Chief Operating Officer

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Chief Operating Officer to their team at Pierce Insurance .

Position Summary:

The Chief Operating Officer is responsible for leading all operational functions of Pierce Insurance Agency and ensuring the organization delivers a consistent, scalable, and profitable client experience. The COO partners with agency leadership to execute strategic priorities while maintaining the agency's high-touch service model and supporting continued growth.

The COO oversees implementation, account management, customer service, enrollment operations, call center functions, technology operations, billing administration, project management, reporting, and operational governance.

Key Responsibilities:

Operational Leadership

• Lead day-to-day agency operations.
• Design and implement scalable business processes.
• Establish operational standards, policies, and performance expectations.
• Create accountability frameworks across departments.
• Reduce dependency on individual knowledge and manual workflows.

Financial Visibility & Reporting

• Develop agency-wide operational and financial reporting.
• Establish KPI dashboards for:

• Revenue
• Commissions
• Profitability
• Client retention
• Enrollment performance
• Service metrics

• Partner with finance to improve forecasting and budgeting.
• Monitor operational efficiency and resource allocation.

Client Service & Account Management

• Oversee account management and customer service teams.
• Create clear ownership models for client servicing.
• Establish service standards and escalation procedures.
• Improve client retention and satisfaction.
• Drive strategic account review processes.

Implementation & Project Management

• Build a formal project management framework.
• Standardize implementation timelines, milestones, and deliverables.
• Improve cross-func