Branch Operations Supervisor - Commercial Lines

Title: Branch Operations Supervisor - 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 direct management of Account Team staff, including assigning tasks and managing workflows, monitoring and improving staff performance, scheduling, human resource management, staffing, training, staff development, staff communication and support, process, policy, and procedure compliance, and modeling core values. 

 
Key Responsibilities: 

• Team Leadership: Manage Account Management staff, monitor performance, and provide coaching. 

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

• Performance Monitoring: Ensure productivity, efficiency, quality, and service standards. 

• Scheduling: Manage staff days off calendars for service continuity. 

• Staffing Levels: Ensure appropriate staffing levels and recommend adjustments. 

• Employee Selection: Participate in interviewing and hiring recommendations. 

• Performance Evaluation: Prepare and deliver performance evaluations. 

• Coaching and Development: Provide coaching, consultation, and training. 

• Professional Development: Encourage growth and development of personnel. 

• Succession Planning: Develop future branch operations leaders. 

• Culture Promotion: Promote IOA culture and improve engagement. 

• Performance Gaps: Identify gaps and implement corrective actions. 

• Data Analysis: Monitor and interpret performance data. 

• Communication: Maintain transparent communication with leadership. 

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

• Policy Enforcement: Implement and enforce company policies. <