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Senior Vice President, Platform Leader, Northwest

Trucordia

Seattle, WA

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JOB DETAILS
SKILLS
Accounting, Best Practices, Brand Marketing (Branding), Brokerage, Business Administration, Centralized Operations/Management, Entrepreneurship, Finance, Financial Management, Financial Strategy, Flexible Spending Accounts, Health Insurance, Hospital, Insurance, Leadership, Management Strategy, Marketing, Medical Genetics, People Management, Performance Management, Performance Metrics, Philosophy, Productivity Management, Profit & Loss Management, Purchasing/Procurement, Reconciliation, Recruiting/Staffing Agency, Sales, Sales Operations, Salesforce.com, Set Goals, Standard Operating Procedures (SOP), Strategic Planning, Training/Teaching
LOCATION
Seattle, WA
POSTED
1 day ago
Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values
  1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
  2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
  3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"?
  4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
  5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities.


Job Description

The Senior Vice President (SVP) is responsible for maintaining the overall health of the assigned platform. This includes managing the financial performance, employee culture and operations within the platform. The SVP will coordinate amongst Platform players, representatives from Central Operations, carriers, and vendor partners to achieve company-set targets, objectives and growth. The SVP will report to the Trucordia Chief Operating Officer.

Key Responsibilities:
  • Work with Central Operations to set and manage the P&L for the Platform.
  • Ensure growth objectives are met consistently by creating and maintaining a strong growth and sales culture.
  • Design and implement sales KPI's and monitor for progress and possible course-correction.
  • Work to recruit effective Producers within the Platform. Ensure best-practices and adoption of Salesforce capabilities.
  • Collaborate with Central Operations including the Executive team, Accounting, Finance, IT, Marketing, Carrier Relations, and other departments to execute strategic initiatives.
  • Manage the People within the Platform through hiring efforts and recruiting, overseeing training and development, managing performance, maximizing productivity, and owning the compensation parameters.
  • Provide input on the design of Trucordia best practices and SOP's, and implement them within the Platform.
  • Work with the Carrier Relations and Operations team to create, implement and monitor broking and carrier management strategies. Continuously examine the market for additional Carrier opportunities. Monitor efforts to maximize contingencies.Collaborate with Marketing on employee and client communications. Identify and participate in any local marketing events, association meetings, industry meetings, charity events, etc. Migrate each individual office within the Platform to Trucordia branding fully.
  • Implement best practice operations to minimize and prevent E&O claims.
  • Create and implement strategic initiatives to acquire target and desirable firms in order to expand Trucordia and Platform footprint.
  • Adhere to financial, accounting and commission reconciliation schedules into Central Finance function.
Qualifications
  • 10+ years' experience in senior or executive leadership with an insurance brokerage environment.
  • Demonstrated ability to create and execute strategic financial, sales and operational initiatives.
  • Significant background in creating, building and developing goal-achieving teams.
  • Bachelor's degree in Business Administration, Entrepreneurship, Finance, Insurance or similar area of study. MBA or Advanced Degree preferred.
Additional Information

Please see our company Benefits:
  • Medical, Dental, Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the "Company") is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

About the Company

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Trucordia