Commercial Lines Team Leader
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections that have real specific content.
We have content: description of role (general description) could be "About the role". Responsibilities list. Requirements (knowledge, skills, abilities). Possibly Qualifications (maybe same as requirements). Skills maybe part of requirements. Benefits: there is a paragraph about benefits (USI offers benefits). Pay: salary range $145k-$185k plus bonus eligible. Schedule: not mentioned. So we should not include Schedule.
We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO etc. The "Why USI?" section is promotional; we could include as "About the role"? Actually "Why USI?" is about company benefits and culture; could be part of Benefits? But we already have benefits section. The "Why USI?" includes many details about culture, awards, etc. Might be considered "About the role" or maybe separate section like "About USI". But only allowed headings are the listed ones. We could put that content under "About the role" or maybe "Benefits". However "Why USI?" includes benefits, awards, etc. The benefits paragraph later also mentions benefits. We could combine.
We must preserve all substantive information. So we need to include the responsibilities list, requirements list, benefits, pay, and maybe a summary about USI (Why USI?) as part of "About the role" or maybe as a separate section not in list? The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., implying those are examples but we should use those headings when appropriate. It doesn't forbid other headings, but likely they expect only those. Safer to stick to those headings.
Thus we can have sections: About the role (general description), Responsibilities, Requirements (maybe combine knowledge, skills, abilities), Benefits, Pay.
We need to use - for any list of duties/requirements/benefits. For prose use
.
We must not include filler like "commensurate with experience". Not present.
Let's extract content.
General description: "Responsible for managing the operational activities of the unit/department in order to ensure consistent standards of service and professionalism. Required to perform essential functions and meet service standards, Best Practices, and Risk Management Quality Control standards developed by USI. Individual in this position may also have responsibilities handling a book of business and adhere to Account Manager Position description, as well."
That's About the role.
Responsibilities: list items after "Responsibilities". Let's parse:
- Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
- Expertise in understanding the USI ONE Advantage; Stewardship process and deliverables identified via the OMNI engine.
- Contribute information and ideas during strategy meetings.
- Respond to client requests for information, documents, and general insurance inquiries.
- Handle all aspects of Commercial Lines Property & Casualty Insurance.
- Occasional outside service visits, to the client, may be required.
- Maintain quality control of renewal expirations, avoid any lapse in coverage.
- Ensure team members are addressing renewals in a timely manner.
- Monitor adherence to service standards through Key Performance Indicator (KPI) reporting.
- Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog.
- Identify, plan and resolve routine department coverage and workload issues. Take necessary action to resolve issues.
- Perform periodic quality audits, when necessary.
- Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices.
- Maintain a high degree of accuracy in agency management and document management systems.
- Responsible for management of 2 or more employees.
- Responsible for interviewing, hiring, training and development of the team.
- Manage employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports.
- Other projects or duties, as needed.
We'll put each as
- .
Requirements/Knowledge, Skills And Abilities: list:
- 5+ years experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverage's, underwriting and rating concepts.
- High School Graduate.
- College degree preferred, but not required.
- Prior managerial experience preferred, but not required.
- Ability to manage others effectively.
- Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
- Hold an industry designation such as ARM, CIC, and CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
- Ability to carry out complex tasks with many concrete and abstract variables.
- Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products.
- Knowledge of Sagitta/ImageRight preferred, but not required.
- Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.
- Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
- Ability to work in a team environment.
- Keep informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance.
- Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
We could split into Requirements and Skills but we can combine under Requirements heading.
Benefits: The paragraph after "USI is committed to providing a full-suite of competitive benefits..." includes 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. Also generous paid time off policy, paid family leave benefit as well as paid holiday time.
We'll list each as
- .
Pay: The salary range $145,000 to $185,000 per year, depending on experience. Plus bonus eligible.
We'll put as
.
We should not include schedule.
We must not include duplicate lines. Ensure we preserve all substantive info.
Now produce HTML fragment:
About the role
Responsible for managing the operational activities of the unit/department in order to ensure consistent standards of service and professionalism. Required to perform essential functions and meet service standards, Best Practices, and Risk Management Quality Control standards developed by USI. Individual in this position may also have responsibilities handling a book of business and adhere to Account Manager Position description, as well.
Responsibilities
- Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
- Expertise in understanding the USI ONE Advantage; Stewardship process and deliverables identified via the OMNI engine.
- Contribute information and ideas during strategy meetings.
- Respond to client requests for information, documents, and general insurance inquiries.
- Handle all aspects of Commercial Lines Property & Casualty Insurance.
- Occasional outside service visits, to the client, may be required.
- Maintain quality control of renewal expirations, avoid any lapse in coverage.
- Ensure team members are addressing renewals in a timely manner.
- Monitor adherence to service standards through Key Performance Indicator (KPI) reporting.
- Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog.
- Identify, plan and resolve routine department coverage and workload issues. Take necessary action to resolve issues.
- Perform periodic quality audits, when necessary.
- Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices.
- Maintain a high degree of accuracy in agency management and document management systems.
- Responsible for management of 2 or more employees.
- Responsible for interviewing, hiring, training and development of the team.
- Manage employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports.
- Other projects or duties, as needed.
Requirements
- 5+ years experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverage's, underwriting and rating concepts.
- High School Graduate.
- College degree preferred, but not required.
- Prior managerial experience preferred, but not required.
- Ability to manage others effectively.
- Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
- Hold an industry designation such as ARM, CIC, and CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
- Ability to carry out complex tasks with many concrete and abstract variables.
- Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products.
- Knowledge of Sagitta/ImageRight preferred, but not required.
- Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.
- Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
- Ability to work in a team environment.
- Keep informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance.
- Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
Benefits
- Medical, wellness, dental and vision coverage.
