Branch Operations Lead - Commercial Lines (Hybrid)

Insurance Office of America; Costa Mesa (CA); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Paid holidays

401K with employer match

Career progression

Work-life balance

Community service commitment

Supportive teammates

Job summary

Insurance Office of America (IOA) in California is seeking a Branch Operations Supervisor - Commercial Lines to lead the Account Management team, drive performance, and ensure HR compliance. The role requires active P&C license, strong people leadership, and hands-on coaching in a hybrid setup with one day in the office.

You will oversee staffing, workflow management, data analysis, and process improvement while promoting IOA values and delivering exceptional service to clients and colleagues.

Qualifications

• 2+ years of industry experience with deep, wide-ranging knowledge.
• All required active licensing.
• Outstanding communication and people management skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma (or equivalent).

Responsibilities

• Team Leadership: Manage Account Management staff, monitor performance, and provide coaching.
• HR Management: Ensure compliance with HR processes and policies.
• Performance Monitoring: Ensure productivity, efficiency, quality, and service standards.
• Scheduling: Manage staff days off calendars for service continuity.
• Staffing Levels: Ensure appropriate staffing levels and recommend adjustments.
• Employee Selection: Participate in interviewing and hiring recommendations.
• Performance Evaluation: Prepare and deliver performance evaluations.
• Coaching and Development: Provide coaching, consultation, and training.
• Professional Development: Encourage growth and development of personnel.
• Succession Planning: Develop future branch operations leaders.
• Culture Promotion: Promote IOA culture and improve engagement.
• Performance Gaps: Identify gaps and implement corrective actions.
• Data Analysis: Monitor and interpret performance data.
• Communication: Maintain transparent communication with leadership.
• Process Improvement: Develop and ensure compliance with core work processes.
• Policy Enforcement: Implement and enforce company policies.
• Technical Competence: Maintain high technical competence and industry expertise.
• Leadership Development: Continuously improve management and leadership skills.
• Relationship Building: Develop and maintain positive, productive relationships with IOA leadership, peers, co-workers, and employees.
• Leadership Development: Continuously improve management and leadership skills.
• Relationship Building: Develop and maintain positive relationships with IOA leadership and employees.
• Champion IOA Values: Demonstrate integrity and leadership.

Skills

Communication

People management

Active licensing

MS Office

Industry experience

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America (IOA) in California is seeking a Branch Operations Supervisor - Commercial Lines to lead the Account Management team, drive performance, and ensure HR compliance. The role requires active P&C license, strong people leadership, and hands-on coaching in a hybrid setup with one day in the office.

You will oversee staffing, workflow management, data analysis, and process improvement while promoting IOA values and delivering exceptional service to clients and colleagues.