Client Value Manager Jobs Near Me

Title: Private Client Group Supervisor – Personal Lines 

Work Mode: Fully remote for candidates able to work EST/CST shift | Experience: Quoting & Binding High Net Worth or Private Client Group Personal Lines Policies. Supervisory experience. Valid active licensing.
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 Private Client Group Supervisor is responsible for overseeing the daily operations of the Private Client Group team while maintaining a small book of business and ensuring exceptional client service. This role drives operational efficiency, team performance, and service excellence through leadership, coaching, process improvement, and collaboration with Personal Lines leadership. The Supervisor serves as a key resource for complex personal lines matters, supports employee development, and ensures team objectives align with departmental and organizational goals. 

Key Responsibilities: 

• Account Management: Manage a small book of business while meeting all performance expectations for production, quality, and client service. 

• Team Leadership: Direct day-to-day activities and workflow of assigned team members, ensuring efficient workload distribution and service continuity. 

• Performance Management: Monitor team productivity, quality, and service standards; identify performance trends and provide coaching and development support. 

• Employee Development: Coordinate onboarding, training, mentoring, and ongoing professional development to strengthen team capabilities and engagement. 

• Talent Acquisition Support: Participate in candidate interviews and provide hiring recommendations to support team growth and staffing needs. 

• Operational Collaboration: Partner with Personal Lines leadership to address process, service, quality, and personnel challenges while developing effective solutions. 

• Communication & Reporting: Maintain frequent and transparent communication regarding team performance, priorities, and operational activities with leadership. 

• Process Improvement: Identify, recommend, and implement best practices and operational improvements to enhance team and department effectiveness. 

• Compliance & Standards: Ensure adherence to core work processes, company policies, regulatory requirements, and operational standards. 

• Resource Management: Manage team scheduling and staffing considerations to support service goals and business continuity. 

• Client Service Excellence: Support the resolution of escalated client service issues and serve as a resource for complex personal lines matters. 

• Technical Expertise: Maintain advanced personal lines knowledge and provide guidance on industry trends, carrier requirements, and coverage solutions. 

• Carrier & Internal Relationships: Develop productive relationships with carriers, leadership, and internal teams to support service excellence and operational success. 

• Leadership Development: Continuously enhance leadership and management skills through professional development and participation in organizational initiatives. 

• Champion IOA core values and demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

• 7+ years of insurance industry experience with broad personal lines knowledge 

• 4+ years of insurance leadership, supervisory, or management experience 

• 3+ years of Personal Lines experience preferred 

• Advanced insurance account management and client service skills 

• All required active insurance licensing 

• Strong leadership, coaching, and team development capabilities 

• Exceptional customer service, communication, and relationship management skills 

• Excellent organizational, multitasking, and decision-making abilities 

• Ability to manage high work volumes with accuracy and attention to detail 

• Proficiency in Microsoft Office applications (Outlook, Word, Excel) 

• College degree preferred; High School Diploma (or equivalent) required 

• Exceptional personal character, professionalism, and integrity 

 
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)