Branch Operations Leader - Commercial Lines

Insurance Office Of America, Inc.; San Juan Capistrano (CA); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth & career prog.

Respectful culture & work-life balance

Job summary

Insurance Office of America, Inc. is seeking a Branch Operations Supervisor for Commercial Lines in California.

The role entails direct management of Account Team staff, workflow management, performance coaching, scheduling, staffing, training, and ensuring policy compliance across the branch. The ideal candidate possesses at least 2+ years in the industry, holds an active P&C license, and demonstrates strong communication and people-management skills.

Qualifications

• 2+ years of industry experience with deep, wide-ranging industry knowledge.
• All required active licensing (P&C)
• 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.
• Culture Promotion: Promote IOA culture and improve engagement.
• Data Analysis: Monitor and interpret performance data.
• Process Improvement: Develop and ensure compliance with core work processes.
• Policy Enforcement: Implement and enforce company policies.

Skills

Communication

People management

Education

High School Diploma or equivalent

Tools

MS Office (Outlook)

MS Word

MS Excel

Job description

Insurance Office of America, Inc. is seeking a Branch Operations Supervisor for Commercial Lines in California.

The role entails direct management of Account Team staff, workflow management, performance coaching, scheduling, staffing, training, and ensuring policy compliance across the branch. The ideal candidate possesses at least 2+ years in the industry, holds an active P&C license, and demonstrates strong communication and people-management skills.