Commercial Lines Leader

About the role

The Commercial Lines Leader is responsible for managing the workflow procedures within the Commercial Lines department and overseeing that day-to-day operations is following agency procedures and operations, as well as general management of technical support staff and overseeing customer service operations.

How you will contribute

• Co-ordinate account servicing activities with Account Executives, Assistant Account Executives, Marketing Director and Technical Assistants.
• Monitor job performance and workflow of Account Executives, Assistant Account Executives, Marketing Director, and Technical Assistants and eliminate backlogs.
• Conduct annual performance reviews of Account Executives, Assistant Account Executives, Marketing Director, and Technical Assistants.
• Recruit, interview and hire Commercial Lines Account Executives, Assistant Account Executives, Marketing Directors and Technical Assistants.
• Communicate to staff about changes procedures and changes in Company programs.
• Maintain and revise Commercial Lines Procedures manual as necessary.
• Assign new business accounts to Account Executives.
• Monitor renewals/expirations weekly
• Assist on major commercial accounts, difficult renewal and complicated tasks.
• Support full utilization of automation to ensure efficient operations and maintain standards of operation to ensure maximum use of the system and accuracy of information.
• Perform Semi Annual Quality Control audits on Commercial accounts and report to Quality Control Liaison.
• Facilitate, monitor and implement agency business plan for Department to assist meeting of Agency goals for profitability and growth, and renewal retention.
• Oversee education, training and development programs to increase staff capability and agency expertise.
• Promote open communication and high morale within the department.
• Provide in-house technical answers to all producers and staff on technical insurance issues and coverage and solve account specific problems.

Licenses and certifications

• Property and Casualty license

Skills and experience

• Ability to maintain a high level of responsibility
• Oral and Written Communication skills
• Proficient with Microsoft Office products and accounting software
• Technical knowledge of standard ISO products, non-traditional lines of coverage, excess and surplus lines, manuscript policies, and endorsements.
• Prior management experience and/or prior experience as Account Executive/Customer Service Representative.
• Understanding of agency operations.
• Effective communication skills, organizational skills, and ability to respond to requests effectively and efficiently.
• Ability to plan and instruct staff members on appropriate information.
• Knowledge of agency software.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.