Commercial Lines Service Leader

HUB International•Nashville, TN

About The Position

The Commercial Lines (CL) Service Leader owns the operational excellence of HUB’s MSO region Commercial Lines division, translating strategy into execution across sales, retention, and customer service. This role is central to driving performance outcomes while leading and developing a high-performing team of CL professionals.

Requirements

At least 10-15 years of progressive Commercial Lines (CL) insurance experience; majority must be within an agency, brokerage or consulting firm
Demonstrated track record as a Client Service/Account Executive or Team Leader in developing a consultative platform for account management
Specialty lines experience a plus
Demonstrated experience mentoring and directly managing staff
Ability to institute effective employee development and training procedures covering key areas
Understand ways to distinguish insurance brokerages through customer service, technology, special product offerings, association marketing, client communication strategies and alternative funding programs
A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates
Strong visibility within the local and national insurance communities
Highly developed organization and time management skills
Must be willing to travel 25%
Excellent listening skills
Strong written and verbal communications
Strong degree of self-motivation
Demonstrated ability to lead/motivate others
Influential and persuasive with the ability to partner across HUB and work well with segment and other channel leaders
Must hold any insurance licenses required by applicable regulatory authorities to perform the duties of this role

Responsibilities

Responsible for being a resource to all of CL in the HUB MSO region
Communicate all National initiatives to the field operations in HUB MSO
Work with CL teams to ensure “best practices” are in place across the region, with authority to implement strategic changes in consultation with the Chief Operating Officer
Work in conjunction with the CSO, COO, Commercial Lines Strategic Leader, and the Commercial Lines (CL) Service Unit Leaders to develop a vision and growth plan, attain and maintain profitability according to HUB MSO standards.
Work with the CL Service Unit Leaders to coordinate client service needs and expectations between the service staff and Producers
Work with the CL Service Unit Leaders and offices managing the workflow of the service staff including the assignment of workload and account responsibilities
Influence and support strategic planning initiatives including development of CL staff
Strategize with CL Service Unit Leaders, COO, CMO, Commercial Lines Strategic Leader, and CSO to retain business year over year enhancing value proposition, stewardship process and account management services
Positively and proactively represent HUB in meetings, seminars, and networking events
Maintain and display a deep knowledge of CL carrier products and service level differentiation
Drive consistent and predictable long-term, profitable client relationships
Work with Mid-South President and VP of Finance to support the development and management of department budget, pursue and achieve targets for key financial metrics, and control expenses per corporate guidelines
Champion the internal and external positioning of the HUB “brand”
Actively participate in Service management on day-to-day basis including office visits regarding staff development (mentoring), plan execution, and training
Helping drive artificial intelligence (AI) adoption to improve operational efficiencies
Maintain the accountability of RSP as they help with processing tasks in working with the operations team
Review Data on a consistent basis to maintain data integrity
Reviewing enterprise reports and having the account managers see if they can replace with the enterprise solutions.
Umbrella Panel
Smart Portal
HUB Wholesale Business