Director - Personal Lines

About the role

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting‑edge solutions to clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. The Personal Lines Director drives the overall strategic vision and growth of the assigned Regional Personal Lines department, setting long‑term strategies, aligning departmental goals with company objectives, overseeing the Personal Lines Department Manager, making high‑level decisions on resource allocation, innovation, and partnerships, and cultivating relationships with senior leadership, carriers, and major clients.

Responsibilities

• Leads and mentors the Personal Lines service team, fostering a culture of excellence and continuous improvement.
• Participates in strategic planning and contributes to the growth of the Personal Lines business.
• Develops overall department strategies, goals and objectives to meet client expectations.
• Collaborates with sales, underwriting, and other departments to align service strategies with organizational objectives.
• Develops and implements efficient workflows and processes to optimize service delivery.
• Ensures high‑quality service delivery to clients by training the service team to address inquiries, resolve issues, and maintain strong relationships.
• Monitors and analyzes department performance metrics, ensuring goals are met.
• Maintains good relationships with key decision makers internally and externally.
• Acts as the primary point of contact for market coordinators in conjunction with the Regional and National Broking Team.
• Provides leadership with regular reports on departmental performance, analyzing key metrics such as client retention, revenue growth, and employee productivity, and makes data‑driven decisions to improve outcomes.
• Ensures department compliance with insurance regulations, company policies, and industry standards.
• Identifies and mitigates risk within the department.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best‑in‑class client service experience.
• Performs other projects, duties, and tasks as assigned.

Requirements

• High school diploma or equivalent required; four‑year degree preferred.
• Property and Casualty License from state of domicile required and must be maintained.
• Minimum 12 years’ account management experience in the insurance industry with a focus on Personal lines of coverage.
• Experience using EPIC and AMS360 strongly preferred.
• Advanced professional designation highly desirable (e.g., AAI, ARM, CIC, CPCU, CEBS, GBA, RHU, REBC).
• Demonstrated leadership and team management skills.
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for in‑person and teleconference/webinar sessions.
• In‑depth understanding of advanced Personal lines of coverage.
• Excellent written and verbal communication skills.
• Proficient skills in Microsoft Office (primarily Excel and Word); computer literate with ability to learn new software.
• Advanced knowledge of insurance markets, products, services, ratings and underwriting procedures.
• Ability to think ahead and plan over a 1–2‑year timeframe.
• Strong ability to listen, discern, prioritize, and negotiate with clients and carrier representatives.
• Ability to evaluate and make decisions, recognize potential conflicts and observe appropriate precautions.
• Ability to function effectively under tight time constraints, meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
• Valid driver’s license, ability to travel, and reliable source of transportation.

Benefits

• Safe and healthy work environment.
• Robust benefit program including family health and wellness programs, 401(k), employee assistance programs, paid time