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Branch Operations Manager - Commercial Lines

San DiegoHybridFull-time

AI Summary

Manages all insurance operations activities for an assigned IOA branch, including team leadership, budgeting, P&L, HR compliance, and account management for a commercial lines book of business.

About this role

Job Description:

Title:Branch Operations Manager- Commercial Lines

Hybrid:1 day in officeat 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 leadership of all IOA insurance operations management activities within the assigned branch. This includes managing operations team performance, strategic and tactical plan implementation, budgeting, goal setting, reporting, staff professional development, policy and procedure implementation, human resource management, quality assurance, productivity, and customer service management. Additionally, responsible forparticipatingin producer/agency acquisition andintegration, andpersonally serving as Account Manager for an assigned book of business.


Key Responsibilities:

  • Team Leadership: Direct daily activities and workflow of the branch team.

  • Strategic Implementation: Drive annual strategic and tactical plans.

  • Financial Management: Manage branch P&L, control costs, and achieve financial goals.

  • Budget Management: Understand and manage the annual budget.

  • Vision Communication: Communicate leadership vision/mission for the branch.

  • Team Building: Build and manage a qualified operations team.

  • Recruitment and Onboarding:Participatein recruitment and evaluate merger/acquisition opportunities.

  • Personnel Management: Recommend staff actions, including acquisition and succession planning.

  • HR Management: Ensure compliance with HR processes and policies.

  • Performance Standards:Establishand monitor productivity, efficiency, quality, and service standards.

  • Professional Development: Encourage growth and development of personnel.

  • Succession Planning: Develop future branch operations leaders.

  • Culture Promotion: Promote IOA culture and improve engagement.

  • Performance Monitoring:Identifygaps and implement corrective actions.

  • Data Analysis:Monitorand interpret performance data.

  • Communication:Maintaincommunication with Regional Director of Operations and sales leadership.

  • Collaboration: Resolve operational issues with Branch 1099 sales personnel.

  • Account Management: Spend up to 50% of time managing an assigned book of business.

  • Process Improvement: Develop and ensure compliance with core work processes.

  • Policy Enforcement: Implement and enforce company policies.

  • Technical Competence:Maintainhigh technical competence and industryexpertise.

  • Leadership Development: Continuouslyimprovemanagement and leadership skills.

  • Relationship Building: Develop andmaintainpositive relationships with IOA leadership and employees.

  • Champion IOA Values:Demonstrateintegrity and leadership.


Ideal CandidateQualifications:

  • 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

  • Outstandingcommunication, people management, and negotiation skills

  • Proficiencyin 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 $110,000.00 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.

Skills

Account ManagementBudget ManagementExcelHR ComplianceMerger And Acquisition EvaluationMicrosoft OfficeOperations ManagementOutlookP&C LicensingP&L ManagementProductivity MonitoringQuality AssuranceRecruitmentSuccession PlanningWord

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