Associated Agencies Inc
Commercial Lines (P&C) Team Lead
Associated Agencies Inc, Cincinnati, Ohio, United States, 45208
Overview
We’re seeking an experienced and driven insurance professional to join our team as a Team Lead. This role is ideal for a self-starter with 10+ years of experience as a Senior Account Manager or Account Executive in Commercial Lines, and proficiency in EPIC. You’ll manage a mid-to-large book of business as the primary client contact while providing leadership and guidance to a team of Account Managers and CSRs. Account Management
Make major decisions collaboratively in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly. Acquire understanding of clients’ insurance objectives and analyzes and compare insurance plans to determine suitability. Liaise with clients to ensure their requirements are met, attending review meetings where appropriate. Ensure procedures are followed to maintain a high quality of client service. Review and service client accounts through working with Producer, Account Manager and CSRs in obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements. Occasionally join meetings in person or remote to assist producers in closing new business opportunities. May also be asked to present proposal independent of producer. Appropriately document conversations with clients and carrier representatives and update all Associated management systems when necessary. Act as a liaison between clients and insurance carriers to resolve any client service issues. Develop new business from existing accounts and contribute to departmental production goals. Identify and follow-up on cross selling opportunities when appropriate. Team Lead
Supervision of team members to ensure Service Level Agreements are complied with. Ensure team has knowledge of Service Standards and Policy Coverage. Provide coaching and mentoring to account managers and client service representatives on your team. Identify training needs and facilitate development of team in accordance with Associated Learning & Development Prospectus. Timely completion of employee review process. Actively participate in Associated improvement committees. Portfolio Management
Liaise with clients to ensure their requirements are met, attending review meetings where appropriate. Ensure procedures are followed to maintain a high quality of client service. Respond promptly to complaints when required. Complete regular quality assurance checks of your team’s work to ensure minimum standards are being met. Collaborate with Director of Client Experience on process standards and capacity reviews. Handle your own book of business and oversee books of business handled by direct reports. Requirements and Qualifications
Resident P&C Producer License Middle Market Experience At least 10+ years of experience and demonstrated proficiency in a Senior Account Management / Account Executive role in required lines Contract and Lease Review Experience Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions. Demonstrated proficiency with Applied Systems Epic Demonstrated knowledge of insurance carrier appetite and underwriting guidelines Associated Benefits
Hybrid work schedule Salary Description
$100,000-$150,000 #Li-hybrid
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We’re seeking an experienced and driven insurance professional to join our team as a Team Lead. This role is ideal for a self-starter with 10+ years of experience as a Senior Account Manager or Account Executive in Commercial Lines, and proficiency in EPIC. You’ll manage a mid-to-large book of business as the primary client contact while providing leadership and guidance to a team of Account Managers and CSRs. Account Management
Make major decisions collaboratively in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly. Acquire understanding of clients’ insurance objectives and analyzes and compare insurance plans to determine suitability. Liaise with clients to ensure their requirements are met, attending review meetings where appropriate. Ensure procedures are followed to maintain a high quality of client service. Review and service client accounts through working with Producer, Account Manager and CSRs in obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements. Occasionally join meetings in person or remote to assist producers in closing new business opportunities. May also be asked to present proposal independent of producer. Appropriately document conversations with clients and carrier representatives and update all Associated management systems when necessary. Act as a liaison between clients and insurance carriers to resolve any client service issues. Develop new business from existing accounts and contribute to departmental production goals. Identify and follow-up on cross selling opportunities when appropriate. Team Lead
Supervision of team members to ensure Service Level Agreements are complied with. Ensure team has knowledge of Service Standards and Policy Coverage. Provide coaching and mentoring to account managers and client service representatives on your team. Identify training needs and facilitate development of team in accordance with Associated Learning & Development Prospectus. Timely completion of employee review process. Actively participate in Associated improvement committees. Portfolio Management
Liaise with clients to ensure their requirements are met, attending review meetings where appropriate. Ensure procedures are followed to maintain a high quality of client service. Respond promptly to complaints when required. Complete regular quality assurance checks of your team’s work to ensure minimum standards are being met. Collaborate with Director of Client Experience on process standards and capacity reviews. Handle your own book of business and oversee books of business handled by direct reports. Requirements and Qualifications
Resident P&C Producer License Middle Market Experience At least 10+ years of experience and demonstrated proficiency in a Senior Account Management / Account Executive role in required lines Contract and Lease Review Experience Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions. Demonstrated proficiency with Applied Systems Epic Demonstrated knowledge of insurance carrier appetite and underwriting guidelines Associated Benefits
Hybrid work schedule Salary Description
$100,000-$150,000 #Li-hybrid
#J-18808-Ljbffr