Assistant Branch Manager, Commercial Lines (NorCal)

ICW GroupPleasanton, CA
$119,749 - $201,948Hybrid

About The Position

The purpose of this position is to partner with the Branch Manager in leading branch underwriting operations, sales execution, and team performance across Commercial Lines products and services. This role supports profitable growth, underwriting quality, operational execution, and producer relationship management while helping drive strong customer outcomes and branch performance. The Assistant Manager Branch Underwriting provides leadership, coaching, and technical underwriting guidance to underwriting teams while supporting branch strategies, business development efforts, and organizational initiatives aligned with company objectives.

Requirements

  • Minimum of 5 years of commercial lines underwriting experience within the property and casualty insurance industry.
  • Strong understanding of property and casualty underwriting operations and underwriting principles.
  • Knowledge of underwriting guidelines, pricing concepts, risk evaluation, and portfolio management practices.
  • Ability to build strong relationships with producers, customers, and internal business partners.
  • Demonstrated leadership, communication, coaching, and problem-solving skills.
  • Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
  • Proficiency with Microsoft Office applications including Word, Excel, and PowerPoint.
  • Ability to analyze underwriting information, financial data, and operational metrics to support business decisions.

Nice To Haves

  • Bachelor’s degree from an accredited four-year college or university preferred, or equivalent combination of education and related experience.
  • Experience underwriting multi-line Commercial Package Policies (CPP) preferred.
  • Prior leadership, mentoring, or team development experience preferred.
  • Knowledge of Workers’ Compensation, Commercial Package, and/or other Commercial Lines underwriting operations preferred.

Responsibilities

  • Supports Branch Performance and Business Execution: Partners with the Branch Manager to support branch production, profitability, operational, and customer experience goals.
  • Helps execute branch underwriting and distribution strategies across assigned Commercial Lines products and services.
  • Supports profitable growth through effective producer management, agency development, and territory planning.
  • Maintains awareness of market conditions, competitor activity, industry trends, and geographic territory dynamics impacting branch performance.
  • Assists in identifying opportunities for growth, operational improvement, and enhanced underwriting execution.
  • Leads Underwriting Quality and Portfolio Management: Applies underwriting expertise and delegated authority to evaluate, price, and manage business within company guidelines and appetite.
  • Supports underwriting quality, pricing discipline, risk selection, and portfolio management across assigned teams.
  • Monitors underwriting results, profitability trends, and data integrity to support sound business decisions.
  • Assists with the rollout and execution of new products, underwriting initiatives, and operational changes.
  • Serves as a technical underwriting resource for complex accounts, referrals, and producer discussions.
  • Develops Producer and Agency Relationships: Supports the development and management of productive agency and producer relationships that align with branch profitability objectives.
  • Partners with producers to drive profitable new business opportunities and retention of existing accounts.
  • Participates in agency visits, customer meetings, industry functions, and business development activities.
  • Represents ICW Group professionally in the marketplace and supports brand awareness within assigned territories.
  • Provides Leadership and Team Development: Helps lead and develop underwriting teams including Business Development Underwriters, Branch Underwriters, Associate Underwriters, Underwriting Assistants, and other branch support team members.
  • Communicates organizational priorities, underwriting expectations, and operational objectives to assigned teams.
  • Supports hiring, onboarding, training, coaching, performance management, and development planning activities.
  • Creates an environment focused on accountability, collaboration, development, and customer experience excellence.
  • Acts as a resource to team members by providing guidance, problem-solving support, and underwriting direction.
  • Supports Operational Excellence: Helps ensure adherence to underwriting guidelines, compliance requirements, operational procedures, and company policies.
  • Supports branch workflow management, service standards, and operational consistency.
  • Assists with staffing alignment, prioritization of work, and achievement of branch service expectations.
  • Participates in department, branch, and enterprise initiatives as assigned.
  • Directly and/or indirectly supports leadership of branch underwriting team members. Responsibilities may include interviewing, hiring, onboarding, assigning work, coaching, conducting performance discussions, supporting development planning, and helping drive employee engagement and accountability in alignment with company policies and leadership expectations.

Benefits

  • competitive benefits package
  • generous medical, dental, and vision plans
  • 401K retirement plans and company match
  • Bonus potential for all positions
  • Paid Time Off
  • Paid holidays throughout the calendar year
  • Support for continued learning
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