Chief Operating Officer / Integrator [HT-1051010]

CUI AGENCY

CHIEF OPERATING OFFICER / INTEGRATOR

Are you a leader who builds trust by listening first, asking good questions, and taking the time to understand people? Do you love developing leaders, helping people recognize their potential, and watching them grow into greater ownership and impact? Are you energized by fast growth, big goals, and the opportunity to help a team move from simply getting the work done to thinking bigger about what is possible? If you are a driven, thoughtful leader who cares about people, thinks ahead, and wants to help build something great, we want to talk to you!

Our ideal Chief Operating Officer / Integrator is:

• Proactive, prepared, and one step ahead. You see what needs to happen, ask the right questions, and get moving before someone has to tell you.
• A person who brings the whole picture together. You understand the why, know what matters most, and help people see the clearest path forward.
• A true coach and mentor. You meet people where they are, recognize their potential, and help them grow into greater ownership and impact.
• Hands-on and process-minded. You are willing to get into the weeds, help solve the problem, and create a better way of working for the future.
• Curious and open to change. You keep up with the industry, bring new ideas, and care about finding what will work best for the people and the business.
• Direct, diplomatic, and willing to have the conversation. You give constructive feedback, address problems early, and stand up for what is right.
• Accountable and team-oriented. You own your mistakes, share the credit, support people when they are not in the room, and help everyone row in the same direction.

Our ideal Integrator will join us during an exciting new chapter. With more growth, more opportunity, and a leadership team invested in the future, we are ready for a people-centric leader to help us grow, develop our leaders, and execute on our vision!

RESPONSIBILITIES

We have a big vision for CUI: growing from $12M today to $18M by 2028 and $85M by 2035. Getting there means continuing to professionalize and develop the organization for its next stage of growth.

• Build a trusted Visionary / Integrator partnership that turns the vision into company-wide priorities, decisions, and results
• Create a leadership team that is aligned, cohesive, accountable, and rowing in the same direction
• Move CUI toward working on the business, not only in it, with leaders taking ownership of broader company outcomes
• Develop leaders who bring greater judgment, accountability, and responsibility to the business
• Establish the right people in the right seats, with the organizational structure and leadership capacity needed for continued growth
• Create an EOS® operating rhythm that keeps priorities clear, goals visible, and commitments moving through L10s and consistent follow-through
• Build the people, processes, technology, and playbooks required to support a larger, more complex, and more profitable company
• Make systems and technology decisions that improve effectiveness now and serve CUI well for years to come
• Maintain clear visibility into financial performance, profitability, and the business decisions shaping growth
• Strengthen coordination across sales, service, finance, HR, and other functions as CUI continues to grow
• Preserve CUI’s culture and core values while making the organization more consistent, accountable, and capable
• Advance CUI’s organic, internal, external, and acquisition growth goals
• Complete important cross-functional priorities, including benefits integration, systems improvements, and other company-wide initiatives

** This is a full-time, in-person role based in Murray, UT. **

QUALIFICATIONS

Required

• 5+ years of senior leadership experience running a fast-growing company, division, or similar operating entity with growth such as $5M - $20M, 20% YoY growth, or similar
• Experience managing a P&L and using financial data to guide business decisions and maintain profitability
• Cross-functional leadership across the business, such as sales, finance, HR, and client service delivery
• Experience leading and developing managers and senior leaders to deliver measurable business outcomes
• Experience scaling a business by building the people, processes, and technology needed to support growth and protect client relationships

Preferred

• Experience leading and growing a business beyond $30M in annual revenue
• Experience in a relationship-driven financial services organization, such as insurance, employee benefits, or wealth management

Desired

• Experience with EOS® or a similar operating system
• COO / EOS® Integrator experience
• Insurance industry experience, including property and casualty, employee benefits, or both

THE COMPANY – CUI AGENCY

CUI Agency is a family-owned insurance and risk management firm with a clear vision: to become the premier insurance agency while cultivating personal growth and developing a forward-thinking culture for the future. CUI is on its way to becoming a Top 50 insurance broker in the country, with the ambition to become the top agency in the country!

CUI values the long-term relationships it has built with its clients. For over 50 years, the company has helped businesses and families navigate their coverage needs with cost-effective strategies and dedicated risk management support.

• Family-owned since 1969
• Competitive rates
• Nationwide service
• Dedicated team of experts

CUI’s mission is to build lasting relationships through exceptional service and deliver insurance solutions that protect businesses, families, and their assets while providing peace of mind. Its team is committed to helping clients achieve long-term success by continually seeking out the best decisions for their businesses.

CORE VALUES: Teamwork, Integrity, Consistency, Respect, Gratitude, Growtential, Accountability

WHY WORK WITH US?

CUI is a values-driven company with big goals and a lot of opportunity ahead. We’re building something ambitious, with a team that is in it for the long haul.

We care about our people here. You are not just a number, and we invest in helping people grow. At the same time, growth is earned. The people who show up, take ownership, and do the work have the opportunity to grow into their potential and make a real impact at CUI.

Salary: $210k-$230k + performance-based bonus

Benefits: Medical, Dental, Vision, 401(k), PTO and holidays, disability coverage, and educational assistance

Do you have the Growtential to lead a relationship-driven company toward becoming a premier insurance agency? Apply today!