Branch Operations Leader - Insurance & Growth

Insurance Office of America

San Juan Capistrano (CA)

Hybrid

USD 110,000 - 125,000

Full time

14 days+
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Benefits offered by this job

Company-paid health insurance
401K with employer match
Paid holidays, vacations, and sicktime
Professional growth opportunities

Job summary

Insurance Office of America is seeking a Branch Operations Manager for Commercial Lines. The hybrid role requires leading the branch operations team, managing budgets, and aligning with regional leadership. You will also personally manage a book of business and participate in acquisitions as needed.

Ideal candidates bring 5+ years in insurance, 2+ years in management, and active P&C licensing. IOA offers competitive pay, benefits, and growth opportunities in a collaborative environment.

Qualifications

  • 5+ years of insurance industry experience with broad knowledge.
  • 2+ years of management experience.
  • Active property & casualty licensing is required.

Responsibilities

  • Direct daily activities and workflow of the branch team.
  • Drive annual strategic and tactical plans for the branch.
  • Manage branch P&L and control costs.
  • Understand and manage the annual budget.
  • Communicate leadership vision for the branch.
  • Recruitment and onboarding and evaluate merger opportunities.
  • Manage staff actions and succession planning.
  • Ensure HR processes and policies compliance.
  • Monitor performance standards and drive productivity and quality.
  • Encourage growth and development of personnel.
  • Develop future branch operations leaders and promote IOA values.
  • Identify gaps and implement corrective actions.
  • Monitor performance data and communicate with leadership.
  • Collaborate on resolving operational issues with sales personnel.
  • Spend up to 50% of time on account management.

Skills

Account Management
Leadership
Communication
People Management
Negotiation
Strategic Thinking

Education

High School Diploma (or equivalent)

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America is seeking a Branch Operations Manager for Commercial Lines. The hybrid role requires leading the branch operations team, managing budgets, and aligning with regional leadership. You will also personally manage a book of business and participate in acquisitions as needed.

Ideal candidates bring 5+ years in insurance, 2+ years in management, and active P&C licensing. IOA offers competitive pay, benefits, and growth opportunities in a collaborative environment.

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