About This Role
This Branch Operations Manager role involves leading all insurance operations management activities within an assigned branch, focusing on commercial lines. The position requires managing team performance, implementing strategic plans, and overseeing budgeting and quality assurance. It suits a candidate with strong leadership skills who can also participate in producer/agency acquisition and integration, and manage an assigned book of business.
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 compliance with HR processes and policies
- Establish and monitor productivity, efficiency, 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
- Demonstrate integrity and leadership
Requirements
- 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)
Benefits
- Bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time