Branch Operations Leader – P&L, Strategy & Major Accounts

Insurance Office of America

Arcadia (CA)

Hybrid

USD 110,000 - 125,000

Full time

14 days+
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Benefits offered by this job

Health insurance
401K with employer match
Paid holidays
Career progression
Work-life balance

Job summary

Insurance Office of America is seeking a Branch Operations Manager for Commercial Lines. This role leads IOA operations at the assigned California/Oklahoma branch locations, directing the operations team and ensuring efficient performance and customer service across the book of business.

You will implement strategic plans, manage budgets, and participate in producer/agency activities while personally serving as Account Manager for a defined client portfolio.

Qualifications

  • Active P&C licensing is required for the role.
  • 5+ years of industry experience with broad knowledge base.
  • 2+ years of management experience.
  • Strong account management skills with 50% book focus.
  • Excellent communication and negotiation abilities.
  • MS Office proficiency (Outlook, Word, Excel)

Responsibilities

  • Direct daily branch operations and team workflows.
  • Execute annual strategic and tactical plans for the branch.
  • Manage branch P&L and control costs to hit financial goals.
  • Understand and manage the annual budget.
  • Communicate leadership vision and mission for the branch.
  • Build and manage a qualified operations team.
  • Participate in recruitment and evaluate merger/acquisition opportunities.
  • Oversee HR processes and policy compliance.
  • Set and monitor productivity, quality, and service standards.
  • Foster professional development and succession planning.
  • Develop future branch operations leaders and promote IOA values.
  • Monitor performance data and implement corrective actions.
  • Maintain close collaboration with Regional Director of Operations and sales leadership.
  • Spend up to 50% of time on assigned book of business.
  • Drive process improvements and ensure policy enforcement.

Skills

Leadership
Account management
Communication
Negotiation
People management

Education

Active Property & Casualty license
High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America is seeking a Branch Operations Manager for Commercial Lines. This role leads IOA operations at the assigned California/Oklahoma branch locations, directing the operations team and ensuring efficient performance and customer service across the book of business.

You will implement strategic plans, manage budgets, and participate in producer/agency activities while personally serving as Account Manager for a defined client portfolio.

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