Big I New York

EOS Integrator & Agency Consultant


Job Overview

This hybrid role is pivotal in advancing Big I NYs mission by serving as both an internal Integrator, driving strategic execution and operational alignment, and an external consultant, helping member agencies improve their business processes, performance, and profitability. The position is responsible for guiding independent agencies through evolving industry challenges, enhancing the delivery of Big I NY services, and serving as a catalyst for innovation, training, and member engagement. Candidates should reside in New York or Connecticut.

Salary Range: $75,000.00 - $85,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Requirements
  • Positive, can do attitude! You need to be a team player, have a strong work ethic and contribute to a happy & healthy work culture.
  • EOS Integrator experience.
  • Insurance experience- preferably in a P&C insurance agency.
  • Strong project management experience & follow through.
  • A love for process improvement and details.
  • Analytical thinking, problem solving and flexibility


Responsibilities

EOS Integration & Strategic Execution

  • Lead the implementation and maintenance of the Entrepreneurial Operating System (EOS) within Big I NY, ensuring clear vision, alignment, and accountability across departments.
  • Facilitate EOS-based leadership meetings and maintain the One Page Business Plan (OPBP).
  • Drive internal communication and coordination of corporate plans and key initiatives.

Agency Consulting & Support

  • Serve as a trusted advisor to member agencies, offering customized consulting on operations, workflows, hiring, sales, perpetuation, and growth strategies.
  • Deliver presentations, workshops, and training sessions at association events and meetings.
  • Analyze agency needs and translate insights into new or refined programs and services; guide members to the right programs.
  • Provide certified E&O consulting as a SwissRe E&O auditor, and web reviewer.


Remote Type: Hybrid Remote
Job Type: Full-Time
Job Category: Insurance Consulting
Location: 5784 Widewaters Pkwy Fl 1,Syracuse,NY,13214,US

About Us

Big I New York (Big I NY) and its subsidiary IAAC represent over 1,700 independent insurance agencies and brokerages. Our mission is to champion independent insurance agents in all we do and provide the resources they need to be their best! We are a group of highly motivated, hard working, and creative individuals. We are looking for a dynamic person to join our fun, fast paced and team oriented organization.

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Phone: 800-962-7950

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