Commercial Lines Select Department Manager

Walsh Duffield Companies•Rochester, NY

About The Position

The Commercial Lines Select Department Manager grows and services Property & Casualty insurance programs for clients and prospects of the Select Commercial Insurance Division. This leadership position is responsible for developing and executing plans for growth and service, as well as coordinating team activities to deliver those plans. The role includes setting goals, conducting performance reviews, managing talent and succession planning, and supporting professional development. The manager sets priorities and oversees workflow, including analyzing contracts and quoting and binding coverage. The position monitors Account Executive workflows, keeps producers informed, trains new employees, leads implementation of updated procedures, and improves workflows for accuracy, turnaround time, and client experience. The manager also supports coverage analysis, risk management recommendations, marketing and applications, carrier selection and follow-up, account rounding and cross-referrals, and professional relationships with clients, employees, carriers, and vendors. Required licensing, continuing education, commercial insurance product knowledge, agency service standards, and E&O Plus Quality Management Program expectations must be maintained. Agency-specific training will be provided.

Requirements

Bachelor’s degree or a minimum of 8–10 years of commercial insurance experience.
Property & Casualty license.
Full knowledge of insurance products, principles, markets, and procedures.
Ability to work independently and carry out complex tasks involving abstract variables.
Strong written and verbal communication skills, including the ability to explain and interpret complex information.
Time management, analytical, problem-solving, negotiating, and decision-making skills.
Proficiency with Microsoft Office and agency systems.
Commitment to high-quality service and effectiveness in a team environment.

Nice To Haves

Previous leadership, supervisory, training, or workflow management experience.
Ongoing continuing education toward CPCU, CIC, AINS, AAI, ACSR, or AIM.

Responsibilities

Build and execute a marketing plan to increase revenue, accounts, and profitability, including cross-sell projects and handling inbound Select Division leads.
Own the division’s service plan by troubleshooting complex issues, educating staff and clients, and driving satisfaction and retention across select accounts and carrier relationships.
Coordinate team activities to deliver growth and service plans, including goal setting, performance reviews, talent management, succession planning, and professional development.
Set priorities and manage workflow, including independently analyzing contracts, quoting, and binding coverage.
Monitor Account Executives’ workflows and keep producers informed of important activity.
Train new employees and lead implementation of updated procedures and programs.
Evaluate workflows and procedures for select business accounts and implement efficiencies that improve accuracy, turnaround time, and the client experience.
Assist Account Executives in analyzing exposures, recommending coverage and risk management solutions, and educating clients on terms, conditions, and limitations.
Support marketing, proposing, and completing applications; submit applications to appropriate carriers and follow up to ensure timely policy or quote delivery.
Select markets for new business based on knowledge of carrier appetite and industry changes.
Round out accounts and solicit coverage increases at service contacts; refer clients to the Benefits and Personal Insurance Divisions.
Maintain professional relationships with clients, staff, carriers, and vendors, and uphold division and agency service standards.
Maintain required licensing, continuing education, and commercial insurance product knowledge.
Adhere to the expectations of the E&O Plus Quality Management Program.