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Personal Lines Service Manager (Middle Market/West Region)
Location:
Remote- United States
Apply nowGeneral Description: Responsible for managing the operational activities of the Personal Lines Services team. Achieve profitability and ensure consistent standards of sales, service, and professionalism.
Responsibilities:
- Provide leadership and oversight to the Personal Lines Preferred Services team and book of business assigned based on Zone, made up of several retail regions.
- Accountable for day-to-day management of assigned team members. Includes performance management, setting priorities, developing work plans and schedules, handling department issues, and approving timecards and expense reports.
- Provide training, coaching, and mentoring to the team.
- Establish education and career paths for all services staff.
- Promote account retention and ensure adherence to retention goals. Achieve agency retention goals regarding percentage of retained business through proactive measures.
- Promote account rounding and cross-sell/referral opportunities.
- Work with Personal Risk management at regional and national levels to ensure compliance with profit and growth objectives set by management.
- Participate in presentations to prospects and clients, as necessary, in support of new business and client retention. Provide in-depth knowledge regarding operations activities.
- Provide technical expertise in coordinating the inside service of new and existing clients.
- Maintain quality control of renewal expirations, avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner.
- Produce and monitor various monthly reports to ensure timely renewal of all policies.
- Review team members open items, workloads, and backlog.
- Identify, plan, and resolve routine department coverage and workload issues.
- Perform periodic quality audits, when necessary.
- Develop effective interdepartmental communication strategies. Foster team behavior and a sales-oriented department culture.
- Monitor the call queues and call volume and redirect calls as needed.
- Keep informed regarding industry and new product information, legislation, technology, and trends.
Knowledge, Skills and Abilities:
- 5+ years of experience in Personal Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts.
- High School Graduate. College degree preferred.
- Prior managerial experience required. Ability to direct and monitor the activity of others.
- Must hold or obtain a state Property & Casualty insurance license within an agreed upon timeframe.
- Must hold an industry designation such as ARM, CIC, CPCU or intent to pursue.
- In-depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes.
- Strong communication and problem-solving skills.
- Working knowledge of internet-based programs and Microsoft Office products.
- Knowledge of Sagitta/Work Smart preferred, but not required.
- Ability to work in a fast-paced, team environment with minimal instruction.
- Strong organizational skills. Ability to set priorities and manage deadlines.
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USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Salary - $95,000 - $105,000
10% bonus
Job ID:
29602