Commercial Lines Manager

Job Summary

• Responsible for leadership of all IOA insurance operations management activities within assigned branch, including : Managing operations team performance at branch level;
• strategic and tactical plan implementation; budgeting and goal setting; reporting; management of W-2 operations team; staff professional development;
• policy and procedure implementation; human resource management; quality assurance, productivity, and customer service management;

participating in producer / agency acquisition and integration; personally serving as Account Manager for an assigned book of business.

What You’ll Do :

• Live and champion IOA core values at all times, demonstrating the highest levels of personal character, integrity, and servant leadership.
• Drive implementation of annual short and mid-term strategic and tactical plans established by Regional President and necessary to achieve identified branch goals and objectives and consistent with Region and Company strategy.
• Actively manage branch level P&L provided by Regional leadership, ensuring assigned direct and indirect costs are controlled and annual financial goals are achieved.
• Understand and manage to annual budget for branch.
• Communicate leadership vision / mission for branch that compliments the larger IOA corporate vision / mission.
• Build, direct and manage a highly qualified operations team within branch, and actively deploy manpower to ensure work volumes are accomplished effectively and efficiently.
• Grow branch by participating in recruitment and on-boarding of qualified Producers and evaluation and integration of agency (Eagle and IOA) merger / acquisition opportunities.
• Make recommendations regarding staff, management, and 1099 personnel actions within branch, including acquisition, disciplinary action, and succession / replacement.
• Directly manage W-2 operations staff within the branch, including communicating expectations, monitoring individual employee performance, coaching and counseling, and taking appropriate corrective actions as needed.
• Serve 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.
• Establish and communicate productivity, efficiency, quality, and service standards within the branch, and continuously monitors and improves performance.
• Encourage ongoing growth and professional development of all operations personnel within branch.
• Develop the next generation of branch operations leadership, including identifying and preparing succession candidates for Branch Operations Manager / Operations Team Leader / Operations Supervisor roles.
• Actively promote IOA culture at all times, including initiation of and participation in branch level team building and other activities to continuously improve employee engagement.
• Quickly identify gaps and shortfalls in branch performance and proactively develop, communicate, and implement corrective actions to take.
• Continuously monitor and interpret branch performance data and reports (KPIs), and takes appropriate actions based on conclusions.
• Maintain frequent and transparent communication regarding branch performance and activities with Regional Director of Operations and Regional sales leadership team.
• Work effectively with Branch 1099 sales personnel, seeking input and developing win-win solutions to any operations-related process, service, quality, or personnel issues.
• Spend 50% of time as Account Manager for an assigned book of business, and meet all performance expectations regarding production, quality, and service associated with that book.
• Develop, implement, improve, and ensure compliance with core work processes throughout the branch, including identifying and adopting best practices.
• Lead implementation and enforcement all company work rules, standards, and policies and procedures in branch.
• Maintain high degree of technical competence and industry / market expertise.
• Ensure management / leadership skills are continuously improved by actively participating in internal / external professional development opportunities.
• Develop and maintain positive, productive relationships with IOA leadership, peers, co-workers, and employees.
• Perform other duties as assigned.

What We’re Looking For :

5+ years of industry experience, with deep, wide-ranging industry knowledge

2+ years management experience

All required active licensing

Exceptional IOA Account Management skills, spending 50% of time managing book

Outstanding verbal / written communication skills

Demonstrated outstanding people management skills

Negotiation skills

PC proficiency

Exceptional personal character

What We Offer :

• Competitive salaries and bonus earning potential
• Great benefits, including company paid health insurance
• Paid time off for holidays, vacations, and sick time
• 401K with an employer match
• Participation in our employee stock plan
• Opportunities for professional growth and career progression
• A culture that emphasizes respect for every individual
• Company commitment to work / family life balance and community service
• Teammates who share your drive for excellence
• Knowing every day you are helping our clients protect their families and businesses

Still wondering if IOA is the right fit for you?

• If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
• If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
• If you want to feel the peace of knowing that you’ve made the best decision of your professional life, then IOA is right for you.
30+ days ago