Job Description
Job Summary: The Chief Operating Officer will serve as a key strategic partner to the CEO, responsible for translating vision into execution across all areas of the business. This is a highly cross-functional leadership role that spans operations, product and technology delivery, sales and marketing, revenue growth, and people, designed for a seasoned operator who can think both strategically and roll up their sleeves to get things done.
The ideal candidate brings a rare combination of deep knowledge of the insurance industry and the operational discipline of a high-performing SaaS company. They are energized by building systems, developing talent, and driving results in an environment where the stakes are high and the opportunities are significant.
Job Description: Strategic Leadership & Execution - Partner closely with the CEO to develop and execute Insuresoft's growth strategy and operational roadmap
- Translate company goals into clear priorities, plans, and measurable outcomes across all departments
- Lead cross-functional planning cycles including annual operating plans, budgeting, and quarterly business reviews
- Identify and act on opportunities to improve efficiency, scalability, and competitive positioning
Operations & Scaling - Own the design and continuous improvement of operational processes, workflows, and infrastructure that support sustainable growth
- Establish and monitor key performance indicators (KPIs) across the business, using data to drive decisions
- Ensure consistent, high-quality delivery of products and services to clients at scale
- Lead vendor relationships, contract negotiations, and operational partnerships
Client Experience & Relationships - Own the end-to-end client experience, ensuring consistency, quality, and accountability across all client touchpoints
- Build and maintain strong executive relationships with key clients, acting as a strategic partner and escalation point when needed
- Drive a culture of client-centricity across the organization, aligning teams around client outcomes and long-term value
- Implement systems to gather client feedback and translate insights into product, service, and operational improvements
- Partner with Sales and Delivery teams to support retention, expansion, and overall client success
Product & Technology Oversight - Collaborate with product and engineering leadership to align the technology roadmap with business priorities and client needs
- Champion a culture of innovation, quality, and continuous improvement in product delivery
- Maintain accountability for product delivery timelines, technical quality, and client satisfaction
- Stay current on AI, automation, and emerging technologies relevant to the insurance software space
Sales & Revenue Growth - Partner with sales and marketing leadership to support pipeline development, client retention, and revenue growth initiatives
- Support the expansion of existing client relationships and the onboarding of new enterprise accounts
- Develop and refine go-to-market strategies in alignment with insurance industry trends and buyer needs
- Represent Insuresoft at industry events, conferences, and client-facing engagements as appropriate
People & Culture - Build, mentor, and retain a high-performing leadership team and broader organizational culture aligned with Insuresoft's values
- Champion employee development, engagement, and well-being across the organization
- Foster an inclusive, collaborative, and accountable workplace culture
- Partner with HR on talent acquisition, succession planning, and organizational design as the company scales
Qualifications Required - 10+ years of progressive leadership experience, with at least 3-5 years in a senior operational or executive role
- Demonstrated experience in the insurance industry, deep understanding of insurance workflows, carrier/agency relationships, and market dynamics
- Experience with insurtech platforms, policy administration systems, or insurance data/analytics solutions
- Strong financial acumen, including experience owning P&L, budgets, and operating plans
- Exceptional leadership presence with the ability to inspire, align, and hold teams accountable
- Track record of building and scaling cross-functional teams in a fast-paced, growth-oriented environment
Preferred - Background working with mid-market or enterprise insurance carriers and MGAs
- MBA or advanced degree in business, technology, or a related field
- Experience leading organizations through periods of significant growth or transformation
What We Offer - A seat at the table in a growing, mission-driven software company with real impact on the insurance industry
- Competitive executive compensation package including salary, performance incentives, and equity participation
- Comprehensive benefits including health, dental, vision, and retirement
- A collaborative leadership team and culture that values transparency, ownership, client relationship and innovation
- The opportunity to help shape the future of Insuresoft, its people, its products, and its place in the market
Insuresoft is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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