Careers

We are currently seeking an experienced Territory Manager to join our team in Oklahoma City, OK.

Who we are:

OAA is a growing network of independent insurance agencies in Oklahoma, Arkansas, Kansas and California. We offer growth opportunities to agencies that want to remain independent while also being able to compete with larger regional agencies and clusters. OAA is a member of SIAA, a national organization that writes in excess of $6 billion in combined premium value. OAA is among the largest writers of insurance in the Southwestern United States. Find us on the web at oaaonline.net.

About the role:

What you’ll do:

· Interpret sales and marketing data and determine effective sales representatives and strategies

· Educate both consumers and colleagues about the offerings

· Forecast and set goals for sales

· Troubleshoot issues and resolve them quickly

· Follow up on all survey responses

Our ideal candidate:

· Bachelor's degree or equivalent

· Experience with business to business sales and business to customer sales

· Strong management, time management and communication skills

· Ability to work in fast paced working environment

What we offer:

· Medical Insurance

· Dental Insurance

· Vision Insurance

· 401K

· Life Insurance

**APPLICATIONS WILL NOT BE CONSIDERED WITHOUT COMPLETION OF A CULTURE INDEX.

We take Culture and putting people into places where they succeed seriously into consideration. 

One of the ways we do that is using tools to help us understand who you are and how you work best. For that reason, we use Culture Index in our recruitment process. To be considered for this position, and an exciting, challenging, fulfilling and rewarding career with OAA, start by taking your own Culture Index Profile (It will take no more than 10 minutes and we will share the results with you!) by clicking the link here: https://go.cultureindex.com/p/vtqXQtxyMvvwj2InLYs 

We are currently seeking an experienced Contract & Compliance Specialist to join our team in Oklahoma City, OK.

Company Description 

The insurance industry is evolving, and we are excited to drive this evolution. OAA is dedicated to creating a robust network of independent insurance agencies in Oklahoma, Arkansas, and Kansas, partnering with entrepreneurial individuals. As part of the Strategic Independent Agents Alliance (SIAA), we have created the strongest network where independent insurance agencies can accelerate their growth by accessing diverse products from the most reputable carriers available. We make a difference in people’s lives by helping them build successful careers and businesses, and when we achieve this for our member agencies, our strategic partner carriers, and our internal team, the potential for our collective success is unlimited. 

OAA was proudly named #1 in Best Places to Work in Oklahoma for 2025, reflecting our commitment to a supportive, collaborative, and people first culture. We are looking for a professional who wants to do what they love in a company that is making a difference for our Team Members, Partners, Members, and Communities. We are dedicated to helping people improve their lives through their work. 

We are seeking a dedicated Contract & Compliance Specialist to join our award winning team. 

Position Overview 

The Contract & Compliance Specialist plays a central role in safeguarding organizational integrity, supporting member agencies, and ensuring smooth operational processes. Reporting directly to the Senior VP of Accounting and Administration, this position is responsible for drafting and managing member agreements, overseeing compliance documentation, coordinating with carriers, and supporting both internal teams and external members. 

Success in this role requires exceptional attention to detail, strong follow through, and the ability to consistently meet deadlines while managing multiple priorities. 

Essential Duties & Responsibilities 

Contract Lifecycle & Documentation Management 

• Draft, review, and prepare new member agreements, amendments, and terminations for the sales team. 

• Facilitate execution and distribution of all member agreements. 

• Maintain electronic member files, ensuring all onboarding documents are collected and stored accurately. 

• Manage member to member acquisition agreements and related documentation. 

• Process UCC filings for new members, renewals, subordinations, and terminations. 

• Maintain a disciplined workflow that ensures all contract related tasks are completed on schedule. 

Member Setup & System Administration 

• Set up new members in accounting, agency management, and CRM systems. 

• Manage agency/member codes with carriers for new members, terminations, acquisitions, and new appointments. 

• Follow up with carriers to confirm code transfers and verify movement through production reports. 

• Track outstanding items and ensure timely resolution through consistent, proactive follow up. 

Compliance Oversight & Reporting 

• Prepare weekly and monthly compliance reports for management and sales staff. 

• Monitor and resolve compliance issues, including: 

• Timely payment of monthly fees 

• Updated E&O policies 

• License renewals 

• Annual tax returns 

• W9 submissions 

• Support members with login issues and monthly reporting requirements. 

• Manage the Master E&O policy for OAA and its members. 

• Maintain a reliable system for tracking deadlines and ensuring all compliance requirements are met promptly. 

Operational & Accounting Support 

• Calculate sales incentives for the sales team. 

• Provide year-end reporting for member reviews to sales and operations staff. 

• Complete state filings, including OAA entity, employee, and owner licensing. 

• Support the accounting department as needed. 

• Demonstrate consistent follow through on assigned tasks and communicate progress to stakeholders. 

