Executive Operations Manager
About The Position
Our client based in San Diego, CA is seeking an Executive Operations Manager to be the right-hand to the CEO/Founder. This is a newly created role and an exciting opportunity to make a significant impact on a growing business. This is an on-site, full-time position. The Executive Operations Manager will work directly with the Founder to translate vision into structured execution. This individual will help structure operational infrastructure, coordinate underwriting and distributor activity, and drive forward key initiatives that enable scale. This role requires operational leadership, ownership, and strong judgment. It requires close collaboration with the CEO and comfort operating in an evolving, growth-stage environment. Insurance agency experience preferred.
Requirements
- Bachelor's degree in Business Administration, or related
- 5+ years in operations, executive operations, or executive- facing leadership roles
- Strong project management and execution skills
- Comfortable reviewing structured agreements and documentation
- High ownership mindset with strong independent judgment
- Advanced proficiency in Microsoft Office
- Must be able to work on-site
Nice To Haves
- 3+ experience in insurance, insurance sales, or regulated industries preferred
- Demonstrated ability to structure and improve operational systems in growing environments
Responsibilities
- Translate strategic goals into actionable project plans
- Drive execution of key initiatives with minimal direction
- Anticipate operational needs and proactively move priorities forward
- Provide structured updates and progress tracking
- Develop scalable workflows for insurance underwriting coordination (15–25 cases simultaneously)
- Build documentation standards and internal operational procedures
- Identify bottlenecks and implement process improvements
- Coordinate independent distributors
- Plan and execute training workshops and strategic meetings
- Manage logistics, scheduling, and materials preparation
- Review agreements for completeness and operational alignment (non-legal review)
- Update and maintain internal collateral and documentation
- Support documentation practices aligned with regulatory and partner requirements
- Coordinate with external marketing and website vendors
- Manage timelines and deliverables for collateral development
- Oversee cross-functional initiatives to ensure timely execution
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What This Job Offers
Job Type
Full-time
Career Level
Executive
