Commercial Lines - Branch Operations Manager
Description Position at Insurance Office of America JOB
Summary:
Responsible for leadership of all IOA insurance operations management activities within assigned branch, including:
Managing branch office and operations team at branch level; Interview, hiring and termination responsibilities, strategic and tactical plan implementation; budgeting and goal setting; reporting; staff professional performance, training and development; policy and procedure implementation; human resource management; quality assurance, productivity, and customer service management; participating in producer/agency acquisition and integration.
Essential Functions:
Maintains high degree of technical competence and industry / market expertise Drives implementation of annual short and mid-term strategic and tactical plans established by Regional President and Director of Operations as necessary to achieve identified branch goals and objectives that are consistent with the region and company strategy Understands and actively manages branch level annual budget and P&L provided by Regional leadership, ensuring assigned direct and indirect costs are controlled and annual financial goals are achieved Builds, directs and manages a highly qualified operations team within branch, and actively deploys manpower to ensure work volumes are accomplished effectively and efficiently Exercises discretion and independent judgment to ensure beneficial outcomes for clients and IOA Serves as primary front-line Human Resource manager for branch, working with operational and sales personnel to ensure all HR processes, policies, and procedures are followed and administrative requirements met Maintains frequent and transparent communication regarding branch performance and activities with Regional Director of Operations and Regional sales leadership team.
Works effectively with Branch 1099 sales personnel, seeking input and developing win-win solutions to any operations-related process, service, quality, or personnel issues Monitors day-to-day activities and workflows, delegation and prioritization of assignment/task, communication on performance expectations, and monitoring execution to ensure performance requirements and timelines are met Monitors team performance to ensure productivity, efficiency, quality, and service standards are met, implementing timely corrective actions and terminations when appropriate Provides training, mentoring, and ongoing professional development of account team and/or new hire Completing timely performance evaluations for all direct reports Leads implementation and enforcement of all company office and work rules, standards policies and procedures Ensures compliance with core work processes throughout the branch, including identifying, adopting and demonstrating best practices Participates in new employee selection process, including interviewing and making hiring recommendation Develops the next generation of branch operations leadership, including identifying and preparing succession candidates for Branch Operations Manager/Operations Team Leader/Operations Supervisor roles Serves as an account management Subject Matter Expert, answering questions, providing support, and developing solutions to client problems for account team and Producers Serves as information/communication conduit between Producer(s) and account team Continually stays abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures Continually seeks to improve individual and team performance, including identifying, communicating and adopting best practices Ensures management/leadership skills are continuously improved by actively participating in internal/external professional development opportunities.
Develops and maintains positive, productive relationships with IOA leadership, peers, co-workers, and employees Communicates leadership vision/mission for branch that compliments the larger IOA corporate vision/mission Actively promotes IOA culture at all times, including initiation of and participation in branch level team building and other activities to continuously improve employee engagement Lives and champions IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership Regular and consistent attendance is expected and a necessary component to the job Performs other duties as assigned NON-
Essential Functions:
Maintaining a safe and clean office environment Ensuring office is stocked with essential supplies and equipment Participation in team building and other activities QUALIFICATIONS AND
Experience:
7
years of industry experience; 5
years of management experience Possesses an in-depth knowledge of the insurance brokerage business and assigned clients' needs All required active licensing Exceptional Account Management skills preferred Prior Applied Epic Agency Management System experience preferred At least one professional designation preferred, such as CIC or equivalent Strong analytical, problem solving and decision making skills Excellent organizational, prioritization and delegation skills Exceptional customer advocacy skills Outstanding verbal/written communication skills Ability to perform large work volumes with high degrees of accuracy and attention to detail PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel Exceptional personal character High School Diploma (or equivalent) Any unsolicited resumes or candidate profiles submitted to e-mail accounts of employees of Insurance Office of America, hereafter referred to as IOA, or any of its subsidiaries are considered property of IOA for recruiting purposes and are not subject to payment of agency fees.
In order to be an authorized vendor for IOA, any such agency must have an existing formal written agreement signed by an authorized IOA HR leader and an active working relationship with the organization.
Resumes must be submitted according to our candidate submission process, which includes being actively engaged by IOA on the particular search by a member of our Talent Acquisition Team.
Likewise, for our authorized Vendors, if the candidate submission process is not followed, no agency fees will be paid by IOA or our subsidiaries.
Recommended Skills Account Management Administration Analytical Attention To Detail Brokerage Coaching And Mentoring Estimated Salary: $20 to $28 per hour based on qualifications.
