Director - Personal Lines

About the role

The Personal Lines Director drives the overall strategic vision and growth of the assigned Regional Personal Lines department. The Director is responsible for setting long-term strategies, aligning departmental goals with the company's broader objectives, and ensuring that the Personal Lines operations contribute significantly to profitability, market share expansion, and client satisfaction.

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 in order 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.
• Makes 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.
• Maintains a good relationship with key decision makers both internally and externally.
• Acts as the primary point of contact for market coordinators in conjunction with the Regional and National Broking Team.
• Fosters a culture of excellence and ensures that all teams are aligned with regulatory and operational standards.
• Identifies and mitigates risk within the department.
• 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

• A minimum of 12 years’ account management experience in the insurance industry with a focus on Personal lines of coverage.
• Advanced professional designation highly desirable (e.g. AAI, ARM, CIC, CPCU, CEBS, GBA, RHU, REBC).
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of advanced Personal lines of coverage.
• Excellent written and verbal communications skills to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Proficient skills in Microsoft Office (primarily Excel and Word).
• Must be computer literate with the ability to learn new software applications.
• Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Demonstrated ability to think ahead and plan over a 1–2-year timeframe.
• Strong ability to listen, discern, prioritize, and negotiate with clients and insurance carrier representatives based on a deep understanding of relevant issues.
• Valid driver’s license, the ability to travel and a reliable source of transportation.

Qualifications

• A minimum of a high school diploma or equivalent.
• A Property and Casualty License from state of domicile is required and must be maintained.
• Advanced degree preferred.
• Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of advanced Personal lines of coverage.
• Excellent written and verbal communications skills to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Proficient skills in Microsoft Office (primarily Excel and Word).
• Must be computer literate with the ability to learn new software applications.
• Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Demonstrated ability to think ahead and plan over a 1–2-year timeframe.
• Strong ability to listen, discern, prioritize, and negotiate with clients and insurance carrier representatives based on a deep understanding of relevant issues.
• Valid driver’s license, the ability to travel and a reliable source of transportation.

Skills

• Leadership and team management skills.
• Advanced professional designations (e.g. AAI, ARM, CIC, CPCU, CEBS, GBA, RHU, REBC).
• Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of advanced Personal lines of coverage.
• Excellent written and verbal communications skills to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Proficient skills in Microsoft Office (primarily Excel and Word).
• Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Demonstrated ability to think ahead and plan over a 1–2-year timeframe.
• Strong ability to listen, discern, prioritize, and negotiate with clients and insurance carrier representatives based on a deep understanding of relevant issues.
• Valid driver’s license, the ability to travel and a reliable source of transportation.

Benefits

Relation Insurance Inc. provides a comprehensive benefits package including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. The company also offers career advancement and development opportunities.

Pay

$68,000.00 - $166,000.00

Schedule

Flexible schedule to accommodate the demands of the role and the insurance industry.