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Operations Lead, Integrations

1 month, 3 weeks ago
United States
Full-time
Senior
Operations Manager
Project and Program Management
Apply Now

Equal Parts

Equal Parts is a 2025-founded Austin-based insurance company/platform that acquires independent agencies and augments them with AI tools. Its positioning is “AI should enhance, not replace” human relationships in insurance.

Insurance Agencies and Brokerages
1-10
Founded 2025
$10M raised
View All Jobs 2

Description

  • Act as a primary point of contact for newly acquired agencies during the first 90 days of integration.
  • Standardize operational workflows across locations to create a unified company operating model.
  • Assist with migrating client data from legacy agency management systems to the core platform.
  • Manage the appointment process for producers across multiple carriers to avoid gaps in binding authority.
  • Review carrier contracts and profit-sharing agreements to improve overrides and bonuses across the consolidated book of business.
  • Serve as the liaison between the agency and carrier field representatives.
  • Assist with tracking and renewing corporate and individual resident and non-resident licenses.
  • Support internal audit procedures to maintain E&O compliance and adherence to state insurance department regulations.
  • Consolidate and manage relationships with third-party vendors, including IT, office supplies, and janitorial providers.
  • Maintain the employee handbook and operational SOPs, and develop and monitor KPIs related to agency productivity and operational health.

Requirements

  • 5+ years of experience in insurance operations or agency management.
  • Prior experience in an M&A or high-growth environment is highly preferred.
  • Deep understanding of NIPR and state-specific licensing requirements.
  • Advanced knowledge of agency management systems such as Vertafore/AMS360, Applied/Epic, or EZLynx.
  • Exceptional project management skills and the ability to manage multiple moving parts without losing focus on the details.

Benefits

  • Major medical health insurance with employer contributions toward premiums.
  • Access to voluntary benefits including dental, vision, supplemental life, disability, and accident coverage.
  • A comprehensive benefits package supporting health, well-being, and financial stability.

Interested in this position?

Apply directly on the company website

Apply Now

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