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Broker Operations Manager Jobs in California (NOW HIRING)

Our experienced brokers are specialized in property, casualty, professional lines, transportation ... The successful candidate will support the entire ProExec team by managing a variety of operational ...

Our experienced brokers are specialized in property, casualty, professional lines, transportation ... The successful candidate will support the entire ProExec team by managing a variety of operational ...

You are the operational backbone of People at Overjet - the person who ensures payroll closes ... Benefits administration experience: you've run or supported open enrollment and can manage a broker ...

New

Support brokers and the broader team with administrative and operational tasks as needed, ensuring deadlines are met and priorities are managed effectively. * Learn and effectively use internal ...

New

Support brokers and the broader team with administrative and operational tasks as needed, ensuring deadlines are met and priorities are managed effectively. * Learn and effectively use internal ...

New

Manage the entire import clearance workflow: from customs entries and ISF filings to broker ... broker disputes, compliance issues, and audit findings. * Partner with Sales, Operations, Finance ...

CHB Operations Associate

Gardena, CA · On-site

$56K - $60K/yr

You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts, partnering closely with customers, carriers, government agencies, and internal teams. This role is well ...

Showing results 21-40

Broker Operations Manager information

What does a Broker Operations Manager do?

A Broker Operations Manager oversees the daily operations of brokerage firms, ensuring that trading, compliance, and client service processes run smoothly and efficiently. They manage teams responsible for processing transactions, reconciling accounts, and maintaining regulatory compliance. Additionally, they streamline workflows, implement new technologies, and handle escalations from clients or staff. Their goal is to optimize the firm's operational performance while minimizing risks and ensuring adherence to industry regulations.

What are the key skills and qualifications needed to thrive as a Broker Operations Manager?

To thrive as a Broker Operations Manager, you need expertise in financial operations, regulatory compliance, and process optimization, typically supported by a degree in finance or business and relevant industry experience. Familiarity with brokerage platforms, CRM systems, and regulatory reporting tools is essential, and certifications such as Series 7 or Series 63 can be advantageous. Strong leadership, problem-solving abilities, and excellent communication skills help drive team performance and client satisfaction. These competencies are crucial for ensuring smooth, compliant operations and maintaining a high standard of service in a dynamic financial environment.

What are some common challenges faced by a Broker Operations Manager, and how can they be addressed?

A Broker Operations Manager often encounters challenges in streamlining workflow processes, ensuring regulatory compliance, and maintaining clear communication between brokers, clients, and internal teams. Balancing multiple priorities while adapting to evolving industry regulations can be demanding. Addressing these challenges typically involves implementing robust operational procedures, fostering a culture of transparency, and leveraging technology to automate routine tasks. Effective team leadership and ongoing professional development also play key roles in overcoming these obstacles and promoting operational excellence.

What is the difference between Broker Operations Manager vs Insurance Underwriting Manager?

AspectBroker Operations ManagerInsurance Underwriting Manager
Required CredentialsBroker license, industry certificationsUnderwriting certifications, actuarial knowledge
Work EnvironmentBrokerage firms, insurance agenciesInsurance companies, underwriting departments
Employer & Industry UsageUsed in brokerage and agency settingsCommon in insurance carriers and underwriting firms
Search & Comparison IntentUnderstanding broker operations, managing broker teamsAssessing underwriting processes, risk evaluation

The Broker Operations Manager primarily oversees daily brokerage activities, client relations, and compliance within insurance agencies. In contrast, the Insurance Underwriting Manager focuses on evaluating risks, setting policy terms, and managing underwriting teams. While both roles require industry-specific certifications and work within the insurance sector, their core responsibilities differ—broker managers handle client and broker relations, whereas underwriting managers focus on risk assessment and policy approval.

What cities in California are hiring for Broker Operations Manager jobs?

Cities in California with the most Broker Operations Manager job openings:

Infographic showing various Broker Operations Manager job openings in California as of July 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% In-person job distribution.

