sales leaders and Agency Process Champions to identify, analyze, and fix operational gaps, continuously explore opportunities for operational effectiveness, and propose and implement best practices or new solutions
Identify, diagnose, and address process gaps that introduce data-quality issues
Enable agency teams to consistently execute workflows across agencies
M&A integration execution
Manage the execution of the post-acquisition integration playbook as part of our value-creation plan
Coordinate various functions through integration including finance, HR, IT, sales, and service
Track integration KPIs to capture expected value and continuously improve our integration capabilities
Strategic projects
Lead high-priority initiatives that develop and scale the Bay Road platform, drive organic revenue growth or expand margin
Requirements
Hands-on mastery of agency management systems is preferred (primarily Applied Epic) including configuring and deploying AMS features and latest capabilities
Proven track record of optimizing processes, deploying AI and automation solutions, implementing best practices, and defining standard operating procedures
Bias for action balanced with empathy; a demonstrated ability to coach non-technical teams to adopt new tools and processes, and to build capability and trust
Strong analytical, problem-solving, organizational and process management skills, with the ability to execute strategic plans, prioritize ruthlessly, and run concurrent projects
Inner drive and the ability to thrive in a fast-paced, high-growth, distributed environment
We are open to candidates that are South Florida-based or remote, with travel up to 50% of the time. Current office locations are in Florida (Miami, Key Largo, Boca Raton and Port St. Lucie).
Benefits
Compensation & Benefits
Full-time salaried position; compensation depends on experience
Tech-enabled retail insurance agency serving individuals and small businesses in the Southeast
Industry
Insurance Agencies and Brokerages
Company size
11-50 employees
Founded
2024
Headquarters
Miami, Florida
LinkedIn followers
184
Bay Road Insurance Partners is a retail insurance agency platform focused on serving individuals and small businesses in the Southeast. Our vision is straightforward: Build a best-in-class insurance organization by being the acquirer of choice for local agencies, invest in profitable organic growth and provide our team with the tools they need to be successful.
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