Personal Lines Service Team Lead

Peoples Bank • Prestonsburg, KY

10d

About The Position

This position will be for leading a group of Client Account Managers within the Personal Lines Service Team to service both new and renewal business for clients and prospects. Additionally, the role is responsible for servicing a book of business for both new and renewal business tied to a producer or self-serviced. Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.

Requirements

• Bachelor’s degree or equivalent work experience in business, insurance or a related field or a reputable industry designation.
• 5+ years of experience in insurance, especially within an independent brokerage firm preferred.
• Strong knowledge of insurance products, coverages, regulations and industry procedures.
• Exceptional communication, negotiation and leadership skills
• Proficiency in insurance software and Microsoft Office Suite
• Excellent verbal and written communication skills.
• Ability to stay organized and prioritize duties
• Results-driven with a commitment to achieving and exceeding expectations.
• Team Player
• Ability to travel for required for trainings, meetings, etc.
• Bachelor’s degree in business, insurance or a related field or a reputable industry designation.
• Ability to travel for required for trainings, meetings, etc.

Responsibilities

• Manages the day-to-day operations of a group of Client Account Manager on the Personal Lines Service Team.
• Recruiting, hiring, training, time management (ADP), PTO approval and overall leadership of team.
• Responsible for performance monitoring which includes the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental actions and disciplinary action.
• Responsible for training other associates on efficient processes and workflow procedures.
• Facilitate team and individual meetings via face to face and virtual.
• First point of contact for system related issues and ensuring resolution.
• Assisting in the new business process as well as managing the renewal processes for a specified book of business.
• Responsible for retention and net book growth of the team.
• Initiate renewal process with existing clients.
• Cross sell additional lines to existing clients and make referrals both internally and across all lines of business.
• Daily maintenance of automated systems consisting primarily of Applied Epic and Microsoft Outlook.
• Opportunity to sell new business earning new commissions.
• Perform special projects as assigned.

Benefits

• 401(k) retirement plan with an employer match
• employee stock purchase plan
• various education assistance programs such as student loan and tuition paydown/reimbursement
• paid vacation
• holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level