Branch Operations Supervisor - Commercial Lines

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays, vacation, and sick time

Career growth and progression

Job summary

Insurance Office of America (IOA) is seeking a Branch Operations Supervisor for its Commercial Lines unit. The hybrid role requires one day in the office across selected California locations, including Aliso Viejo, Glendale, Ontario, San Diego or Santa Barbara.

You will lead account management staff, manage workflows, coach teams, and ensure policy compliance while promoting IOA values. Ideal candidates will have 2+ years of industry experience, an active P&C license, strong communication

Qualifications

• Two or more years of industry experience.
• Active P&C license required.
• Excellent communication and people management skills.
• Proficient in MS Office (Outlook, Word, Excel).
• High School Diploma or equivalent.

Responsibilities

• Lead and manage Account Management staff, assign tasks, and monitor performance.
• Ensure HR processes and policies are followed.
• Monitor productivity, quality, and service standards.
• Schedule staff days off for service continuity.
• Develop staffing plans and participate in hiring decisions.
• Deliver performance evaluations and coaching.

Skills

Team leadership

HR management

Performance monitoring

Scheduling

Staffing

Employee selection

Performance evaluation

Coaching & development

Communication

Leadership development

Relationship building

Champion IOA values

Education

High School Diploma

Tools

MS Office (Outlook, Word, Excel)

Job description

Job Description

Title: Branch Operations Supervisor - Commercial Lines

Hybrid: 1 day in office at either the Aliso Viejo, Glendale, Ontario, San Diego or Santa Barbara office locations

Supporting: IOA - Orange County | Book Focus: Construction | Requirement: active P&C license

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role

Responsible for direct management of Account Team staff, including assigning tasks and managing workflows, monitoring and improving staff performance, scheduling, human resource management, staffing, training, staff development, staff communication and support, process, policy, and procedure compliance, and modeling core values.

Key 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.

Ideal Candidate Qualifications

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

What We Offer

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What To Expect (Application Process)

• 30-Minute Phone Screen, Online Assessments, and Interview(s).

Salary Range

The expected pay range for this position is $100,000.00 to $125,000.00 per year, depending on experience, relevant skills, and geographic location

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.