Branch Operations Supervisor - Commercial Lines

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth and career paths

Work-life balance

Job summary

Insurance Office of America is seeking a Branch Operations Supervisor for Commercial Lines in a hybrid role. The position will include 1 day in office at a San Diego-area location and provides leadership for an Account Management team focused on construction risks.

The ideal candidate holds an active P&C license, brings 2+ years of industry experience, and excels in staff development, HR processes, and performance management within IOA’s service standards.

Qualifications

• 2+ years of industry experience with deep knowledge of commercial insurance workflows.
• Active P&C license is required.
• 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 and supervise tasks.
• HR Management: Ensure compliance with HR processes and policies.
• Performance Monitoring: Track productivity and service quality.
• Scheduling: Oversee staff calendars to ensure service continuity.
• Staffing Levels: Maintain appropriate staffing and advise on adjustments.
• Employee Selection: Participate in interviewing and hiring recommendations.
• Performance Evaluation: Prepare and deliver evaluations.
• Coaching and Development: Provide coaching and training.
• Leadership Development: Build future branch leaders.

Skills

Communication

People management

MS Office

Education

High School Diploma

Tools

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.

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.

Insurance Office of America (IOA) is one of the largest privately held independent insurance brokerages in the United States. Founded in 1988, IOA has more than 1,500 associates located in over 60 offices in the U.S., and it is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.