Branch Operations Manager - Commercial Lines

Title: Branch Operations Manager - Commercial Lines 

Hybrid: 1 day in office at 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 for participating in producer/agency acquisition and integration, and personally 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: Participate in 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: Establish and 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: Identify gaps and implement corrective actions. 

• Data Analysis: Monitor and interpret performance data. 

• Communication: Maintain communication 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: Maintain high technical competence and industry expertise. 

• Leadership Development: Continuously improve management and leadership skills. 

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

• Champion IOA Values: Demonstrate integrity and leadership. 

 
Ideal Candidate 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 

• Outstanding communication, people management, and negotiation 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 

• 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)