Pleasanton, California, United States · Hybrid
$105k–$115k/yr
Job Description: Title: Operations Supervisor – Commercial Lines Hybrid: 1-2 of days in office | Location: Pleasanton, California Please note: If this position is posted as either fully remote and/or hybrid, in accordanc…
Skills: Leadership, Account management, Insurance brokerage, Performance management, Analytical skills
Apopka, Florida, United States · Hybrid
$80k–$100k/yr
Job Description: Title: Senior Financial Analyst Work Mode: Fully remote| Location/Supporting: Longwood, FL office | Experience: Previous experience working in the insurance industry. Bachelor's degree required. Please n…
Skills: Financial analysis, Budgeting, Forecasting, Variance analysis, Investment analysis
Winnipeg, Manitoba, Canada · Hybrid
$65k–$80k/yr
Job Description: Title: Account Manager - Commercial Lines Hybrid Preferred: 1 day in the Binghamton, NY or Syracuse, NY office OR Fully Remote: applicants residing in Eastern or Central Time Zones Book Focus: Constructi…
Skills: Account management, Commercial insurance, Construction insurance, Contractor insurance, Property & casualty licensing
Winnipeg, Manitoba, Canada · Hybrid
$70k–$90k/yr
Job Description: Commercial Insurance Account Manager Book Focus: Transportation Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing withi…
Skills: Commercial insurance, Transportation insurance, Trucking insurance, Policy administration, Customer service
Auburn, Alabama, United States · Hybrid
$60k–$115k/yr
Job Description: Commercial Insurance Account Manager 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 bra…
Skills: Commercial insurance, Account management, Construction insurance, Contractor insurance, Policy administration
Monticello, Florida, United States · Remote OK
Job Description: Commercial Insurance Account Manager 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 bra…
Skills: Commercial Insurance, Account Management, Risk Management, Property and Casualty Insurance
Apollo Beach, Florida, United States · Hybrid
$100k–$130k/yr
Job Description: Job Description Title: Integration Manager – M&A Remote: Florida candidates | Supporting: IOA - Home Office (M&A Integration) Requirements: Bachelors Degree in Business (or related field), 8-10 years P&C…
Skills: Project management, M&A integration, P&C insurance, Stakeholder management, Change management
Washington, District of Columbia, United States · Hybrid
$125k–$150k/yr
Job Description: Title: Director, Commercial Lines Fully Remote: preferred Central Time Zone working hours Required: 5-7 years experience in a commercial lines operational leadership (or similar) role w/ a large brokerag…
Skills: Commercial lines operations, Operational leadership, Process optimization, Workflow standardization, Root cause analysis
Clermont, Florida, United States · Hybrid
$19/hr–$22/hr
Job Description: Title: Desktop Support Specialist This position is 5 days fully in office at our Longwood, FL office, however, can be hybrid 1-2 days after 90 days based on performance. Please note: If this position is …
Skills: Technical Support, Software Troubleshooting, Hardware Setup, Help Desk Management, System Maintenance
Lakewood Ranch, Florida, United States · Remote OK
$28/hr–$40/hr
Job Description: Title: Implementation Specialist Work Mode: Fully remote | Location/Supporting: Lakewood Ranch, FL or Longwood, FL | Experience: 3-5 years Payroll / HRIS / Implementation experience required. Must have U…
Skills: UKG Ready, Payroll Configuration, HRIS Implementation, Time & Labor Management, Benefits Administration
Lakewood Ranch, Florida, United States · Remote OK
$24/hr–$34/hr
Job Description: Title: Payroll & Client Service Specialist Fully Remote, though hybrid preferred if located near Lakewood Ranch or Longwood, FL. About the Role: The UKG Ready Payroll & Client Service Specialist “CSR” is…
Skills: UKG Ready, Payroll Processing, Client Training, Technical Support, Excel
Monticello, Florida, United States · Hybrid
$70k–$90k/yr
Job Description: Title: Account Manager - Commercial Lines Fully Remote: candidates in Eastern or Central Time Zones Supporting: Shared Services – provides temporary service support to IOA account teams and producers, fo…
Skills: Account Management, Commercial Insurance, Policy Administration, Coverage Analysis, Claims Handling
Indianapolis, Indiana, United States · Hybrid
$50k–$60k/yr
Job Description: Title: Personal Lines Account Manager Fully remote for candidates based in CST/EST time zone. | Experience: Florida personal lines experience. Please note: If this position is posted as either fully remo…
Skills: Personal Lines Insurance, Client Service, Policy Renewals, Remarketing, Invoicing
