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Agency and Founder Relationship Management - Serve as primary liaison to independent agency founders and key staff, foster collaboration and team cohesion, gain buy-in for operational changes, and communicate benefits, including impacts on management incentive units. Strategic Revenue and Contract Optimization - Align revenue-related activities, processes, and resources for efficiency and profitability, negotiate better contracts with carriers, and leverage combined agency scale.

Job Description: A growth-focused investment firm is seeking a Senior Vice President of Operations. The Senior Vice President of Operations is a hands-on change agent who understands insurance operations. This dynamic, ever-changing role bridges the organization and independent agencies, aligning teams while building operational rigor without disrupting what already works. The SVP will lead systems implementations, standardize back-office operations, streamline onboarding, improve data and process reliability, and drive AI initiatives. Success requires agility, strong people skills, and the ability to turn operational changes into tangible benefits for both agencies and their founders. This is a retained search. Responsibilities:<ul><li style="margin:0in 0in 8pt">Operational Integration and Process Optimization - Drive transition to a structured, efficient agency model; document current processes; standardize back-office operations such as claims, onboarding, and underwriting; identify efficiency and reliability improvements.</li><li style="margin:0in 0in 8pt">Agency and Founder Relationship Management - Serve as primary liaison to independent agency founders and key staff, foster collaboration and team cohesion, gain buy-in for operational changes, and communicate benefits, including impacts on management incentive units.</li><li style="margin:0in 0in 8pt">Technology and Automation Leadership - Sponsor and support technology initiatives, implement AI tools and software integrations, automate workflows, and enhance data accuracy and operational efficiency.</li><li style="margin:0in 0in 8pt">Strategic Revenue and Contract Optimization - Align revenue-related activities, processes, and resources for efficiency and profitability, negotiate better contracts with carriers, and leverage combined agency scale.</li><li style="margin:0in 0in 8pt">Data Management and Reporting - Own systems and data projects across all businesses, ensure consistent and reliable financial, operational and KPI reporting, and support data-driven decision-making.</li></ul> Requirements:<ul><li style="margin:0in 0in 8pt">7+ years of commercial lines property and casualty insurance experience, ideally reflecting a 70% commercial mix</li><li style="margin:0in 0in 8pt">Knowledge of independent, “Main Street” insurance agencies</li><li style="margin:0in 0in 8pt">Demonstrated operational experience within both small, entrepreneurial agencies and larger, structured corporate organizations</li><li style="margin:0in 0in 8pt">Proven track record with systems integrations, implementations, and process improvements</li></ul>

The Jacobson Group

Senior Vice President of Operations

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Senior Vice President of OperationsThe Jacobson Group

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