Supervisor - Private Client Group (Personal Lines)

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.

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.
• Career 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.
• 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.

Qualifications

• 7+ years of insurance industry experience with broad personal lines knowledge
• 4+ years of insurance leadership, supervisory, or management experience
• 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

Skills

• Insurance account management and client service skills
• Leadership, coaching, and team development capabilities
• Customer service, communication, and relationship management skills
• Organizational, multitasking, and decision-making abilities
• Microsoft Office proficiency

Benefits

• 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

Pay

The expected pay range for this position is $85,000 to $100,000 per year, depending on experience, relevant skills, and geographic location.

Schedule

Full-time, remote work mode: Fully remote for candidates able to work EST/CST shift