General Description: Responsible for managing the operational activities for Select Commercial Lines Account Management team in assigned region. Ensure the service team maintains 92% or above client retention. Supports the USI sales process.
Responsibilities:• Responsible for full-cycle recruitment, management, and development of Select Commercial Lines Account Management team. Includes training, coaching, and performance management.• Keep account management team informed on industry trends and USI processes through regular team and individual meetings.• Accountable for team achieving 92% or above client retention. Regularly meet with account managers to strategize on upcoming renewals.• Promote account rounding and cross-sell/referral opportunities.• Work with regional and national leadership to meet corporate profit and growth objectives.• Optimize Select Commercial Lines book of business via client service model. Comprised of account management, outsourcing, and segmentation.• Develop and maintain carrier relationships to renew policies timely and solve client and account management issues.• Maintain quality control utilizing reports to renew policies, avoid lapses in coverage, and achieve service goals. Perform periodic quality audits.• Adhere to company’s credit and collection policy in invoicing and pursuing prompt client payments.• Oversee team workload and maintain appropriate staffing levels.• Create and maintain relationships with regional peers to foster internal stewardship. Expedite segmentation transfers working in conjunction with both the regional project manager and commercial lines middle market managers.• Develop effective interdepartmental communication strategies. Foster team behavior and a sales-oriented culture.• Integrate new acquisition personnel and clients to Select Commercial Lines service model and processes.• Support new business growth and assign service team resources.
Knowledge, Skills and Abilities:• 7 years + experience in Commercial Property & Casualty Insurance Agency. • College degree preferred.• Prior managerial experience preferred. Ability to manage others effectively.  • In-depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes.• Must hold a state Property & Casualty insurance license.  • Industry designation such as ARM, CIC, CPCU preferred or expected to pursue a designation.• Ability to carry out complex tasks with many concrete and abstract variables.  • Comfortable with internet-based programs and Microsoft Office products.  • Knowledge of Sagitta/ImageRight preferred, but not required.• Proven ability to work in a fast paced, team environment with minimal instruction and a high degree of accuracy.• Strong organizational skills with ability to manage and negotiate multiple priorities and deadlines.• Strong written, verbal, and interpersonal communication skills.