COO Working Group

About the Working Group

The portfolio of a Chief Operating/Operations Officer within commercial insurance brokerage varies greatly based on firm size, footprint, client base, etc. Still, COOs share many of the same challenges and have limited opportunities to connect with colleagues who truly understand the complexity of their role. The Council’s newest Working Group for COOs offers a unique platform for these executives to collaborate and share best practices with industry colleagues in a small-group, non-competitive setting.

Our last meeting took place at our 2024 Operations and Working Group Forum. You can access the recap here.

Recently-covered topics include:

• Organizational growth, optimizing staffing levels, and allocating budgets effectively
• Cultivating a culture of accountability through effective communication and strategic execution
• Best practices for change management to help leaders navigate transitions while maintaining accountability
• Simplifying technology stacks to improve data consistency, reduce complexity, and streamline operations
• Leveraging AI tools to enhance accuracy, speed, and cost efficiency in manual processes
• Balancing foundational improvements with implementing advanced technologies

Working Groups are offered exclusively for The Council member firms. For more information contact Catherine Richardson.