Farmers Financial Solutions Director of Operations

Job Description

  
We are Farmers! 
  
Join a team of diverse professionals at Farmers to acquire skills on the job and apply your learned knowledge to future roles at Farmers. Farmers Insurance also offers extensive training opportunities through the award winning University of Farmers named by Training magazine amongst top 10 corporate training units in the world.

Want to learn more about our culture & opportunities? Check out farmers.com/careers and be sure to follow us on Instagram and LinkedIn!

 
  
Job Summary 
  
  • Responsible for all B/D operational processes from opening of new accounts to account maintenance and servicing.
  • Provides necessary oversight and ensures that operational processes adhere to the relevant regulatory requirements.
  • The role is responsible for understanding agents/customers needs and continually improving operational processes to improve the agents and customers experience.
  • The position is responsible for providing support for all transformational changes including project planning and delivery, ongoing process improvement.
  • Implement process improvement plans and procedures. Set comprehensive goals for performance and growth for the team.
  • Oversee daily operations of the company.
  • Lead employees to encourage maximum performance and dedication.
  • Evaluate and improve process performance by analyzing and interpreting data and metrics.
  • Assist other executives in special and strategic projects.
  • Directs the back office trade review and transaction processing of all customer accounts.
  • Oversees the operations function to ensure that FINRA rules are observed by the field.  
  
Essential Job Functions 
  
  • Drive solid day to day operational changes that will result in efficiencies, enhance agents and customers experience.
  • Reduce error rate, back and forth with agents and enhancing data quality.
  • Lead, manage and supervise people and team providing transactional review and operational support.
  • Spend time in developing and coaching team Liaison with CCO and Technology / PMO Lead to drive cross-functional transformational projects that will result in efficiencies, improve customers and agents experience and enhance controls.
  • Ensure the service levels are met or exceeded on a daily basis.
  • Reviews key metrics and make necessary changes to continue to improve service level standards.
  • Consistently looking to drive costs from the organization while maintaining the highest levels of satisfaction for agents and customers and employees.  
  
Physical Actions 
  
Sits or stands for extended periods of time, up to a full work shift. Occasionally reaches overhead and below the knees, including bending, twisting, pulling, and stooping. Occasionally moves, lifts, carries, and places objects and supplies weighing 0-10 pounds without assistance. Listens to, interprets, and differentiates auditory information (e.g. others speaking) at normal speaking levels with or without correction. Visually verifies and reads information. Visually locates material, resources and other objects. Ability to continuously operate a computer for extended periods of time, up to a full work shift. Physical dexterity sufficient to use hands, arms, and shoulders repetitively to operate keyboard and other office equipment up to a full work shift.  
  
Physical Environment 
  
This position operates in an open office working environment which will include normal and customary distractions, noise, and interruptions. 
  
Education Requirements 
  
Bachelor's degree required in business, finance, or related field. Must have or obtain FINRA Series 6,26,63. Lean or Six Sigma certified preferred. 
  
Experience Requirements 
  
Minimum five years of experience in a broker dealer back office management or equivalent required. Minimum three years’ experience in a people leader role and the ability to manage people who are in different locations required.  
  
Special Skill Requirement 
  
  
Farmers is an equal opportunity employer, committed to the strength of a diverse workforce. 
 

Schedule: Full-time

Job Posting: 02/26/2020