Personal Insurance Department Manager

A well-known insurance agency is seeking an experienced Personal Insurance Department Manager. 

Excellent Salary, Comprehensive Benefits, Generous PTO 

As an insurance manager, you will focus much of your attention on setting goals, delegating tasks, and implementing strategies for more efficient team operations.

The individual responsibilities of an Insurance Manager can include:

1. • As a member of the Middle Management Group participates in the development of strategies to accomplish and support the personal lines department’s business plan objectives
   • Oversees and manages the daily Personal Lines branch operations, with scheduling of employees; and provides leadership at regularly scheduled meetings.
   • Resolves routine customer and personnel problems
   • Maintains good working relationships with the insurance companies and other distributors of insurance products.
   • Assists in reviewing and updating Business Continuity Plan, Agency Procedures, and Job Descriptions on an annual basis; implement Personal Lines Process Improvement initiatives.
   • Schedule and coordinate process improvement team meetings to improve company or agency changes, workflows or issues.
   • Approve timecards for all Personal Lines employees. Attends appropriate internal and external meetings relating to banking, marketing and insurance.
   • Participates in the selection of new employees. Makes routine employment decisions, reviewing performance recommendations for branch staff.
   • Stay informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques. Must be familiar with and follow agency E & O Guidelines
   • Review branch exchange accounts quarterly.
   • Work with external consultants, vendors and insurance carrier representatives to select training programs and resources for agency staff
   • Perform additional duties and special projects at management’s request.

Must have:

5+ years of Commercial Insurance experience

Active Property & Casualty (P&C) License mandatory.

Designations Highly Preferred 

Commercial Lines Manager - Independent Agency - Salary - Up to $100k - Ocean City, NJ 

Our client, is a Growing Independent Insurance Agency who is seeking a Commercial Lines Manager to lead their Commercial Insurance Division for their offices throughout South Jersey.  They are a family run agency for almost a century. They are a local agency with a broad reach, who has superior service, and are strong believers in a work life balance and continuing education. 

Experience Information:

Required: P&C (Property and Casualty)

Responsibilities:

• Lead and manage a team of commercial insurance agents, underwriters, and support staff.
• Set performance goals, provide coaching, and conduct performance evaluations.

Business Development:

• Develop and execute strategies to acquire new commercial insurance clients.
• Foster relationships with existing clients to retain and expand the business.

Product Management:

• Oversee the selection and pricing of commercial insurance products.
• Evaluate and recommend new insurance products and coverages based on market trends and client needs.

Risk Assessment:

• Analyze and assess the risk exposure of commercial clients.
• Work closely with underwriters to determine appropriate coverage and pricing.

Compliance and Regulations:

• Ensure that the team adheres to all relevant industry regulations and compliance standards.
• Stay updated on changes in insurance laws and regulations.

Customer Service:

• Provide exceptional customer service by addressing client inquiries, concerns, and claims.
• Resolve complex issues and escalations.

Financial Management:

• Develop and manage budgets for the commercial lines department.
• Monitor financial performance and make adjustments as needed to meet revenue targets.

Market Analysis:

• Conduct market research and analysis to identify emerging trends and opportunities.
• Stay informed about competitors and market conditions.

Reporting:

• Prepare regular reports on departmental performance, including key performance indicators (KPIs) and financial metrics.
• Present findings and recommendations to senior management.

Training and Development:

• Provide training and development opportunities for team members to enhance their knowledge and skills.
• Foster a culture of continuous learning within the department

Qualifications:

• Several years of experience in commercial insurance, including roles in underwriting or sales.
• Strong leadership and team management skills.
• Excellent knowledge of commercial insurance products and industry regulations.
• Exceptional communication and interpersonal skills.
• Proficiency in insurance software and Microsoft Office Suite.
• Relevant insurance certifications (e.g., CIC, CPCU) may be preferred.

Compensation and Benefits Information:

• Salary Range:  $100,000 commensurate with experience
• Benefits Offered: Medical, Dental, and Vision
• Up to 20 days of PTO  in year one

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Commercial Insurance Department Lead

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Insurance Department Manager to join their team.

Agency Leader

Job Summary

Are you a forward-thinking and engaging individual, eager to advance in your professional Insurance career? If so, an established agency is currently seeking an Agency Leader! This senior leadership role is responsible for overseeing financial efficiencies, personnel management, company policy adherence, and business development.

Responsibilities

• Collaborate with company leadership to strategize and implement methods enhancing sales, reducing costs, and optimizing efficiency.
• Review activity reports to ensure sales quotas are met and premiums collected.
• Interpret, implement, and enforce company policies effectively.
• Prepare and submit comprehensive activity reports.
• Monitor and respond to competitive opportunities.
• Proactively pursue business opportunities by engaging new/existing accounts and recruiting experienced insurance agents or acquiring independent agencies.
• Align staffing levels with sales needs to ensure optimal customer service.
• Develop annual budgets and manage expenditures while promoting cost-saving initiatives.
• Lead training and staff development efforts.
• Represent the Agency in client and vendor interactions.
• Perform other assigned duties.
• Expected travel: 30%-50%.

Qualifications/Requirements

• Previous experience in insurance agency management.
• Proven leadership experience.
• Holds an active Property and Casualty (P&C) Insurance License.
• Current valid driver's license.
• 8+ years of relevant insurance industry experience preferred.

• Proficiency in Agency management systems, contact management, internet, spreadsheet, and word processing software.

• Proven experience in growth leadership and identifying business opportunities.
• Excellent interpersonal and presentation skills.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $150k-$200k (based on experience) + bonus plan.
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Commercial Insurance Service Manager/Team Lead

Job Summary

A leading agency is seeking an experienced and motivated Commercial Insurance Service Manager/Team Lead. This role requires a strong understanding of commercial insurance products, exceptional leadership skills, and the ability to drive performance to meet and exceed client expectations. If you are seeking a challenging yet rewarding position in the insurance industry, this is your opportunity!

Responsibilities

• Manage and lead a team of insurance service representatives, including hiring, training, coaching, and performance management.
• Develop and implement strategies to optimize team performance, productivity, and efficiency.
• Ensure exceptional customer service by resolving escalated client issues and inquiries in a timely and professional manner.
• Collaborate with internal stakeholders, including sales, underwriting, and claims departments, to streamline processes and improve service delivery.
• Monitor team performance metrics and implement corrective actions as needed.
• Stay updated on industry trends, regulatory changes, and best practices to ensure compliance and enhance service offerings.
• Foster a positive and collaborative work environment, promoting teamwork, communication, and continuous learning within the team.
• Prepare and present regular reports and updates to senior management on team performance, client feedback, and operational improvements.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a high level of account management expertise and a comprehensive understanding of various insurance products, demonstrating the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Proven track record of successfully managing and leading teams, with a focus on achieving performance goals and driving results.
• Possesses the ability to skillfully mentor and coach team members, fostering individual and collective growth.
• Holds an active Property and Casualty (P&C) Insurance License.

• Preferred Agency Management System Experience: Applied Epic
• Minimum of 7 years of experience in commercial insurance services, with at least 2 years in a supervisory or leadership role – required.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $65K-$85K (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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