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Broker Operations Manager Jobs in Virginia (NOW HIRING)

JOB SUMMARY The Broker Account Representative at is responsible for building and managing strong ... Collaborate with marketing and operations to provide broker feedback and enhance tools like the ...

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Broker Operations Manager information

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 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, and why are they important?

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 cities in Virginia are hiring for Broker Operations Manager jobs? Cities in Virginia with the most Broker Operations Manager job openings:

Small Business Operations Manager

The Mercy Lugo Struthers Team at Casals, Realtors

Woodbridge, VA

$36K/yr

Full-time, Part-time

Re-posted yesterday


Job description

This is not an administrative assistant position. This is a key operational leadership role responsible for ensuring the financial, administrative, and day-to-day operations of our growing real estate brokerage run efficiently and with excellence. 


This is not a clerical role. The Office Manager serves as an integral member of the leadership team, ensuring our office runs efficiently, financials are managed responsibly, and our agents and staff have the structure and support they need to perform at a high level.


The right candidate is financially savvy, highly organized, detail-oriented, and comfortable managing multiple operational systems simultaneously. They are someone who takes pride in creating structure, maintaining financial clarity, and supporting a growing organization.


Position Details

Position Type: Part-Time

Location: IN OFFICE

Compensation: $36,000

Schedule: Flexible part-time hours

Compensation:

$30,000 - $36,000 yearly


Responsibilities:

Financial Management & P&L Oversight

  • Maintain and manage the office Profit & Loss reporting
  • Develop and track financial performance against operational budgets
  • Provide financial analysis and recommendations to leadership
  • Monitor expenses to ensure alignment with profitability targets
  • Assist leadership with forecasting, budgeting, and financial planning


Accounting & QuickBooks Management

  • Manage all financial activity through QuickBooks
  • Process and track vendor payments, invoices, and reimbursements
  • Reconcile accounts and maintain organized financial records
  • Ensure accurate financial documentation for reporting and tax purposes
  • Work closely with external accountants or bookkeepers when necessary


Commission & Financial Disbursement

  • Calculate and process agent commission disbursements
  • Ensure commission payouts follow brokerage policies and agreements
  • Maintain accurate records of all transaction-related financial distributions
  • Coordinate with the transaction coordination team when necessary


Vendor & Office Operations Management

  • Manage relationships with all office vendors and service providers
  • Oversee vendor contracts, renewals, and payment schedules
  • Ensure office systems, subscriptions, and services remain operational
  • Identify opportunities to improve operational efficiency and cost management


Office Policies & Operational Structure

  • Develop, implement, and reinforce office operational procedures and policies
  • Help maintain a structured and professional work environment
  • Support leadership in creating operational systems that allow agents to perform at a high level


Human Resources Support

  • Manage HR administration for salaried team members
  • Oversee payroll coordination and tax payments
  • Maintain employee records and documentation
  • Work directly with an HR contractor or external HR provider when applicable
  • Support hiring, onboarding, and compliance processes


Leadership & Team Support

  • Serve as a trusted operational partner to leadership
  • Help ensure the office runs smoothly, agents are supported, and systems are functioning efficiently
  • Identify areas where processes can be improved or streamlined
  • Support a culture of accountability, professionalism, and team success

Qualifications:

We're looking for a highly organized, proactive, and detail-oriented operations professional who thrives in a fast-paced, high-performance environment and takes ownership of getting things done.


The ideal candidate:

  • Communicates professionally and confidently with leadership, staff, vendors, and clients.
  • Has 5+ years of experience managing office operations, financial processes, and administrative systems.
  • Is highly proficient in QuickBooks with hands-on, daily experience.
  • Is comfortable analyzing financial reports, budgets, and Profit & Loss (P&L) statements.
  • Has experience managing accounts payable, accounts receivable, payroll, and vendor relationships.
  • Demonstrates exceptional organizational skills, attention to detail, and personal accountability.
  • Possesses strong critical thinking, problem-solving, and decision-making abilities.
  • Has excellent written and verbal communication skills.
  • Excels at project management, prioritization, and follow-through.
  • Is able to manage multiple priorities while maintaining accuracy and efficiency.
  • Understands the importance of operational excellence, financial discipline, structure, and process improvement.
  • Has experience creating, implementing, and maintaining systems and standard operating procedures (SOPs).
  • Is proficient in Microsoft Office (particularly Excel) and comfortable learning new technology platforms.
  • Experience in real estate, property management, or another commission-based business is highly preferred, but not required.


Most importantly, we're seeking someone who is dependable, resourceful, takes pride in their work, and is passionate about helping a growing organization operate at its highest level.


About Company

At the Mercy Lugo-Struthers Team at Casals, we are a high-achieving real estate group led by elite leaders and coaches who empower and support our staff and agents to excel in any market. With over 15 years of experience and a coveted Zillow Flex partnership, we give our team members a competitive advantage and provide systems that set us apart in Northern Virginia real estate.