Insurance Service and Retention Manager

Duties and Responsibilities

• Coach colleagues on client care best practices, relationship management, revenue and sales growth opportunities and tactics for superior client retention results.
• Mentor and motivate colleagues to achieve and maintain high performance levels.
• Develop colleagues by encouraging education, ongoing training and professional development.
• Monitor and manage colleague productivity and quality.
• Provide guidance, training and support for new colleagues.
• Communicate and coach to performance objectives that align with our business objectives.
• Work with HR, industry connections and your own network to consistently find top talent for open positions in the department.
• Partner with Sales on Client Acquisition, Retention and Issue Resolution - Drive client retention efforts incorporating sales and business line subject matter experts.
• Aid in new business proposals and prospecting to help achieve new sales.
• Develop high-value relationships with sales management and producers to help drive new sales and client retention.
• Problem solve and handle client issues and escalations using listening skills, industry knowledge and resourcefulness.
• Use experience on current client issues to reduce future issues through coaching and process improvement.
• Have strong presentation and command skills to participate in client and RFP presentations for new business and retention opportunities.
• Strategy Acceleration and Execution - Full understanding of department, business line and client sales/retention strategy.
• Ability to provide input and improvement based on their experience and industry knowledge.
• Ability to translate strategy to colleagues and ensure all team members understand their importance to client and business success.
• Ability to execute our client sales and retention strategies.
• Focus on execution of strategy elements and priorities in the team.
• Proficient using Microsoft Office tools – Excel, Word and PowerPoint.

Industry Thought Leadership

• Maintain business-line expertise through self-development, involvement with industry sources and participation in carrier and vendor educational opportunities.
• Be able to demonstrate industry knowledge to clients in a way that builds credibility for Huntington Insurance.
• Be effective at sharing your knowledge and insights to help team members and other colleagues grow.

Policies, Procedures and Risk Management

• Ensures that colleagues are following established procedures.
• Work with peers and colleagues to find ways to improve processes. Be a part of continuous improvement activities.
• Comply with all agency and corporate policies.
• Adhere to legal and regulatory requirements.
• Adhere to compliance requirements on an on-going basis.
• Maintain knowledge of risk-related changes that could impact assigned work functions.