Fleet & Asset Operations Manager

Champions Group Holdings

Brea, CA • On-site

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

Job Description: Job Summary The Fleet & Asset Operations Manager is a key member of the Business Operations organization and is responsible for all areas of fixed asset management, including fleet, capital equipment, and facilities. The Fleet & Asset Operations Manager is the primary driver of asset performance, fleet & asset strategy and standardization across brands, improvement efforts, issue resolution, risk mitigation, safety, cost management and on-going continuous improvement. They will support optimizing multimillion annual asset spend via data driven decision making and capital planning. This position will translate department strategy into specific roadmaps, key performance indicators and metrics for measuring progress. Collaborates with site operational and functional leaders to develop a high-performance culture by meeting overall operational objectives and implementing standardized processes and procedures that increase gross margin and minimize cost while maximizing the value delivered to our field. Performs all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. Key Responsibilities Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.Implement Strategies: Develop and execute multi-year strategies to improve fleet and asset utilization, reduce costs, and enhance service quality.Partnerships: Partner with Field Operations, Finance, and Brand leaders to ensure fleet and fixed assets, and facility supports revenue growth and service excellence.Data Analysis: Build and leverage asset analytics and reporting capabilities to enable data-driven decisions. Translate data into actionable insights for operations leaders. Standardize reporting across all brands for visibility and accountability.Leadership: Collaborate with business leaders to develop and define best-in-class practices for drivers and vehicles, fostering a culture of safety and excellence.Change Management & Influence: Lead enterprise-wide change initiatives across multiple brands with varying maturity levels. Influence stakeholders without direct authority to drive adoption of standardized programs. Build strong relationships with field leaders to ensure alignment and execution Fleet OperationsOversee Fleet Operations: Serves as the primary liaison between field operations, home office, and fleet management company to ensure that vehicle data, programs and policies are in place and accurate. Manage daily operations of our fleet, ensuring optimal performance and efficiency.Vendor Management: Work with fleet management company, vehicle vendors, repair facilities, insurance providers/brokers and others to ensure optimal performance of fleet. Identify potential cost savings through active negotiations. Own relationships with: Fleet Management Companies (Holman), Telematics Companies (Samsara), OEMs and Vehicle Suppliers, Maintenance networks and fuel providers.Repair & Maintenance (R&M): Oversee preventive maintenance and repair programs across the fleet to maximize vehicle uptime and useful life. Monitor R&M spend and trends, manage repair network performance, and identify opportunities to reduce cost per vehicle.Compliance & Safety: Ensure fleet compliance with all applicable regulations, including DOT, OSHA, and state emissions requirements (e.g., CARB), as well as vehicle registration, licensing, and insurance administration. Support the risk and safety team on accident prevention programs and support claims resolution. Capital Equipment (Fixed Assets)Asset Register & Accuracy: Maintain an accurate fixed asset register for capital equipment in partnership with Finance, ensuring asset records, locations, and assignments are current across all brands.Capital Planning & Replacement: Build and maintain capital planning and replacement models for capital equipment, aligning replacement cycles with depreciation schedules, downtime risk, and field productivity.Lifecycle Management: Oversee acquisition, deployment, redeployment, and disposal of capital equipment across brands, ensuring assets are utilized effectively before new purchases are approved.Standardization: Define standard equipment specifications across brands to leverage purchasing scale and simplify maintenance and support.Scope: Small tools and consumables below the company's capitalization threshold remain managed at the brand and warehouse level. Facilities Operations Facility Support & Expansion: Support facility expansion, relocations, renovations, and new site openings, including site evaluation, due diligence support, lease coordination, project oversight, and operational readiness.License & Permit Management: Manage facility-related licenses, permits, and registrations across all brands, ensuring accurate records and timely renewals.Facility Vendor Coordination: Coordinate contractors, brokers, landlords, and service providers supporting facility projects to ensure on-time, on-budget delivery.Scope: Day-to-day maintenance, facility operations, and site management remain with local brand and site leadership, with this role providing standards, project coordination, vendor support, and enterprise oversight as needed. Project & Stakeholder ManagementLead and manage cross-functional projects from initiation through execution, ensuring timely delivery and measurable outcomes.Serve as a liaison between technical teams and business stakeholders to ensure project alignment and effective communication.Perform other related duties as assigned, contributing to the overall success and agility of the organization.Perform other related duties as assigned. Fleet OperationsOversee Fleet Operations: Serves as the primary liaison between field operations, home office, and fleet management company to ensure that vehicle data, programs and policies are in place and accurate. Manage daily operations of our fleet, ensuring optimal performance and efficiency.Vendor Management: Work with fleet management company, vehicle vendors, repair facilities, insurance providers/brokers and others to ensure optimal performance of fleet. Identify potential cost savings through active negotiations. Own relationships with: Fleet Management Companies (Holman), Telematics Companies (Samsara), OEMs and Vehicle Suppliers, Maintenance networks and fuel providers.Repair & Maintenance (R&M): Oversee preventive maintenance and repair programs across the fleet to maximize vehicle uptime and useful