Operations Coordinator

Bowermaster & Associates Insurance Agency is looking for a talented Operations Coordinator to be the supportive force that empowers our Strategic leadership Team (SLT) and contributes to the overall efficiency of our organization. Here at Bowermaster & Associates Insurance Agency, we’re committed to creating a culture where employees feel valued. We thrive when our people thrive. We are a division of Patriot Growth Insurance Agency which allows us to partner with the strength of a national company while maintaining our boutique experience and agency culture with our clients.

POSITION SUMMARY:
The Operations Coordinator reports directly to the Agency President/Managing Principal to provide oversight on all administrative and operational activities for the agency. This position is responsible for overseeing effective operating procedures, office purchasing requests, technology support, and agency facilities so the agency runs smoothly, efficiently, and successfully. This position has a comprehensive knowledge of the overall department functions and works with departments heads on strategy and implementation.

ESSENTIAL FUNCTIONS:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Define, implement, revise, and monitor operational, office health, ergonomics, and safety, including local compliance (i.e., Covid protocols)
• Act as primary Executive Assistant to Agency President /Managing Principal by managing schedule, coordinating meetings, email management, facilitate communication, client communication, and follow-up between departments and mangers, expense management, travel arrangements, client support as needed Act as primary Executive Assistant to Agency President /Managing Principal by managing schedule, coordinating meetings, email management, facilitate communication, client communication, and follow-up between departments and mangers, expense management, travel arrangements, client support as needed
• Maintains the general office condition, including oversight of the maintenance of the building and acts as the primary liaison with the landlord, and building access and security as well as scheduling hoteling for hybrid employees, and office moves and logistics as appropriate
• Manages contract and price negotiations with office vendors, service providers, and equipment leases on behalf of the agency.

• IT point of contact; oversees and supports the working relationship with the agency’s IT provider, coordinates the identification and prioritization of IT projects and workload, and manages the IT hardware inventory; set up of new hires and employee equipment needs on an on-going basis.
• Acts as the point person for the agency technology applications and back-end systems, including implementation and integration into the agency.
• Troubleshoot software, hardware and phone difficulties, and general office management questions reported by the employees and management in a timely manner.
• Serves as the point person for office duties including mail pick up/drop off, ordering supplies, and equipment management. Oversees the office supply and equipment budget, printing needs, birthdays, anniversaries, recognition, and team building events.
• Runs errands as needed at the direction and approval Agency President/Managing Principal
• Coordinates on-site HR support by working with PGIS/Regional HRM on new hire paperwork, identify technology needs, workspace preparation, and orienting the new staff member into the Bowermaster culture and training in conjunction with hiring manager
• Provides support to visitors and strategic partners hosting events at Bowermaster.
• Participates as an adjunct member of the Strategic Leadership Team (SLT) including assisting in scheduling meetings, taking minutes, creating agendas, creating PowerPoint presentations, and attending all meetings

• Participates with the recruiting process by interviewing candidates, as requested by management in conjunction with Regional HRM
• Works alongside the Agency President/Managing Principal to successfully integrate outside agencies that are merging with Bowermaster & Associates.
• Acts as the point-person between PGIS and Arrow Benefits on pandemic related needs and is the agency point person for COVID-19. Communicates with staff, as needed, enforces state and local requirements, and provides notices to staff regarding potential exposure.
• Carry out additional projects, as needed; plan, direct and coordinate activities of designated project to ensure that goals and objectives of projects are accomplished within the prescribed time frame and funding parameters.
• Proactively establish and maintain effective working team relationships with all departments, including planning and budgeting for team building events
• Oversee resource relationships and implementation – Zywave, Mineral, etc. (can involve direct customer communication)
• Support marketing, branding, and social media functions (work with outsourced marketing director)
• Oversee employee licensing and carrier access
• Oversee subpoenas and legal requests

REQUIRED EDUCATION & EXPERIENCE:

• Bachelor’s degree in business administration, or similar field of study or equivalent experience.
• Advanced knowledge of personal computers and MS Office applications, database administration and website navigation, with the ability to operate standard office equipment.
• Knowledge of industry operations.
• Successful work history in a professional office setting related to project management and the proven ability to develop and maintain collaborative relationships.

Why Patriot?

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. Patriot’s collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. With over 120 offices in 21 states and more than 1,300 professionals, Patriot is a top 50 U.S privately held insurance agency that also ranks in the top-20 amongst privately held employee benefit agencies.

Patriot offers the opportunity to be a part of a fast-growing company at its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)
• “Dress For Your Day” Casual Dress Code

Patriot Growth Insurance Services is an Equal Opportunity employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status.