DescriptionJOB SUMMARY: Grow and service the Property & Casualty insurance programs of the Select Commercial Insurance Division's clients and prospects, accurately and professionally.
ESSENTIAL FUNCTIONSThis leadership role carries three core mandates:
- Service - Execute the Select Department service plan and manage an assigned book of business. Resolve complex service issues, train and educate staff on new commercial lines products and programs, and educate clients to drive satisfaction and retention
- Growth - Build and execute a marketing plan that increases revenue including cross-sell opportunities, profitability, including cross-sell products and handling inbound select-division leads.
- Team Management - Coordinate team activities to deliver the growth and service plans, including goal setting, performance reviews, talent management, succession planning, and professional development.
ADDITIONAL RESPONSIBILITIESAs the Commercial Lines Select Department Manager, major responsibilities include but are not limited to:
- Set priorities and manage workflow, including independently analyzing contracts, quoting, and binding coverage.
- Monitor the workflows of Account Executives and keep producers informed of important activity.
- Train new employees and lead the implementation of updated procedures and programs.
- Continuously evaluate the workflows and procedures used to handle select business accounts, identifying and implementing efficiencies that improve accuracy, turnaround time, and the client experience.
- Assist Account Executives in analyzing exposures, recommending coverage and risk management solutions, and educating clients on terms, conditions, and limitations.
- Support marketing, proposing, and completing applications; submit to appropriate carriers and follow up to ensure timely policy or quote delivery.
- Determine which markets to approach for new business based on in-depth knowledge of carrier appetite and industry changes.
- Actively round out accounts and solicit coverage increases at every service contact; refer clients to the Benefits and Personal Insurance Divisions.
- Maintain strong, professional relationships with clients, staff, carriers, and vendors; uphold division and agency service standards.
- Maintain required licensing, continuing education, and commercial insurance product knowledge.
- Partner with the Commercial Line Department Manager on updating and finalizing department operating procedures.
- Adhere to the stated expectations of the E&O Plus Quality Management Program
- Agency specific training will be provided.
RequirementsEDUCATION AND EXPERIENCE- A minimum of 8-10 years' commercial insurance experience (required).
- Previous leadership, supervisory, training or workflow management experience, preferred.
- Property & Casualty license, required.
- Ongoing continuing education towards CPCU, CIC, AINS, AAI, ACSR or AIM (preferred)
KNOWLEDGE, SKILLS AND ABILITIES- Full knowledge of insurance products, principles, markets, and procedures.
- Ability to work independently and carry out complex tasks involving abstract variables.
- Strong written and verbal communication; able to explain and interpret complex information.
- Time management, analytical, problem-solving, negotiating and decision-making skills.
- Proficiency with Microsoft Office and agency systems.
- Commitment to high-quality service and effectiveness in a team environment.
