Director of Retail Operations
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Director of Retail Operations leading Veracity's insurance retail efforts, focusing on scalable operations and team management. Supporting rapid growth and customer satisfaction through strategic planning and cross-functional collaboration.
Responsibilities:
- Oversee, mentor, and develop the Retail account manager teams, fostering a high-performance culture focused on accountability, collaboration, and continuous improvement
- Provide consistent coaching and feedback to optimize team performance, reinforce achievements, and address areas for improvement – leading the development and execution of best practices in sales methodologies, processes, and customer engagement
- Develop and execute strategic plans for the Retail LOB, aligning with organizational revenue goals and operational objectives – including actionable insights, business cases for new opportunities, and strategic input into product planning and go-to-market strategies
- Set clear performance expectations, monitor team performance, and implement training or coaching programs to enhance skills and productivity – tracking success against KPIs measured quarterly and annually
- Lead the Retail LOB through process improvements, technology integrations, and organizational changes, ensuring team adoption and alignment while leveraging data analytics to identify trends and inform decision-making
- Collaborate with Marketing for demand generation and customer campaigns, CRM Systems Administration for tool optimization, Program and Product Managers for market alignment, and Underwriters for risk assessment and product development
- Identify inefficiencies in sales and account management workflows and implement solutions to streamline operations and enhance the customer experience
- Serve as an advocate for your team by partnering with data, systems, programs, underwriting, and learning development teams to build cases for continued education, streamlined workflows, and accurate data tracking that drives team success
- Leverage CRM data and analytics to identify trends, forecast performance, and drive informed strategic decisions – maintaining or improving NPS and other customer satisfaction metrics for Retail LOB clients
- Act as the primary point of contact for internal teams, ensuring seamless communication and alignment on Retail LOB objectives and cross-functional initiatives
- Required to perform other duties as requested, directed, or assigned
Requirements:
- 7+ years of experience in sales operations, retail operations, or general management — preferably within insurance, insurtech, or a related financial services environment
- Proven ability to lead, develop, and hold accountable high-performing sales and account management teams in a fast-paced environment
- Strong strategic planning and execution skills with demonstrated experience building and scaling operational processes
- Experience with data-driven decision making — proficiency analyzing CRM data, performance metrics, and analytics platforms (HubSpot preferred; Power BI or similar)
- Excellent cross-functional collaboration and stakeholder management skills with the ability to build strong relationships across Sales, Marketing, Product, and Underwriting
- Strong coaching and team development instincts with a track record of growing talent and driving performance improvement
- Demonstrated ability to identify operational inefficiencies and implement scalable solutions
- Excellent verbal and written communication skills with the ability to articulate goals, strategies, and expectations to diverse audiences
- Proficiency with Microsoft Office Suite, Google Drive, HubSpot, and analytics platforms
- Knowledge of insurance sales practices, market segments, and regulatory compliance preferred.
Benefits:
- Health, dental, and vision plans
- Amazing work-life balance with 4 weeks of Paid Time Off
- 10 Paid Company Holidays with 2 floating holidays
- 401K Programs with employer match
- Personal assistance programs for support in a healthy personal and work life
Similar Jobs
Senior Director – Sponsor Operations
Senior Director of Sponsor Operations focused on managing enterprise sponsor programs for clinical data solutions. Overseeing strategies, execution, and operational frameworks within the global pharmaceutical sector.
Director of Sponsor Operations
Director of Sponsor Operations at CRIO, leading enterprise sponsor delivery model and ensuring compliance and efficiency across clinical trials.
Integrated Operations Intern – AI & Automation
Intern supporting e-commerce and financial services by analyzing performance data and implementing AI-driven automations. The role is remote within Brazil with flexible hours.
Platform Operations Expert
Lead Platform Operations Expert at OutSystems, shaping the future of enterprise software and AI. Oversee global technical strategy and transition to Autonomous Platform Engineering.
Commercial Operations Lead – Utility
Commercial Operations Lead managing key client relationships for solar facilities. Ensuring seamless operations and compliance in utility-scale solar projects across multiple states.
Compensation Operations Manager
Compensation Operations Manager at OpenAI overseeing operational infrastructure for global variable compensation programs. Focus on driving scalable commission policies and maintaining compliance across teams.
Regional Vice President – Operations
Regional Vice President of Operations overseeing multiple skilled nursing and assisted living facilities. Responsible for budget management, mentorship, and regional operational support.
Director, R&D Operational Excellence – Performance
Director of R&D leading performance management and continuous improvement initiatives in biopharma. Overseeing process optimization and compliance within R&D teams.
Director R&D Operational Excellence, Performance
Director of R&D responsible for performance management and operational excellence initiatives at Fresenius Kabi. Seeking to enhance R&D productivity, speed, and quality across multiple functions.
Senior Manager, Identity Operations
Senior Manager, Identity Operations managing day-to-day operations for enterprise identity and access management services. Driving standardization and operational excellence across identity services in Danaher Corporate IT.
Senior Strategy & Operations Analyst
Manage end-to-end workflows for global colocation infrastructure at Akamai. Collaborate across business, finance, and engineering for operational excellence.
VP, Operations Workforce Enablement
VP of Operations at Fuze Health overseeing strategic operations and initiatives for a healthcare company. Leading growth projects and ensuring operational readiness for new market entries.
Identity and Access Operations Manager
Identity and Access Operations Manager at Kimball Solutions overseeing IT support for identity technologies. Leading projects and improving processes within the Identity and Access Management Team.
Advanced Brokerage Operations Professional, Licensed
Advanced Brokerage Operations Professional managing brokerage operations tasks and providing customer support remotely. Responsibilities include answering calls, processing documents, and ensuring compliance with regulations.
Franchise Operations Consultant
Franchise Operations Consultant providing support and coaching to franchisees at Driven Brands. Focused on improving sales, customer experience, and franchisee compliance through strategic processes.
Franchise Operations Director
Franchise Operations Director providing operational support and coordination for franchise partners in the hospitality industry. Managing openings, transfers, and ensuring brand standards are met.
Senior Manager – Biosample Operations Lead
Senior Manager Biosample Operations leading strategic biosample management in clinical studies at ICON. Focused on operational feasibility and compliance for new medicines.
Regional VP, Operations
Regional VP managing operations and growth of Sound Physicians' practices in the Pacific Northwest. Leading a team to drive financial performance and client relationships.
Training Operations Supervisor – 1st Shift
Training Operations Supervisor overseeing the training department and its instructors for Operations team members. Collaborating with team to improve training materials and customer satisfaction in a logistics company.
Training Operations Supervisor – 1st Shift
Training Operations Supervisor overseeing department training activities for Operations team at a rapidly expanding global logistics company. Ensuring compliance and conducting training evaluations for organizational effectiveness.