Commercial Lines Service & Operations Manager

LP Insurance Services LLC • Sacramento, CA

3d • $125,000 - $175,000

About The Position

LP Insurance Services is an established and growing insurance brokerage firm located in Arizona, California, Nevada, New Mexico, and Oregon. The position supervises and provides administrative direction for LP’s service teams, with responsibility for workforce planning, staff development, workflow management, quality assurance, operational consistency, and service performance metrics. The role focuses on leading teams, driving operational excellence, developing employees, and ensuring exceptional service.

Requirements

• Minimum 6 years of related Commercial Lines broker and/or carrier experience.
• Minimum 2 years of experience supervising people.
• Property & Casualty Agent/Broker license required.
• Strong coaching and team development skills.
• Knowledge of Commercial Lines insurance products, markets, risk management, brokerage operations, and regulatory and compliance requirements.
• Ability to lead through influence across multiple offices and leadership levels.
• Knowledge of agency management systems, reporting tools, and Microsoft Office applications.
• Ability to handle multiple priorities and assignments simultaneously, be proactive, and be flexible and adaptable to new ideas.
• Skills in time management, organization, and providing excellent customer service.
• Active listening, interpersonal and client-relations skills, excellent verbal and written communication, and attention to detail to ensure document accuracy.

Nice To Haves

• Bachelor’s degree in Business Administration or a related field.
• Professional insurance designation (CIC).

Responsibilities

• Recruit, onboard, train, coach, and develop service team employees.
• Conduct performance management conversations and annual evaluations.
• Manage daily service operations and staffing resources to ensure appropriate workload distribution.
• Monitor workflow efficiency, productivity, and service standards across the Commercial Lines department.
• Monitor adherence to agency procedures, carrier requirements, and regulatory standards.
• Identify process improvement opportunities and lead workflow optimization initiatives.
• Develop and maintain documentation standards and workflow guidelines.
• Ensure timely completion of service requests, renewals, endorsements, policy changes, and account transactions.
• Establish and monitor departmental performance metrics.
• Generate reports related to productivity, service levels, retention, and workflow effectiveness.
• Mentor and serve as a resource for account executives, account managers, and support staff.
• Serve as an escalation point for operational challenges and employee concerns.

Benefits

• 401(k) plan with employer match, 100% vested after two years of service.
• Medical, dental, and vision plans.
• Short-term and long-term disability coverage and group life insurance at no cost to employees.
• Paid time off without accrual requirements.
• Employee Assistance Program, including free counseling and legal advice.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed