Commercial Lines Team Lead - Raleigh or Pittsburgh

F.N.B. Corporation • Huntington Beach, CA

106d

About The Position

This position is primarily responsible for leading a team of Account Managers/Client Advocates/Account Executives (CL/EB/PL) including planning, coordinating and controlling activities of the service team to maintain and enhance customer relationships, meet organizational and operational objectives and ensure all processes and service levels are consistently achieved. The incumbent ensures both new and current staff members receive the necessary job training and have the necessary tools to maximize their effectiveness, provides day to day direction and addresses questions as needed.

Requirements

• High School or GED required.
• Minimum of 7 years of job-related experience.
• Excellent management skills.
• Excellent communication skills, both written and verbal.
• Excellent organizational, analytical and interpersonal skills.
• Excellent customer service skills.
• Ability to use a personal computer and job-related software.
• Basic level of MS Word, Intermediate level of MS Excel, Basic level of MS PowerPoint.
• BA or BS preferred.
• Experience in commercial lines property casualty operational or customer related insurance environment and TAM system.
• Licensures/Certifications based on role, either Prop & Casualty or Life & Health required. Insurance designation preferred.

Responsibilities

• Services and retains an assigned book of business.
• Maintains assigned customer accounts and provides all services essential to high quality customer service which include collaboration with Sales and other Service/Support areas.
• Oversees activities of the Service Department and assures the smooth operation of the department when responding to internal and external requests.
• Monitors and reviews the consistent and timely delivery of proposals, policies, endorsements, invoices, audits, cancellations and correspondence to clients.
• Assists in the determination of the appropriate level of service for each client and ensures these levels of service are delivered in a consistent manner.
• Works with internal partners, operations, staff and producers to improve client satisfaction levels and service levels.
• Provides assistance to the internal team and is available to answer questions on procedures or coverage when necessary.
• Continually reviews policy and procedures manuals to ensure they reflect best practices in all areas.
• Manages the training of the service team to ensure they have the appropriate skills and tools necessary to ensure the highest level of client service including helping to prioritize and provide direction as needed.
• Conducts performance appraisals, provides ongoing coaching and development feedback and if needed, coordinates appropriate disciplinary measures.
• Performs other related duties and projects as assigned.

Benefits

• A culture of teamwork.
• A history of success.
• Opportunities for career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees