Branch Ops Leader — P&C Licensed, Hybrid

Insurance Office of America; Escondido (CA); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth & career progress

Job summary

Insurance Office of America seeks a Branch Operations Manager – Commercial Lines to lead IOA operations within the assigned California branch. The role oversees performance, budgeting, policy implementation, HR, and service excellence while also managing a designated book of business as Account Manager.

The ideal candidate will have 5+ years in the industry, 2+ years of management, an active P&C license, and strong communication skills to drive strategic plans and maintain IOA standards across

Qualifications

• 5+ years of industry experience with deep, wide-ranging industry knowledge.
• 2+ years of management experience.
• Active property & casualty licensing.
• Exceptional Account Management skills, spending 50% of time managing a book of business.
• Outstanding communication, people management, and negotiation skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma (or equivalent).

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 and maintain positive relationships with IOA leadership and employees.
• Demonstrate integrity and leadership.

Skills

Team Leadership

Strategic Planning

Financial Management

Budget Management

HR Management

Data Analysis

Communication

Account Management

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America seeks a Branch Operations Manager – Commercial Lines to lead IOA operations within the assigned California branch. The role oversees performance, budgeting, policy implementation, HR, and service excellence while also managing a designated book of business as Account Manager.

The ideal candidate will have 5+ years in the industry, 2+ years of management, an active P&C license, and strong communication skills to drive strategic plans and maintain IOA standards across