Operations Supervisor- Commercial Insurance (Remote)

Insurance Office of America; Beaufort (SC); Remote; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Paid holidays

Vacation & sick time

401K with employer match

Career growth

Job summary

Insurance Office of America (IOA) seeks an Operations Supervisor – Commercial Lines to lead Account Management staff at the branch, drive performance and uphold service excellence. The role focuses on managing an assigned book of business, ensuring policy and service accuracy, and coordinating client renewals and new business activity.

The ideal candidate has 5+ years in the industry (or 7+ years in related sales/relationship roles), active licensing, strong analytical and customer service

Qualifications

• 5+ years of industry experience; or 7+ years in sales, marketing or relationship management.
• Active insurance license required.
• Professional designations preferred.
• Strong analytical, problem-solving and decision-making skills.
• Exceptional customer service, communication, multitasking and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma (or equivalent).

Responsibilities

• Lead Account Management staff and ensure performance against standards.
• Promote IOA culture and drive team engagement.
• Support staff training and development.
• Develop future branch operations leaders and succession plans.
• Oversee HR policies, onboarding and evaluations.
• Participate in hiring, interviewing and onboarding.
• Balance workloads to ensure service continuity.
• Ensure data integrity across agency and carrier systems.
• Manage an assigned book of business and renewals.
• Provide subject matter expertise for coverage and service questions.
• Support renewals and new business processes with client focus.

Skills

Insurance brokerage knowledge

Active licensing

MS Office proficiency

Analytical skills

Customer service

Education

High School Diploma or equivalent

Professional designations preferred

Tools

MS Office Suite

Job description

Job Description

Title: Operations Supervisor – Commercial Lines

Book Focus: General

Work Mode: Remote (Southeastern US only) | Location/Supporting: Longwood, FL | Book Focus: General

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

The Operations Supervisor – Commercial Lines is responsible for direct leadership and day-to-day oversight of Account Management staff within the branch. This includes guiding team performance, ensuring compliance with established processes and procedures, maintaining service excellence, supporting staff development, and strengthening operational efficiency. Additionally, this role serves as a senior-level resource for complex client service needs and manages an assigned book of business.

Key Responsibilities

• Performance Standards: Monitor productivity, efficiency, quality, and service standards.
• Culture Promotion: Promote IOA culture and support team engagement.
• Professional Development: Support ongoing staff training and development.
• Succession Planning: Develop future branch operations leaders.
• Direct Staff Management: Lead Account Management staff and provide coaching and guidance.
• HR Management: Ensure compliance with HR policies and processes.
• Recruitment and Onboarding: Participate in hiring, interviewing, and onboarding.
• Performance Communication: Deliver evaluations and maintain transparent communication with leadership.
• Workflow Management: Assign and balance workloads to ensure service continuity.
• Operational Process Excellence: Implement and enforce processes and best practices.
• Data Analysis: Monitor and interpret performance data and take action as needed.
• Data Integrity: Maintain accurate data across agency and carrier systems.
• Account Management: Manage an assigned book of business.
• Technical Support: Serve as a subject matter expert for coverage and service questions.
• Client Relationship Management: Manage client relationships and support renewals and service needs.
• Policy and Service Administration: Oversee policy administration, placement, billing, claims support, and documentation of accuracy.
• Renewal and New Business Execution: Lead or support the full renewal and new business process.
• Service Excellence: Deliver excellent service and proactively anticipate client needs.
• Culture Promotion: Promote IOA culture and improve engagement.
• Policy Compliance: Stay updated on company policies and procedures.
• Champion IOA Values: Demonstrate integrity and leadership.

Ideal Candidate Qualifications

• 5+ years of industry experience; or 7+ years of sales, marketing or relationship management experience
• Thorough knowledge of insurance brokerage and client needs
• Required active licensing
• Professional designations preferred
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational 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