Hybrid Branch Operations Leader - Insurance & Growth

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

Benefits offered by this job

Competitive salaries

Company-paid health insurance

Paid holidays and time off

401K with employer match

Professional growth

Job summary

Insurance Office of America seeks a Branch Operations Manager for Commercial Lines in California. This hybrid role requires leading the branch operations team, driving strategic plans, managing the P&L, and ensuring service excellence while assisting in acquisition efforts and client accounts.

The ideal candidate has 5+ years in the industry, 2+ years in management, and active P&C licensing, with strong communication and negotiation skills and MS Office proficiency.

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 HR processes and policies are followed.
• Establish and monitor productivity, efficiency, quality, and service standards.
• Encourage growth and development of personnel.
• Develop future branch operations leaders.
• Promote IOA values 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.

Skills

Account Management

Communication

People Management

Negotiation

MS Office

Education

High School Diploma (or equivalent)

Job description

Insurance Office of America seeks a Branch Operations Manager for Commercial Lines in California. This hybrid role requires leading the branch operations team, driving strategic plans, managing the P&L, and ensuring service excellence while assisting in acquisition efforts and client accounts.

The ideal candidate has 5+ years in the industry, 2+ years in management, and active P&C licensing, with strong communication and negotiation skills and MS Office proficiency.