Commercial Lines Manager

About the role

Establish and help achieve annual Commercial Production goals. Identify growth opportunities through partnerships or new initiatives and capitalize on them. Analyze sales and other reports to adjust production goals and improve performance. Work with carrier partners to maintain and build relationships, set annual production goals, schedule periodic carrier meetings, and maintain carrier appointments. Operate efficiently and calmly under tight deadlines and stress. Assist the President and function as a member of a cohesive team, accepting extra duties as situations arise.

Responsibilities

• Manage daily company operations and resolve issues.
• Coach and conduct training for agents and employees on best practices for account management, workflow, and daily issue handling.
• Coach and train the department on policy risk analysis and make recommendations based on thorough analysis of business situations.
• Manage house accounts by conducting annual risk analysis, recommending additional coverage, and presenting proposals to the Finance Enterprise Audit Committee; market and solidify coverage.
• Examine company rules for relevance, recommend and implement necessary changes.
• Establish individual performance goals, track performance over time, and complete annual performance evaluations based on results.
• Oversee agent services performed by Account Managers and Assistant Account Managers to ensure accuracy and adherence to standard turnaround periods.
• Pre‑underwrite new and renewal risks; prepare quotations as needed; submit applications to carriers or complete quote‑and‑bind processes using carrier online systems.
• Update the Agency Management System accordingly for quotations, applications, and endorsements.
• Pre‑underwrite endorsements prior to processing to insurance carriers and endorse changes using carrier online systems.
• Work with carriers to seek approval to reinstate risks, issue proof of insurance and vehicle identification cards, and respond to carrier underwriting requests.
• Provide customer service to policyholders in the absence of the agent.
• Perform other duties as assigned.