Branch Operations Leader – Commercial Lines (Hybrid)

Insurance Office of America

Diamond Bar (CA)

Hybrid

USD 110,000 - 125,000

Full time

14 days+
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Benefits offered by this job

Health insurance
401K with match
Paid holidays
Career progression
Work-life balance
Community service
Team environment

Job summary

Insurance Office of America (IOA) seeks a Branch Operations Manager - Commercial Lines to lead and optimize daily branch operations, including budgeting, performance, and service quality. You will guide strategic plans, oversee staff development, and ensure policy compliance while actively managing a portion of a book of business.

The ideal candidate has 5+ years in insurance with 2+ years in management, plus an active P&C license.

Qualifications

  • Minimum 5+ years of industry experience with broad insurance knowledge.
  • At least 2+ years of management experience.
  • Active property & casualty licensing is required.
  • Exceptional account management and client relationship skills.
  • Strong communication, negotiation, and people-management abilities.
  • Proficiency in MS Office.

Responsibilities

  • Direct daily activities and workflow of the branch team.
  • Drive annual strategic and tactical plans.
  • Manage branch P&L, control costs, and achieve financial goals.
  • Understand and manage the annual budget.
  • Communicate leadership vision/mission for the branch.
  • Build and manage a qualified operations team.
  • Participate in recruitment and evaluate merger/acquisition opportunities.
  • Recommend staff actions, including acquisition and succession planning.
  • Ensure compliance with HR processes and policies.
  • Establish and monitor productivity, efficiency, quality, and service standards.
  • Encourage growth and development of personnel.
  • Develop future branch operations leaders.
  • Promote IOA culture and improve engagement.
  • Identify gaps and implement corrective actions.
  • Monitor and interpret performance data.
  • Maintain communication with Regional Director of Operations and sales leadership.
  • Resolve operational issues with Branch 1099 sales personnel.
  • Spend up to 50% of time managing an assigned book of business.
  • Develop and ensure compliance with core work processes.
  • Implement and enforce company policies.
  • Maintain high technical competence and industry expertise.
  • Continuously improve management and leadership skills.
  • Develop positive relationships with IOA leadership and employees.
  • Demonstrate integrity and leadership.

Skills

People management
Leadership
Negotiation
Communication
Account management

Education

High School Diploma or equivalent
Active Property & Casualty license

Tools

MS Office

Job description

Insurance Office of America (IOA) seeks a Branch Operations Manager - Commercial Lines to lead and optimize daily branch operations, including budgeting, performance, and service quality. You will guide strategic plans, oversee staff development, and ensure policy compliance while actively managing a portion of a book of business.

The ideal candidate has 5+ years in insurance with 2+ years in management, plus an active P&C license.

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