Summary:
Responsible for leadership of all IOA insurance operations management activities within assigned branch, including:
Managing branch office and operations team at branch level; Interview, hiring and termination responsibilities, strategic and tactical plan implementation; budgeting and goal setting; reporting; staff professional performance, training and development; policy and procedure implementation; human resource management; quality assurance, productivity, and customer service management; participating in producer/agency acquisition and integration.
Essential Functions:
Maintains high degree of technical competence and industry / market expertise Drives implementation of annual short and mid-term strategic and tactical plans established by Regional President and Director of Operations as necessary to achieve identified branch goals and objectives that are consistent with the region and company strategy Understands and actively manages branch level annual budget and P&L provided by Regional leadership, ensuring assigned direct and indirect costs are controlled and annual financial goals are achieved Builds, directs and manages a highly qualified operations team within branch, and actively deploys manpower to ensure work volumes are accomplished effectively and efficiently Exercises discretion and independent judgment to ensure beneficial outcomes for clients and IOA Serves as primary front-line Human Resource manager for branch, working with operational and sales personnel to ensure all HR processes, policies, and procedures are followed and administrative requirements met Maintains frequent and transparent communication regarding branch performance and activities with Regional Director of Operations and Regional sales leadership team.
Works effectively with Branch 1099 sales personnel, seeking input and developing win-win solutions to any operations-related process, service, quality, or personnel issues Monitors day-to-day activities and workflows, delegation and prioritization of assignment/task, communication on performance expectations, and monitoring execution to ensure performance requirements and timelines are met Monitors team performance to ensure productivity, efficiency, quality, and service standards are met, implementing timely corrective actions and terminations when appropriate Provides training, mentoring, and ongoing professional development of account team and/or new hire Completing timely performance evaluations for all direct reports Leads implementation and enforcement of all company office and work rules, standards policies and procedures Ensures compliance with core work processes throughout the branch, including identifying, adopting and demonstrating best practices Participates in new employee selection process, including interviewing and making hiring recommendation Develops the next generation of branch operations leadership, including identifying and preparing succession candidates for Branch Operations Manager/Operations Team Leader/Operations Supervisor roles Serves as an account management Subject Matter Expert, answering questions, providing support, and developing solutions to client problems for account team and Producers Serves as information/communication conduit between Producer(s) and account team Continually stays abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures Continually seeks to improve individual and team performance, including identifying, communicating and adopting best practices Ensures management/leadership skills are continuously improved by actively participating in internal/external professional development opportunities.
Develops and maintains positive, productive relationships with IOA leadership, peers, co-workers, and employees Communicates leadership vision/mission for branch that compliments the larger IOA corporate vision/mission Actively promotes IOA culture at all times, including initiation of and participation in branch level team building and other activities to continuously improve employee engagement Lives and champions IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership Regular and consistent attendance is expected and a necessary component to the job Performs other duties as assigned NON-
Essential Functions:
Maintaining a safe and clean office environment Ensuring office is stocked with essential supplies and equipment Participation in team building and other activities QUALIFICATIONS AND
Experience:
7
years of industry experience; 5
years of management experience Possesses an in-depth knowledge of the insurance brokerage business and assigned clients' needs All required active licensing Exceptional Account Management skills preferred Prior Applied Epic Agency Management System experience preferred At least one professional designation preferred, such as CIC or equivalent Strong analytical, problem solving and decision making skills Excellent organizational, prioritization and delegation skills Exceptional customer advocacy skills Outstanding verbal/written communication skills Ability to perform large work volumes with high degrees of accuracy and attention to detail PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel Exceptional personal character High School Diploma (or equivalent) Any unsolicited resumes or candidate profiles submitted to e-mail accounts of employees of Insurance Office of America, hereafter referred to as IOA, or any of its subsidiaries are considered property of IOA for recruiting purposes and are not subject to payment of agency fees.
In order to be an authorized vendor for IOA, any such agency must have an existing formal written agreement signed by an authorized IOA HR leader and an active working relationship with the organization.
Resumes must be submitted according to our candidate submission process, which includes being actively engaged by IOA on the particular search by a member of our Talent Acquisition Team.
Likewise, for our authorized Vendors, if the candidate submission process is not followed, no agency fees will be paid by IOA or our subsidiaries.
Recommended Skills Account Management Administration Analytical Attention To Detail Brokerage Coaching And Mentoring Estimated Salary: $20 to $28 per hour based on qualifications.
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