Commercial Lines Team Manager

General Description:  Responsible for managing the operational activities of the Commercial Lines Account Management team. May also act as a Sr. Account Executive for a small number of large, complex Commercial Lines clients.

Responsibilities:

• Responsible for full-cycle management and development of assigned Commercial Lines Account Management team.
• industry trends and USI policy and process initiatives.
• Provide support and assign resources to new business opportunities as needed.
• Accountable for team adherence to department retention goals and meeting of client service level agreements.
• Promote account rounding and cross-sell opportunities.
• Provide technical expertise for complex client issues and questions. Help team members resolve issues with insurance carriers.
• Ensure client invoicing is handled in accordance with USI best practices.
• Monitor reports to ensure on-time, appropriate client renewals and team achievement of service goals. Perform periodic quality audits, when necessary.
• Oversee team member workload and appropriate staffing levels.
• Develop effective interdepartmental communication strategies to foster team behavior and sales-oriented culture.
• Hold client renewal strategy meetings for Account Management and Sales Executives teams.
• Ensure staff maintains high degree of accuracy in agency management systems.
• If also directly managing clients, provide proactive, personalized support to assigned accounts, including marketing and placement of renewals and negotiating on behalf of clients.

Knowledge, Skills and Abilities:

• 10 years + experience in a Commercial Lines agency.
• College degree preferred.
• Prior managerial experience required. Strong team leadership abilities.
• Expert understanding of Property & Casualty insurance.
• Must hold or be willing to earn Property & Casualty insurance license.
• Industry designation such as ARM, CIC, CPCU preferred.
• Comfortable with internet-based programs and Microsoft Office products.
• Strong knowledge of agency management systems and Commercial Lines operations required. Experience with Sagitta/ImageRight preferred.
• Keep informed about industry information, technology and trends.

Physical Demands:

Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, and bending.

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