Teams at Insurance Office of America

Lead national Commercial Lines operations as a subject-matter expert, driving workflow standardization, process optimization, workforce planning, M&A integration, and systems optimization (EPIC). Partner with regional/divisional leaders to improve efficiency, quality, and client service, perform root-cause analysis, implement scalable solutions, and lead change initiatives to enhance operational performance across the agency.

Manage a book of personal-lines business including renewals, remarketing, invoicing, endorsements, and claims assistance. Serve as primary client contact, collaborate with underwriters and sales, monitor reports, delegate to account associates, and mentor team members to ensure service, accuracy, and performance standards.

Manage an assigned commercial insurance book (general, construction, contractors). Lead the account team; handle customer service, policy administration, renewals, billing, claims, and accounts receivable. Prepare submissions, negotiate coverages, maintain agency and carrier systems, ensure data accuracy and timely activity completion, and drive continuous improvement while upholding company values.