- 401(k) plan.
- Flexible spending and health savings accounts.
- Short and long-term disability.
- Life insurance.
- Other unique employer-sponsored and voluntary programs.
- Generous paid time off policy.
- Paid family leave benefit.
- Paid holiday time.
Pay
The salary for this position ranges from $145,000 to $185,000 per year, depending on experience. The final offer will be determined based on the candidate's qualifications, relevant experience, and demonstrated skills. In addition to the base salary, this role is bonus eligible.
Check for any leftover boilerplate: we removed "Why USI?" etc. Did we lose any substantive info from that section? The "Why USI?" includes details about revenue, associates, USI ONE Advantage, awards, wellness program, scholarships, diversity, etc. That is substantive info
- for any list of duties/requirements/benefits. For prose use
. We must not include filler like "commensurate with experience". Not present. Let's extract content. General description: "Responsible for managing the operational activities of the unit/department in order to ensure consistent standards of service and professionalism. Required to perform essential functions and meet service standards, Best Practices, and Risk Management Quality Control standards developed by USI. Individual in this position may also have responsibilities handling a book of business and adhere to Account Manager Position description, as well." That's About the role. Responsibilities: list items after "Responsibilities". Let's parse: - Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards. - Expertise in understanding the USI ONE Advantage; Stewardship process and deliverables identified via the OMNI engine. - Contribute information and ideas during strategy meetings. - Respond to client requests for information, documents, and general insurance inquiries. - Handle all aspects of Commercial Lines Property & Casualty Insurance. - Occasional outside service visits, to the client, may be required. - Maintain quality control of renewal expirations, avoid any lapse in coverage. - Ensure team members are addressing renewals in a timely manner. - Monitor adherence to service standards through Key Performance Indicator (KPI) reporting. - Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog. - Identify, plan and resolve routine department coverage and workload issues. Take necessary action to resolve issues. - Perform periodic quality audits, when necessary. - Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices. - Maintain a high degree of accuracy in agency management and document management systems. - Responsible for management of 2 or more employees. - Responsible for interviewing, hiring, training and development of the team. - Manage employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports. - Other projects or duties, as needed. We'll put each as
- . Requirements/Knowledge, Skills And Abilities: list: - 5+ years experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverage's, underwriting and rating concepts. - High School Graduate. - College degree preferred, but not required. - Prior managerial experience preferred, but not required. - Ability to manage others effectively. - Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe. - Hold an industry designation such as ARM, CIC, and CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation. - Ability to carry out complex tasks with many concrete and abstract variables. - Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products. - Knowledge of Sagitta/ImageRight preferred, but not required. - Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy. - Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities. - Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. - Ability to work in a team environment. - Keep informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance. - Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company. We could split into Requirements and Skills but we can combine under Requirements heading. Benefits: The paragraph after "USI is committed to providing a full-suite of competitive benefits..." includes 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. Also generous paid time off policy, paid family leave benefit as well as paid holiday time. We'll list each as
- .
Pay: The salary range $145,000 to $185,000 per year, depending on experience. Plus bonus eligible.
We'll put as
. We should not include schedule. We must not include duplicate lines. Ensure we preserve all substantive info. Now produce HTML fragment:
About the role
Responsible for managing the operational activities of the unit/department in order to ensure consistent standards of service and professionalism. Required to perform essential functions and meet service standards, Best Practices, and Risk Management Quality Control standards developed by USI. Individual in this position may also have responsibilities handling a book of business and adhere to Account Manager Position description, as well.
Responsibilities
- Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
- Expertise in understanding the USI ONE Advantage; Stewardship process and deliverables identified via the OMNI engine.
- Contribute information and ideas during strategy meetings.
- Respond to client requests for information, documents, and general insurance inquiries.
- Handle all aspects of Commercial Lines Property & Casualty Insurance.
- Occasional outside service visits, to the client, may be required.
- Maintain quality control of renewal expirations, avoid any lapse in coverage.
- Ensure team members are addressing renewals in a timely manner.
- Monitor adherence to service standards through Key Performance Indicator (KPI) reporting.
- Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog.
- Identify, plan and resolve routine department coverage and workload issues. Take necessary action to resolve issues.
- Perform periodic quality audits, when necessary.
- Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices.
- Maintain a high degree of accuracy in agency management and document management systems.
- Responsible for management of 2 or more employees.
- Responsible for interviewing, hiring, training and development of the team.
- Manage employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports.
- Other projects or duties, as needed.
Requirements
- 5+ years experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverage's, underwriting and rating concepts.
- High School Graduate.
- College degree preferred, but not required.
- Prior managerial experience preferred, but not required.
- Ability to manage others effectively.
- Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
- Hold an industry designation such as ARM, CIC, and CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
- Ability to carry out complex tasks with many concrete and abstract variables.
- Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products.
- Knowledge of Sagitta/ImageRight preferred, but not required.
- Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.
- Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
- Ability to work in a team environment.
- Keep informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance.
- Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
Benefits
- Medical, wellness, dental and vision coverage.
- 401(k) plan.
- Flexible spending and health savings accounts.
- Short and long-term disability.
- Life insurance.
- Other unique employer-sponsored and voluntary programs.
- Generous paid time off policy.
- Paid family leave benefit.
- Paid holiday time.
Pay
The salary for this position ranges from $145,000 to $185,000 per year, depending on experience. The final offer will be determined based on the candidate's qualifications, relevant experience, and demonstrated skills. In addition to the base salary, this role is bonus eligible.
Check for any leftover boilerplate: we removed "Why USI?" etc. Did we lose any substantive info from that section? The "Why USI?" includes details about revenue, associates, USI ONE Advantage, awards, wellness program, scholarships, diversity, etc. That is substantive info