Qualifications 

Required 

• Minimum 5 years of relevant experience in contract administration, compliance, accounting, or a related field. 

• Proficiency in Microsoft Word and Excel. 

• Strong understanding of financial statements, analysis, and reporting. 

• Experience with accounting software. 

• Strong attention to detail, accuracy, and organizational skills. 

• Proven ability to meet deadlines and manage multiple tasks simultaneously. 

• Demonstrated follow through and accountability in completing assigned work. 

• Ability to work independently and adapt to a hybrid work environment. 

• Comfortable working across multiple platforms and systems. 

Preferred 

• Bachelor’s degree in Accounting, Finance, Business, or related field. 

• Experience in regulatory compliance, insurance operations, or paralegal work. 

• Familiarity with risk management frameworks or carrier relations. 

What Success Looks Like 

• Contracts and compliance tasks completed accurately and on time. 

• Clear, well maintained compliance records and proactive issue resolution. 

• Smooth onboarding and ongoing support for member agencies. 

• Effective collaboration with sales, operations, accounting, and carriers. 

• Reliable follow up on outstanding items and consistent communication with stakeholders. 

• Reduced operational risk through disciplined oversight and timely execution. 

Ideal Candidate Profile 

A strong candidate is detail oriented, proactive, and highly organized. They excel at managing deadlines, tracking open items, and following through until tasks are fully resolved. They enjoy supporting both internal teams and external member agencies and bring a steady, structured approach to managing multiple priorities in a dynamic environment. 

Why You’ll Love Working at OAA 

• We define our company as a “Dream Factory” where we are committed to helping our team members, agency partners and their teams to achieve their personal and professional dreams. 

• OAA was proudly named #1 in Best Places to Work in Oklahoma for 2025, reflecting our commitment to a supportive, collaborative, and people first culture, and we are consistently rated one of the “Best Places to Work in Oklahoma” and “Best Places to Work in Insurance.”  These ratings are from our team members. 

• A strong, stable, and unique culture based on our values: Team First, Committed to Excellence, Trustworthy, Passionate 

• We are an organization that believes and achieves high performance standards and values which have resulted in not only strong growth for over two decades but our recognition as one of the best organizations in the country in our industry. 

• Work with talented team members as committed as you are to shared vision and purpose. 

• Exceptional Benefits including full employer paid Medical, Dental, Vision, Disability, Life Insurance with matching 401k program and generous and flexible Personal Time Off policy.  

• Work location and Work-from-Home flexibility. 

If you’re ready to grow your career in a place where your work truly matters, we’d love to meet you. 

**APPLICATIONS WILL NOT BE CONSIDERED WITHOUT COMPLETION OF A CULTURE INDEX.**

We take Culture and putting people into places where they succeed seriously into consideration. 

One of the ways we do that is using tools to help us understand who you are and how you work best. For that reason, we use Culture Index in our recruitment process. To be considered for this position, and an exciting, challenging, fulfilling and rewarding career with OAA, start by taking your own Culture Index Profile (It will take no more than 10 minutes and we will share the results with you!) by clicking the link here: https://go.cultureindex.com/p/vtqXQtxyMvvwj2InLYs 

We are seeking a dedicated AccessPlus Personal Lines Market Coach to join our award‑winning team.

The insurance industry is evolving, and we are excited to drive this evolution. OAA is dedicated to creating a robust network of independent insurance agencies in Oklahoma, Arkansas, and Kansas, partnering with entrepreneurial individuals. As part of the Strategic Independent Agents Alliance (SIAA), we have created the strongest network where independent insurance agencies can accelerate their growth by accessing diverse products from the most reputable carriers available. We make a difference in people’s lives by helping them build successful careers and businesses, and when we achieve this for our member agencies, our strategic partner carriers, and our internal team, the potential for our collective success is unlimited.

OAA was proudly named #1 in Best Places to Work in Oklahoma for 2025, reflecting our commitment to a supportive, collaborative, and people‑first culture. We are looking for a professional who wants to do what they love in a company that is making a difference for our Team Members, Partners, Members, and Communities. We are dedicated to helping people improve their lives through their work.

Position Overview

The AccessPlus Personal Lines Market Coach plays a central role in supporting member agencies, providing market access, and ensuring smooth operational processes. Under the immediate direction of the AccessPlus Manager, the AccessPlus Personal Lines Market Coach is responsible for the placement of new business accounts on behalf of the agent and serves as a mentor, coaching on carrier appetites, placement and submission best practices. This position works closely with the account managers, agents and insurance carriers to streamline the delivery of information on new and renewal insurance policies.

Success in this role requires a high level of prioritization and organizational skills as well as exceptional interpersonal skills, attention to detail, strong follow‑through, and the ability to consistently meet deadlines while managing multiple priorities.

