Senior Branch Operations Leader - Commercial Lines (Hybrid)

Insurance Office of America

Thousand Oaks (CA)

Hybrid

USD 110,000 - 125,000

Full time

14 days+
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Benefits offered by this job

Competitive salary & bonus
Company-paid health insurance
401K with employer match
Paid holidays & vacation
Career progression
Work-life balance
Community service
Supportive teammates

Job summary

Insurance Office of America (IOA) is seeking a Branch Operations Manager for the Commercial Lines unit. The hybrid role requires coordinating across multiple offices and managing performance, budgets, HR processes, and service standards while personally handling a portion of a book of business.

You will lead an operations team, drive strategic plans, and collaborate with regional leadership to ensure exceptional client service and growth. Strong licensing and communication skills are essential.

Qualifications

  • 5+ years of industry experience with deep, wide-ranging industry knowledge.
  • 2+ years of management experience.
  • All required active property & casualty licensing.
  • Exceptional Account Management skills, spending 50% of time managing a book of business.

Responsibilities

  • Direct daily activities and workflow of the branch team.
  • Drive annual strategic and tactical plans.
  • Manage branch P&L and control costs.
  • 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, 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.

Skills

Industry experience
Management experience
P&C licensing
Account management
Communication skills
Negotiation skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America (IOA) is seeking a Branch Operations Manager for the Commercial Lines unit. The hybrid role requires coordinating across multiple offices and managing performance, budgets, HR processes, and service standards while personally handling a portion of a book of business.

You will lead an operations team, drive strategic plans, and collaborate with regional leadership to ensure exceptional client service and growth. Strong licensing and communication skills are essential.

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