Operations Manager

Operations Manager

Steffens Insurance Group — Waterford, WI

Steffens Insurance Group is a family-run financial and insurance firm in Waterford, WI. The Director of Operations oversees the internal infrastructure to keep compliance clean, systems running, people paid correctly, and the hiring pipeline moving. This role holds the operational fabric of the firm and requires creating scalable processes that operate without the founder in every seat.

You own the compliance and documentation calendar, including carrier requirements, licensing renewals, and regulatory deadlines. Nothing gets tracked loosely, and nothing expires because it was forgotten.

You own payroll accuracy and accounting workflows, with precision under pressure and proactive problem detection.

You run hiring and onboarding end-to-end: posting roles, screening applications, scheduling interviews, and getting people productive on Day 1. The final hire is determined by the Director of Operations, not the pipeline alone.

You own the firm s technology relationships: coordinating vendors, managing access, and preventing the agency management system from becoming a bottleneck.

You run the operational calendar: meetings, renewal deadlines, internal follow-ups, and other items on radar before they are due.

You oversee day-to-day operations and design the systems that enable the firm to operate without the founder in every seat. When a process is clunky, you rebuild it rather than work around it for years.

This is a small firm with no direct reports yet. When something needs doing within your lane, you take ownership and move it forward. Confidential information moves through this role, and discretion is essential.

• Ownership without permission: you take action on what needs doing and report back.
• Clarity over complexity: you build simple, durable systems that hold up when you are out of the office.
• Relationships before revenue: interactions reflect on the client relationship and the firm.
• A-players only: you hold yourself and others to high standards.

• A direct working relationship with the Director of Operations and clear visibility into how your work moves the business.
• A small-firm environment where contributions are visible and ownership is real.
• A clear growth path as the firm builds out its operations.
• Family-run culture with leadership by Derek, Jake, and Katie Steffens.
• Salary
  : starting salary based on experience, with a 90-day review.
• Full benefits: health, dental, vision, short-term disability, life.

Salary: $40,000 - $55,000 yearly

• Track and manage compliance deadlines — carrier requirements, licensing renewals, regulatory filings — so nothing expires without warning.
• Support payroll processing and accounting workflows, catching discrepancies before they reach leadership.
• Run the hiring and onboarding process end-to-end — postings, screening, scheduling, and first-day coordination.
• Coordinate IT troubleshooting and technology vendor relationships; keep agency management systems operational.
• Manage the firm’s operational calendar — meetings, deadlines, and internal follow-ups on radar before they’re due.
• Handle confidential employee and business information with professional discretion at all times.
• Support leadership on operational projects and special initiatives when they arise.

• Required: At least 2 years of experience in administrative, operations, or executive support.
• Proficiency with Microsoft Office and comfort learning new software platforms.
• Demonstrated ability to manage multiple priorities and deadlines simultaneously.
• Professional discretion with confidential information.
• US work authorization.
• Ability to work onsite in Waterford, WI.

You do NOT need:

• No insurance or financial services experience required — we train on the specifics.
• No specific degree required.
• No prior payroll or accounting certification required.