Executive VP of Operations

About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Executive VP of Operations

Job Summary:

The Executive VP of Operations (EVP) is second in command to the Chief Executive Officer and is responsible for the execution of the vision and strategy developed by the leadership team. The EVP directs the company’s ongoing operations and procedures, with the goal of securing business functionality to drive extensive and sustainable growth. They will optimize the company’s operating capabilities, employ strategies to maximize client satisfaction, create scale and integration to support our active M&A strategy, and drive change management while continually achieving strong employee satisfaction.

Also known as the “Integrator,” this position brings together the primary business functions (Sales, Operations, Finance and Wholesale) to achieve business objectives, create efficiencies and align goals across the organization. The EVP ensures everyone is rowing together in the same direction by being an example along the way, always working towards the greater good of the business.

Nature and Scope:

This position works under the direction of the CEO with exercise of independent judgement. This position will regularly interact with the leadership team (VP Sales, VP Operations, VP, Finance, President of Wholesale Businesses) and department/line of business leaders to execute strategy and implement corporate level initiatives.

Responsibilities:

Operations Leadership:

• Maintains and directs the daily operations of the business, through coordinating the major business functions of human resources, legal, sales, marketing, finance, IT and all lines of business.
• Leads, manages and holds the leadership team accountable for achieving agreed upon commitments.
• Foster a growth oriented, positive and encouraging environment while keeping employees and management accountable to company policies, procedures and guidelines.
• Motivate and encourage employees at all levels as one of the key leaders in the company including but not limited to professional staff, management level employees and executive leadership team members.
• Effectively collaborates with Visionary (CEO) and stays on the same page. Maintains high level of mutual respect with the Visionary. Realizes the unique contributions and ideas that the Visionary has, and possesses an ability to filter and translate those ideas into functional plans for the company.
• Partners with leadership team on short-term and long-term planning in order to reach goals, strengthen culture, and identify areas of agency improvement in alignment with EOS objectives and structure.
• Reduce Costs where possible with effective management of costs to support the CEO in making decisions about the company’s finances and investments.
• Confirms that all key messages are properly and consistently cascaded across the organization. Inherently ensures that everyone is in the know. Verifies that a high level of effective communication exists throughout the organization.
• Resolves issues effectively – seeing real problems, being comfortable with conflict, calling out the problems, and solving the problems in a healthy manner. Ensures the leadership team is healthy, functional and cohesive.
• Drives the strategic development of the firm’s data strategy to integrate disparate systems to achieve business insights, line of sight and other associated efficiencies.

Job Factors:

• Demonstrate resilience and perseverance by thriving in an environment where new technologies and change are enablers to better business outcomes.
• Maintain expertise in leading teams through change.
• Demonstrate intellectual curiosity and asks probing questions.
• Step outside comfort zone to try new things to grow beyond current capabilities.
• Be insightful about personal mistakes and failures; learns from them and moves on.
• Demonstrates a willingness to take on new tasks with a general attitude that no task is too small, impossible, or cannot be improved.
• Analytical ability is required to interpret data and situations are somewhat complex.

Qualifications:

• Bachelor’s degree required, MBA preferred, with a minimum of 10 years of operations management and leadership.
• Requires understanding of business functions such as HR, Finance, Marketing, Sales and Information Technology.
• Must have a working knowledge of data analysis, performance/operations metrics, business infrastructure, and Microsoft Office.
• Requires excellent interpersonal and public speaking skills, organizational and leadership abilities, and an aptitude in decision-making and problem-solving.
• Experience in Insurance and/or financial services is highly desired.

Hours: Monday-Friday, 8:30am-5:00pm (Flexible)

Office Location: 311 Main Street, Irwin, PA 15642 (Hybrid Work Options Available)

Duncan Financial Group offers a robust benefits package with the following:

• Hybrid work arrangements available
• Competitive Salary plus Bonus
• Three United Healthcare Medical plans to choose from
• United Healthcare Dental plan- free for employees
• United Healthcare Vision plan
• Company paid Life Insurance with additional supplement life options for employees and their families
• Short Term Disability
• Company Paid Long Term Disability
• 401(k) – Company Match (Safe Harbor)
• Supplemental insurance including Critical Illness, Accident, Prepaid Legal
• Highly competitive PTO
• Paid Holidays
• Financial support of continuing education and additional development and certifications
• Bonus program for suggested certifications
• Social and Philanthropic opportunities

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.