Alhambra, California, United States · Hybrid
$80k–$100k/yr
Job Description: Title: Account Manager - Commercial Lines Remote: for California residents, Los Angeles County area (strongly preferred) Supporting: Los Angeles, CA Region | Book Focus: General, Manufacturing Requiremen…
Skills: Account Management, Property & Casualty Licensing, Customer Service, Policy Administration, Coverage Analysis
Monticello, Florida, United States · Hybrid
$60k–$80k/yr
Job Description: Title: Branch Operations Supervisor - Commercial Lines Fully Remote: This is a fully remote role open to applicants across the United States, with the exception of candidates residing in Alaska, Arizona,…
Skills: Team Leadership, Account Management, HR Management, Performance Monitoring, Staffing
On-site
Job Description: Job Summary This evergreen requisition is designed to serve as a centralized intake point for internal employee referrals when a specific open requisition is not available at the time of submission. Cand…
Skills: Commercial Lines, Employee Benefits, Sales, Relationship Building, Communication Skills
Pleasanton, California, United States • Hybrid
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The Operations Supervisor is responsible for leading and overseeing Account Management staff to ensure operational efficiency and service excellence. This role also involves managing an assigned book of business and serving as a senior-level resource for complex client service needs.
Candidates must have at least 5 years of industry experience or 7 years in sales, marketing, or relationship management. A high school diploma is required, along with active insurance licensing and proficiency in MS Office.
Title: Operations Supervisor – Commercial Lines
Hybrid: 1-2 of days in office | Location: Pleasanton, California
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: The Operations Supervisor – Commercial Lines is responsible for direct leadership and day-to-day oversight of Account Management staff within the branch. This includes guiding team performance, ensuring compliance with established processes and procedures, maintaining‑ service excellence, supporting staff development, and strengthening operational efficiency. Additionally, this role serves as a senior-level resource for complex client service needs and manages an assigned book of business.
Key Responsibilities:
Performance Standards: Monitor productivity, efficiency, quality, and service standards.
Culture Promotion: Promote IOA culture and support team engagement.
Professional Development: Support ongoing staff training and development.
Succession Planning: Develop future branch operations leaders.
Direct Staff Management: Lead Account Management staff and provide coaching and guidance.
HR Management: Ensure compliance with HR policies and processes.
Recruitment and Onboarding: Participate in hiring, interviewing, and onboarding.
Performance Communication: Deliver evaluations and maintain transparent communication with leadership.
Workflow Management: Assign and balance workloads to ensure service continuity.
Operational Process Excellence: Implement and enforce processes and best practices.
Data Analysis: Monitor and interpret performance data and take action as needed.
Data Integrity: Maintain accurate data across agency and carrier systems.
Account Management: Manage an assigned book of business.
Technical Support: Serve as a subject matter expert for coverage and service questions.
Client Relationship Management: Manage client relationships and support renewals and service needs.
Policy and Service Administration: Oversee policy administration, placement, billing, claims support, and documentation of accuracy.
Renewal and New Business Execution: Lead or support the full renewal and new business process.
Service Excellence: Deliver excellent service and proactively anticipate client needs.
Culture Promotion: Promote IOA culture and improve engagement.
Policy Compliance: Stay updated on company policies and procedures.
Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications:
5+ years of industry experience; or 7+ years of sales, marketing or relationship management experience
Thorough knowledge of insurance brokerage and client needs
Required active licensing
Professional designations preferred
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communication, multitasking, and organizational 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)
The expected pay range for this position is $105,000.00 - $115,000.00 per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.
Offices: 1855 West SR 434, Longwood, FL 32750, US
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.
Offices: 1855 West SR 434, Longwood, FL 32750, US