License Requirements

· Property and Casualty Insurance License is required

Required

-Minimum of 3 years Personal Lines independent agency experience is required.

-Ability to multitask in fast-paced environment, handling a high volume of transactions.

-Demonstrated ability to communicate effectively to individuals and small groups.

-Must be comfortable with technology and extremely automated environment

-Strong attention to detail, accuracy, and organizational skills.

-Proven ability to meet deadlines and manage multiple tasks simultaneously.

-Demonstrated follow‑through and accountability in completing assigned work.

-Ability to work independently and adapt to a hybrid work environment.

-Comfortable working across multiple platforms and systems.

Preferred

· Bachelor's degree from four-year College or university; or two to three years related experience and/or training; or equivalent combination of education and experience.

· Experience with EZLynx Rater, Salesforce and agency management systems.

What Success Looks Like

In this role, success is defined by your ability to seamlessly connect agents, carriers, and internal teams while delivering efficient, accurate, and high-quality outcomes. You will:

• Drive efficient business placement by consistently producing accurate, complete submissions and securing competitive quotes with appropriate carriers in a timely manner.
• Become a trusted advisor and coach to member agents, elevating their knowledge of carrier appetites, submission strategy, and best practices, ultimately improving their close ratios and confidence.
• Operate with precision and reliability by maintaining a high level of attention to detail, ensuring all applications, documents, and policy issuance steps are complete and error-free.
• Manage complexity with ease by effectively prioritizing a high volume of transactions, meeting deadlines, and juggling multiple initiatives without sacrificing quality.
• Strengthen relationships across the network through proactive, professional communication with agents, account managers, and carrier partners, earning a reputation as responsive, collaborative, and solution-oriented.
• Contribute to agency growth and profitability by helping agents access the right markets, identifying alternative solutions when needed, and supporting strong outcomes for both member agencies and carrier partners.
• Model accountability and ownership by consistently following through on commitments, anticipating needs, and taking initiative to improve processes and outcomes.

Ideal Candidate Profile

The ideal candidate is a detail-oriented, service-driven insurance professional who thrives in a fast-paced, high-accountability environment and is passionate about helping others succeed.

They bring:

• Deep personal lines expertise, with at least 3 years of independent agency experience and a strong understanding of carrier appetites, underwriting guidelines, and submission strategy.
• A natural coaching mindset, enjoying the opportunity to mentor agents, share knowledge, and elevate others’ performance through practical guidance and support.
• Exceptional organizational and multitasking skills, with the ability to manage high transaction volume, prioritize effectively, and consistently meet deadlines.
• Strong communication and relationship-building abilities, enabling them to work confidently with agents, internal teams, and carrier partners while delivering clear, timely, and professional interactions.
• Relentless attention to detail and follow-through, ensuring accuracy in every submission and accountability in every task.
• Comfort with technology and systems, including working across multiple platforms in an automated, fast-moving environment (experience with tools like EZLynx, Salesforce, or agency management systems is a plus).
• A proactive, solutions-oriented approach, with the ability to anticipate challenges, identify alternatives, and keep business moving forward.
• Alignment with OAA’s culture and values, demonstrating teamwork, integrity, passion, and a commitment to excellence in everything they do.

Above all, the ideal candidate is someone who takes pride in being a reliable partner, enjoys a dynamic environment, and is motivated by making a meaningful impact on the success of others.

Why You’ll Love Working at OAA

We define our company as a “Dream Factory” where we are committed to helping our team members, agency partners and their teams to achieve their personal and professional dreams.

· OAA was proudly named #1 in Best Places to Work in Oklahoma for 2025, reflecting our commitment to a supportive, collaborative, and people‑first culture, and we are consistently rated one of the “Best Places to Work in Oklahoma” and “Best Places to Work in Insurance.” These ratings are from our team members.

· A strong, stable, and unique culture based on our values: Team First, Committed to Excellence, Trustworthy, Passionate

· We are an organization that believes and achieves high performance standards and values which have resulted in not only strong growth for over two decades but our recognition as one of the best organizations in the country in our industry.

· Work with talented team members as committed as you are to shared vision and purpose.

· Exceptional Benefits including full employer paid Medical, Dental, Vision, Disability, Life Insurance with matching 401k program and generous and flexible Personal Time Off policy.

· Work location and Work-from-Home flexibility.

If you’re ready to grow your career in a place where your work truly matters, we’d love to meet you.

We take Culture and putting people into places where they succeed seriously into consideration. One of the ways we do that is using tools to help us understand who you are and how you work best. For that reason, we use Culture Index in our recruitment process. To be considered for this position, and an exciting, challenging, fulfilling and rewarding career with OAA, start by taking your own Culture Index Profile (It will take no more than 10 minutes and we will share the results with you!) by clicking the link here: https://go.cultureindex.com/p/8WlZw872gtFDB8yRmlU7