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Preferred Client Services Team Lead
Location:
Remote- Pacific Time Zone
Apply nowGeneral Description: Responsible for managing the operational activities of assigned Personal Risk Preferred Client Services unit/department. Ensure consistent standards of service and professionalism.
Responsibilities:
- Responsible for full-cycle management and development of two or more employees.
- Provide technical expertise in coordinating the inside service of new and existing clients.
- Act as service team escalation point for complex client issues and questions.
- Respond to client requests for information, documents, and general insurance inquiries. Handle all aspects of Personal Lines Property & Casualty Insurance.
- Manage team quality control of renewal expirations, avoiding any lapses in coverage.
- Monitor various monthly reports to ensure policies are renewed in a timely manner.
- Review team members open items, workloads, and backlog.
- Identify, plan, and resolve routine department coverage and workload issues.
- Monitor phone queue and redistribute workload based on call volume and available staff.
- Perform periodic quality audits, when necessary.
- Maintain a high degree of accuracy in agency management and document management systems.
- Stay current on industry and new product information, legislation, coverages, and technology.
Knowledge, Skills and Abilities:
- 3+ years of experience in a Personal Property & Casualty Insurance agency.
- High School Graduate. College degree preferred but not required.
- Understanding of Property & Casualty insurance coverages, underwriting, and rating concepts.
- Ability to manage others effectively. Prior managerial experience preferred but not required.
- Prior call center experience preferred.
- Must hold a Property & Casualty insurance license or obtain one within an agreed timeframe.
- Must hold an industry designation such as ARM, CIC, and CPCU or intent to pursue.
- Strong written, verbal, and interpersonal communication skills.
- Ability to carry out complex tasks with many concrete and abstract variables.
- Must be comfortable with internet-based programs and Microsoft Office products.
- Knowledge of Sagitta/WorkSmart preferred but not required.
- Ability to work in a fast-paced, team environment with minimal instruction.
- Ability to understand call center technologies and manage call traffic.
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, bending, and typing.
Analysis of Physical Demands:
- Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
- Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.
- Occasionally (1%-33% of time) work performed requires the ability to drive to client appointments, repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
- Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.
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Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
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.
$75,000-$85,000 annual
Job ID:
29672