Commercial Lines Team Leader
USI Insurance Services, Seattle, WA, United States
General Description: Responsible for managing the operational activities of the unit/department to ensure consistent standards of service and professionalism. The role meets USI service standards, best practices, risk management, and quality control standards.
Responsibilities
Provide technical expertise in coordinating inside service for new and existing clients through sales, account development, and problem solving based on USI Core Values and Standards.
Understand the USI ONE Advantage; stewardship process and deliverables identified via the OMNI engine; contribute information and ideas during strategy meetings.
Respond to client requests for information, documents, and general insurance inquiries; handle all aspects of Commercial Lines Property & Casualty Insurance; occasional outside service visits may be required.
Maintain quality control of renewal expirations, ensuring no lapse in coverage; ensure team members address renewals timely.
Monitor adherence to service standards through KPI reporting.
Produce and monitor various monthly reports to ensure all policies are renewed timely; invoicing completed per best practices; review team members’ open items, workloads, and backlog.
Identify, plan, and resolve routine department coverage and workload issues; take necessary action to resolve issues.
Perform periodic quality audits when necessary.
Maintain client files accurately and consistently; document files and communicate per company workflows, procedures and best practices; maintain accurate agency management and document management systems.
Manage 2 or more employees.
Interview, hire, train, and develop the team.
Manage employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance, and approving expense reports.
Other projects or duties as needed.
Knowledge, Skills and Abilities
5+ years experience in Commercial Property & Casualty Insurance Agency with comprehensive understanding of all coverage, underwriting and rating concepts.
High School Graduate; college degree preferred.
Prior managerial experience preferred; ability to manage others effectively.
Must hold state Property & Casualty insurance license or be willing to obtain one within an agreed timeframe.
Hold an industry designation such as ARM, CIC, CPCU, or expected to pursue an industry designation.
Ability to carry out complex tasks with many concrete and abstract variables.
Comfortable with internet-based programs and intermediate knowledge of Microsoft Office products; knowledge of Sagitta/ImageRight preferred.
Ability to work in a fast-paced environment with minimal instruction and high accuracy.
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Maintains cordial and effective relationships with clients, co-workers, carriers, vendors and other business contacts; ability to work in a team environment.
Keeps informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance.
Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance as needed to achieve business goals.
Benefits
Competitive pay, incentives, and benefits including medical, wellness, dental, and vision coverage.
401(k) plan, flexible spending and health savings accounts.
Short- and long-term disability, life insurance, and other employer-sponsored programs.
Generous paid time off policy, paid family leave benefit, and 12 paid holidays.
Paid time off and paid sick leave: 18 days per year.
Bonus eligible position with a target incentive of 5%.
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Responsibilities
Provide technical expertise in coordinating inside service for new and existing clients through sales, account development, and problem solving based on USI Core Values and Standards.
Understand the USI ONE Advantage; stewardship process and deliverables identified via the OMNI engine; contribute information and ideas during strategy meetings.
Respond to client requests for information, documents, and general insurance inquiries; handle all aspects of Commercial Lines Property & Casualty Insurance; occasional outside service visits may be required.
Maintain quality control of renewal expirations, ensuring no lapse in coverage; ensure team members address renewals timely.
Monitor adherence to service standards through KPI reporting.
Produce and monitor various monthly reports to ensure all policies are renewed timely; invoicing completed per best practices; review team members’ open items, workloads, and backlog.
Identify, plan, and resolve routine department coverage and workload issues; take necessary action to resolve issues.
Perform periodic quality audits when necessary.
Maintain client files accurately and consistently; document files and communicate per company workflows, procedures and best practices; maintain accurate agency management and document management systems.
Manage 2 or more employees.
Interview, hire, train, and develop the team.
Manage employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance, and approving expense reports.
Other projects or duties as needed.
Knowledge, Skills and Abilities
5+ years experience in Commercial Property & Casualty Insurance Agency with comprehensive understanding of all coverage, underwriting and rating concepts.
High School Graduate; college degree preferred.
Prior managerial experience preferred; ability to manage others effectively.
Must hold state Property & Casualty insurance license or be willing to obtain one within an agreed timeframe.
Hold an industry designation such as ARM, CIC, CPCU, or expected to pursue an industry designation.
Ability to carry out complex tasks with many concrete and abstract variables.
Comfortable with internet-based programs and intermediate knowledge of Microsoft Office products; knowledge of Sagitta/ImageRight preferred.
Ability to work in a fast-paced environment with minimal instruction and high accuracy.
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Maintains cordial and effective relationships with clients, co-workers, carriers, vendors and other business contacts; ability to work in a team environment.
Keeps informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance.
Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance as needed to achieve business goals.
Benefits
Competitive pay, incentives, and benefits including medical, wellness, dental, and vision coverage.
401(k) plan, flexible spending and health savings accounts.
Short- and long-term disability, life insurance, and other employer-sponsored programs.
Generous paid time off policy, paid family leave benefit, and 12 paid holidays.
Paid time off and paid sick leave: 18 days per year.
Bonus eligible position with a target incentive of 5%.
#J-18808-Ljbffr