About the role
Job Description:
Title:Private Client GroupSupervisor– 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.