Benefits: 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Employee discounts Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Vision insurance The Role: In this newly created position, the Commercial Lines Manager will have a dual role as a team leader and producer. This individual will focus on leading, managing, growing and holding the commercial team accountable following the EOS operating system. The manager will identify, discuss and solve issues, and implement strategies for efficient sales and service operations. They will also complete and oversee daily department operations, in addition to selling and retaining business. To flourish in this role, the individual must be a critical thinker, be self-driven to succeed, and always have the desire to learn and develop themself and others. The ultimate measurement of success for the Commercial Lines Manager will be overall commercial department revenue growth.
Responsibilities: Team Lead (~25%): Lead, manage and hold the commercial department accountable following the EOS operating system Continually create, review, revise and implement and enforce commercial lines procedures Review commercial department processes and performance to identify areas where individual employees and the entire department can improve their efficiency Identify and minimize risks to the department and agency Develop and manage team budget Grow department through organic growth and by hiring and training additional team members as needs are identified (sales and service) Train and ensure team members have the skills and competences required Audit and provide constructive feedback to encourage and motivate the team and achieve personal and professional success Collect, analyze, and present data to the team and Principal in a way that they can understand and learn from Work closely with Principal, Operations, and Personal Lines Manager to maintain open and honest communication, compliance, and continuity amongst the agency Sales & Retention (~70%): Focus on prospect identification and conversation process, exercising self-confidence and humility to find success in sales through focusing on niche markets and identifying target clients Present and advise the prospect, close the sale and warmly transfer the new client to the commercial lines teams to handle the post-sale and account maintenance Retain newly established and existing clients through policy renewal reviews to address risks and coverages, retain and grow business and enhance client relationships Meet established goals to retain and grow new business Service (~5%): Assist Commercial Lines servicing team in daily operations, including processing and verifying changes, claims intake and management, issuing certificates, billing and payment, educating and advising clients to confirm that policyholder needs are best addressed, as well as other areas, including addressing escalated concerns with clients, underwriters or management
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