life. Monitor R&M spend and trends, manage repair network performance, and identify opportunities to reduce cost per vehicle.Compliance & Safety: Ensure fleet compliance with all applicable regulations, including DOT, OSHA, and state emissions requirements (e.g., CARB), as well as vehicle registration, licensing, and insurance administration. Support the risk and safety team on accident prevention programs and support claims resolution. Capital Equipment (Fixed Assets)Asset Register & Accuracy: Maintain an accurate fixed asset register for capital equipment in partnership with Finance, ensuring asset records, locations, and assignments are current across all brands.Capital Planning & Replacement: Build and maintain capital planning and replacement models for capital equipment, aligning replacement cycles with depreciation schedules, downtime risk, and field productivity.Lifecycle Management: Oversee acquisition, deployment, redeployment, and disposal of capital equipment across brands, ensuring assets are utilized effectively before new purchases are approved.Standardization: Define standard equipment specifications across brands to leverage purchasing scale and simplify maintenance and support.Scope: Small tools and consumables below the company's capitalization threshold remain managed at the brand and warehouse level. Facilities Operations Facility Support & Expansion: Support facility expansion, relocations, renovations, and new site openings, including site evaluation, due diligence support, lease coordination, project oversight, and operational readiness.License & Permit Management: Manage facility-related licenses, permits, and registrations across all brands, ensuring accurate records and timely renewals.Facility Vendor Coordination: Coordinate contractors, brokers, landlords, and service providers supporting facility projects to ensure on-time, on-budget delivery. Other Job Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time without notice. Qualifications and Requirements Proven experience managing large, distributed fleets (1,000+ vehicles preferred)Experience in multi-entity or acquisition-driven organizations strongly preferredCertifications in any of the following preferred: CIRM, CPSM, PMP, SCOR, Lean, Six SigmaEducation and/or experience equivalent to a bachelor's degree in business, Finance or related field. 7+ years of fleet management experience, preferably in: Home services, construction, logistics, or field service environmentsTechnical Skills and Core CompetenciesStrategic Mindset with ability to operate both at an enterprise and tactical levels.Strong Financial and Analytical skills experience building data models is criticalDemonstrate success in cost optimization and vendor negotiations.Advanced Data management and visualization excel/financial modeling – PowerBI skill set is preferred.What success looks like (first 6 months)Establish baseline for fleet cost, utilization, and performance across all brandsIdentify and begin executing top 3-5 cost savings initiativesImplement standard reporting and KPIsBuild Initial capital planning model and replacement strategyDevelop fleet integration playbook for acquisitionsAdditional QualificationsTime Management: Able to track and prioritize tasks in a fast-paced environment with several simultaneous projects. Ability to operate with a sense of urgency in a fast-paced work environment.Communication: Able to effectively persuade and influence both entrepreneurial leaders and traditional leaders. Able to read, write and communicate professionally and effectively across diverse cultures. Able to present information and respond to questions with peers, managers, clients, customers, and the general public on technical subjects. Comfortable working independently and in a team setting.Reasoning Ability: Able to define problems, collect data, establish facts, draw valid conclusions, and solve day-to-day level problems. Ability to interpret an extensive variety of data/instructions in numeric or diagram form with several abstract and concrete variables.Math Ability: Able to work with mathematical concepts such as probability and statistical inference. Able to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.Technology Skills: Word processing, spreadsheets, internet software, and email. Familiar/experienced with FMC management systems, ERP/CRM Systems, claims management databases, and business intelligence software or other similar data applications. BenefitsCompetitive Pay with performanceCareer Growth Opportunities – We promote from within.Comprehensive Benefits:Medical, dental, and vision insurance401(k) with company matchPaid vacation, holidays, and sick leavePositive Work Environment: Supportive and team-oriented. Work Environment This position operates in an office environment and requires the ability to remain in a stationary position for extended periods of time. Frequently operates a computer and other standard office equipment. Occasionally moves items up to 20 pounds. Ability to communicate and exchange accurate information with internal and external stakeholders is required. Must be able to work under centrally controlled fluorescent lighting. Reasonable accommodations may be made to perform essential functions. #CGHP Pay Range $130,000—$145,000 USD About Champions Group: Champions Group is a nationwide leading provider of essential home services specializing in heating, air conditioning and plumbing services. With the mission to maintain long term relationships with its customers, Champions Group is dedicated to delivering timely, high-quality services across a comprehensive suite of HVAC, plumbing and electrical products. Champions Group Holdings includes brands from across the country, including Adeedo!, ASI, Bee's Plumbing, Bell Brothers, Fetch-A-Tech, HELP, Hobaica, Howard Air, JW Plumbing Heating and Air, Lex Cooling, Heating, Plumbing & Electrical, M and M Heating, Cooling, Plumbing & Electrical, McAfee Heating and Air, Moore Home Services, ProSkill Services, Scottsdale Air, Seatown Electric, Plumbing, Heating & Air, Service Champions, Service Wizard, Sierra Air, Swan Plumbing, Heating & Air Conditioning and Timo's Air Conditioning & Heating. We are an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic outlined by federal, state, or local laws. Additionally, we will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the California Fair Chance Act and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Champions Group Privacy Policy