Operations Manager – Insurance Sales Operations

About the Role

AWL Insurance Agency is looking for an experienced Operations Manager to lead the optimization and evolution of our agency’s end-to-end operations.

This role is ideal for someone who thrives at the intersection of operations, technology, data, and AI innovation. You’ll play a critical role in improving how our sales and service teams operate — from workflows and systems to automation, performance insights, and scalable processes.

You’ll partner closely with Agency Leadership, Sales, Technology, and Carrier partners to drive operational excellence, improve productivity, and support strategic growth.

This position reports directly to the Director of Operations.

What You’ll Do

• Lead end-to-end operational development and optimization across the agency
• Identify, design, and implement improvements to sales and service workflows, processes, and communication scripts
• Partner with Sales Leadership and Technology teams to enhance quoting tools, CRM systems, and telephony platforms
• Identify and deploy AI-driven solutions and automation strategies to improve productivity, performance, and retention
• Utilize data analysis and AI-powered insights to help leadership understand key business drivers and performance trends
• Build, maintain, and monitor KPI dashboards and operational reporting
• Collaborate with internal teams to support lead volume, call activity, and performance targets
• Partner with insurance carriers to implement best practices for sales, service, and retention
• Support agency-wide strategic initiatives and execution goals
• Assist in the development of training materials, documentation, and operational playbooks

What We’re Looking For

• Proven experience leading or managing an operations function
• Strong track record of achieving goals through collaboration and execution
• Excellent listening, comprehension, and communication skills
• High attention to detail with strong organizational skills
• Demonstrated experience using AI-enabled tools and automation technologies
• Experience automating manual processes using AI or workflow tools
• Experience developing, deploying, or managing agentic AI assistants or advanced automation workflows
• Hands-on use of modern AI tools such as ChatGPT, Microsoft Copilot, Claude, or similar platforms for content creation, data analysis, and process optimization
• Strong data analysis skills with the ability to turn insights into action
• Advanced computer skills and comfort working across multiple systems and platforms
• Strong drive to win, improve performance, and exceed challenging goals

Location & Travel Requirements

• Must live in the Austin, TX area or be able to travel to Austin once per quarter for team meetings and quarterly reviews
• Must be able to travel occasionally for partner meetings and conferences within the continental U.S.

Why AWL Insurance Agency?

At AWL, we’re building smarter, more scalable operations by blending strong leadership with modern technology and AI innovation. This role offers high visibility, meaningful ownership, and the opportunity to directly shape how our agency operates and grows.

If you’re passionate about operational excellence, automation, and driving real business impact — we’d love to meet you.

Pay: From $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Work Location: Hybrid remote in Austin, TX 78729