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Broker Operations Manager Jobs in Virginia (NOW HIRING)

Hyphen Connect Limited

We are seeking a highly organized and proactive Business Development Operations Manager to ... Coordinate the integration of market makers, liquidity providers, brokers, and ecosystem ...

Kuehne + Nagel

National Customs Manager

Modest Town, VA · On-site

Analyze the customs brokerage market and define strategies based on customer needs, industry trends ... You'll be at the forefront of digital transformation in customs, driving innovation and operational ...

Berkley

Summer Intern, Operations

Glen Allen, VA

$25/hr

The distribution of products is limited to industry specialized brokers, wholesale for all products ... manage deadlines effectively Effective communication skills, both verbal and written Strong ...

Berkley

Summer Intern, Operations

Glen Allen, VA

$25/hr

The distribution of products is limited to industry specialized brokers, wholesale for all products ... and manage deadlines effectively • Effective communication skills, both verbal and written • ...

Berkley

Summer Intern, Operations

Glen Allen, VA · On-site

$25/hr

The distribution of products is limited to industry specialized brokers, wholesale for all products ... and manage deadlines effectively • Effective communication skills, both verbal and written • ...

PTG Logistics

LOGISTICS MANAGER

Stanley, VA · On-site

Location: Stanley, VA Fleet Size: 15 Drivers (Dedicated Operation) Overview PTG Logistics is ... Build relationships with brokers and suppliers in key markets * Identify consistent lanes and ...

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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?

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:
Broker Operations Manager jobs near you

Operations Supervisor- Commercial Insurance (Remote)

Insurance Office of America

Virginia Beach, VA • On-site

Full-time

Medical, Retirement

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

Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

57th of 303 rated insurance

Job description

Job Description:

Title:OperationsSupervisor - Commercial Lines

Work Mode:Remote (Southeastern US only)| Location/Supporting:Longwood, FL| Book Focus:General
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 Linesis responsible fordirect leadership andday-to-dayoversight of Account Management staff within the branch. This includes guiding team performance, ensuring compliance with established processes and procedures,maintainingservice 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:Participatein hiring, interviewing, and onboarding.

  • Performance Communication:Deliver evaluations andmaintaintransparent 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 andtake actionas needed.

  • Data Integrity:Maintainaccuratedata 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, anddocumentation ofaccuracy.

  • Renewal and New Business Execution:Lead or support the full renewal and new business process.

  • Service Excellence:Deliver excellent service and proactivelyanticipateclient needs.

  • Culture Promotion:Promote IOA culture and improve engagement.

  • Policy Compliance: Stay updated on company policies and procedures.

  • Champion IOA Values:Demonstrateintegrity and leadership.


Ideal CandidateQualifications:

  • 5+ years ofindustry experience;or 7+ yearsof sales,marketingor relationshipmanagementexperience

  • Thorough knowledge of insurance brokerage and client needs

  • Required active licensing

  • Professional designationspreferred

  • Strong analytical, problem-solving, and decision-making skills

  • Exceptional customer service,communication,multitasking, and organizational skills

  • Proficiencyin 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)

Salary Range

The expected pay range for this position is 105-125K annually, 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.

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