Chief Administrative Officer (CAO)
- Lead the day-to-day operational activities of the organization, ensuring the effective execution of strategic initiatives and seamless delivery of the organization’s core programs including a successful integration and transition to a one broker platform.
- Develop, implement, and continuously improve operational policies and procedures to enhance efficiency and effectiveness.
- Partner with Head of Legal Services to ensure compliance with regulatory requirements and industry standards, particularly related to the insurance program.
- Lead initiatives to modernize, document, and optimize the business processes.
- Oversee the member experience and research to ensure best in class operations for the veterinary profession insured through the program offerings.
- Support the cultivation of relationships with external partners, stakeholders, and vendors to enhance program delivery and operational capacity.
- Lead, mentor, and develop a high-performance team focused on operational excellence.
- Foster a staffing culture of transparency, trust, and accountability.
- Oversee the administrative and finance functions.
- Manage external service vendor contracts.
- Project manage additional initiatives assigned by the CEO.
- Oversee the staff and partners responsible for the administration of the sponsored insurance programs.
- Monitor and analyze program performance, working with outside experts to identify opportunities for improvements, cost efficiencies, and greater member penetration, engagement and satisfaction.
- Establish key metrics and monitor staff performance and development goals, assign accountabilities, set objectives, and establish priorities.
- Work with marketing communications staff and outside consultants to develop, implement, and ensure the effectiveness of the Organization’s Marketing and Communication strategy.
- Oversee messaging and positioning of the brand across all channels, to ensure alignment with the organizational mission, strategic priorities, and board expectations.
- Enhance communications to foster a culture of transparency and collaboration.
- Manage outreach efforts to the broader community regarding sponsored insurance programs.
- Provide oversight to Finance and Accounting team to ensure monthly, quarterly and annual financials.
- Oversee budget creation and monitoring including monthly and quarterly forecasts and variance analysis.
- Review and support efficient integration into one reporting structure.
- Establish and document best practice and benchmarking capabilities to ensure effective standard operating procedures with a target of an 8–10-day close period for monthly and quarterly reporting.
- Provide oversight to Veterinary Services including Trust Vets, Student Services and Stakeholder Relationships.
- Support creation of organizational playbooks, SOPs and other organizational documentation as needed to support organizational sustainability and growth.
- Manage oversight of carrier relationships to ensure quality products, service, industry focused features and engagements for the program.
- Accounting degree strongly preferred; advanced degree/CPA or professional licensure preferred.
- Life, Health and P&C licenses a plus
- Extensive knowledge of insurance programs and/or association sponsored programs
- Minimum of 15 years of experience managing business operations, with at least 10 years in a senior position.
- Proven experience overseeing and developing strong teams.
- Long-term project management planning and implementation.
- Experience in digital systems, management, and risk management associated with data security a plus.
- Demonstrated excellence in financial management, budgeting, forecasting, with a strong understanding of financial statements and key performance metrics.
- Direct experience with transformational leadership of both people and systems.
- Change management experience, ability
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