An insurance office branch manager is the individual who is ultimately responsible for all of the operations of a specific office. They manage staff members in addressing customer claims and enrolling new customers by setting target metrics, giving performance evaluations, and providing staff members with training opportunities and guidance. Further, the branch manager also deals with any escalated customer service issues that may arise. The branch manager also performs several human resource functions such as screening applicants and hiring new team members.
On top of operational and human resource functions, the branch manager also performs several finance-related tasks such as managing budgets and (possibly) procuring funds for special projects. Additionally, the branch manager must always look for opportunities to increase sales by expanding their reach and networking with potential clients. The manager often reports directly to a regional manager, filing periodic reports that include sales figures, staff evaluations, market research, and budget analyses.
Insurance office branch managers usually hold a bachelor's degree and have several years of supervisory experience. Attention to detail and strong interpersonal skills are essential to succeed in this position. Due to fluctuations in customer demand, branch managers may need to work long hours and keep flexible schedules.
Branch Manager, Insurance Office Tasks
- Prepare, analyze, and submit metrics and reports regarding policyholders, accounts, and staff.
- Oversee client interactions and account management to ensure the highest level of quality service.
- Supervise staff at retail locations, including security, client representatives, and maintenance.
- Review, revise, and communicate industry and company policies.