Operations Manager, Commercial Lines at Gregory & Appel Inc

Indianapolis, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jul, 26

Salary

0.0

Posted On

15 Apr, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Commercial lines insurance, Mid-market account management, People leadership, Renewal strategy, Workflow optimization, Carrier negotiations, Agency management systems, Risk management, Quality assurance, Performance management, Coaching and mentorship, Data analysis, Operational efficiency, Client relationship management, Exposure analysis, Coverage review

Industry

Insurance

Description

Description The Operations Manager, Commercial Lines leads and supports the commercial lines service team in delivering high-quality, proactive service to clients while driving retention, renewal excellence, and operational scalability. This role is responsible for ensuring a consistent, efficient service model across a diverse portfolio of accounts, typically characterized by multi-line coverage, moderate complexity, and relationship-driven service expectations. Blending strategic leadership with hands-on execution, this individual partners closely with producers and leadership to align service delivery with growth objectives. The Operations Manager plays a critical role in optimizing workflows, strengthening carrier engagement, and leveraging data and technology to improve both team performance and client outcomes. This role oversees the day-to-day operations of the commercial lines operations team, including account management, renewal lifecycle execution, and client service standards. The Manager ensures operational discipline, E&O compliance, and consistency in service delivery while building a team capable of supporting sustainable mid-market growth. A strong people leader, the Operations Manager develops and coaches account managers and service professionals, fostering a culture of accountability, responsiveness, adaptability and continuous improvement. Key Responsibilities Lead the daily operations of the commercial lines service team supporting a mid-market book of business, ensuring timely and accurate execution of all service activities Drive a disciplined renewal process, including pre-renewal strategy, exposure updates, marketing/remarketing, and carrier negotiations Partner with producers to support new business onboarding, ensuring smooth transitions and strong first-year client experiences Standardize and optimize workflows to support efficiency, consistency, and scalability across mid-market accounts Ensure adherence to agency management system standards, documentation protocols, and risk management best practices Monitor key operational and service metrics (retention, renewal timelines, activity management, revenue per account manager, backlog) and take action to improve results Oversee file audits and quality assurance processes to ensure compliance and service excellence Build and maintain strong working relationships with carrier partners to support competitive placement and service responsiveness Champion the use of technology, automation, and best practices to enhance the client and employee experience People Leadership & Development Evaluate staffing needs based on book segmentation, revenue growth, and service complexity; recommend hiring and structure accordingly Onboard, and develop account managers and client service team members aligned to a mid-market service model Establish clear roles, expectations, and performance standards tied to service timelines, accuracy, and client experience Provide ongoing coaching, mentorship, and performance management to elevate individual and team performance Support career pathing and skill development, including technical coverage knowledge, client advisory skills, and efficiency in service delivery Foster a collaborative, accountable, and client-focused team environment Operational & Financial Management Support annual planning and budgeting processes; manage departmental expenses in alignment with financial targets Balance workloads and capacity across the team to ensure service standards are consistently met Improve operational efficiency by reducing rework, managing backlog, and enhancing process discipline Contribute to profitability through strong retention, efficient service delivery, and effective resource utilization Client & Business Impact Maintains a strong partnership with our Sales Leadership to ensure client service strategy is executed with excellence. Oversee service delivery for a team servicing mid-market commercial lines accounts, ensuring a consultative yet efficient client experience Act as an escalation point for complex service issues, renewals, or client concerns May maintain a small, strategic book of business or selectively engage in key client relationships May support new business efforts through exposure analysis, coverage review, and quoting/rating as needed Partner with leadership to continuously refine the mid-market service model and enhance client satisfaction and retention Qualifications & Experience 7–10+ years of commercial lines insurance experience, with strong knowledge of mid-market accounts, multi-line coverages, and carrier markets 3–5+ years of people leadership experience, including direct management of account managers or client service teams Demonstrated success leading teams in a fast-paced agency environment, with accountability for service standards, retention, and operational performance Strong understanding of renewal processes, marketing/remarketing strategies, and client lifecycle management Experience with agency management systems and leveraging technology to drive efficiency and reporting Proven ability to analyze metrics, manage workflows, and implement process improvements Excellent communication, coaching, and leadership skills, with the ability to influence both peers and senior leadership

Responsibilities

The Operations Manager leads the commercial lines service team to ensure high-quality service delivery, operational efficiency, and renewal excellence for mid-market accounts. They are responsible for optimizing workflows, managing carrier relationships, and coaching team members to foster a culture of accountability and continuous improvement.