Supervisor - Private Client Group (Personal Lines)

Insurance Office of America•Oviedo, FL

3d•$85,000 - $100,000•Remote

About The Position

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.

Requirements

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)
High School Diploma (or equivalent) required
Exceptional personal character, professionalism, and integrity

Nice To Haves

College degree preferred

Responsibilities

Manage a small book of business while meeting all performance expectations for production, quality, and client service.
Direct day-to-day activities and workflow of assigned team members, ensuring efficient workload distribution and service continuity.
Monitor team productivity, quality, and service standards; identify performance trends and provide coaching and development support.
Coordinate onboarding, training, mentoring, and ongoing professional development to strengthen team capabilities and engagement.
Participate in candidate interviews and provide hiring recommendations to support team growth and staffing needs.
Partner with Personal Lines leadership to address process, service, quality, and personnel challenges while developing effective solutions.
Maintain frequent and transparent communication regarding team performance, priorities, and operational activities with leadership.
Identify, recommend, and implement best practices and operational improvements to enhance team and department effectiveness.
Ensure adherence to core work processes, company policies, regulatory requirements, and operational standards.
Manage team scheduling and staffing considerations to support service goals and business continuity.
Support the resolution of escalated client service issues and serve as a resource for complex personal lines matters.
Maintain advanced personal lines knowledge and provide guidance on industry trends, carrier requirements, and coverage solutions.
Develop productive relationships with carriers, leadership, and internal teams to support service excellence and operational success.
Continuously enhance leadership and management skills through professional development and participation in organizational initiatives.
Champion IOA core values and demonstrate integrity and leadership.