Personal Lines Service Team Lead

Peoples Bank • Ashland, KY

4h

About The Position

The Personal Lines Service Team Lead leads a group of Client Account Managers serving new and renewal business for clients and prospects. The role also services a book of business tied to a producer or self-serviced. The position oversees team operations and performance while supporting customer retention, net book growth, and new business development.

Peoples Insurance Agency, LLC is a wholly owned subsidiary of Peoples Bank. The organization emphasizes a collaborative work environment, integrity, professionalism, and extraordinary customer service. This role may require travel for training and meetings.

Requirements

• Bachelor’s degree in business, insurance, or a related field, or a reputable industry designation.
• Ability to travel for required training, meetings, and similar activities.
• 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 mindset.

Nice To Haves

• Five or more years of experience in insurance, especially within an independent brokerage firm; preferred.
• Equivalent work experience in business, insurance, or a related field may be considered in place of a bachelor’s degree.

Responsibilities

• Manage day-to-day operations of a group of Client Account Managers, including recruiting, hiring, training, time management, PTO approvals, and team leadership.
• Monitor performance and prepare and deliver feedback, including quarterly and annual reviews, developmental actions, and disciplinary action.
• Train associates on efficient processes and workflow procedures.
• Facilitate team and individual meetings in person and virtually.
• Serve as the first point of contact for system-related issues and ensure resolution.
• Assist with new business processes and manage renewal processes for a specified book of business.
• Support retention and net book growth for the team.
• Initiate renewal processes with existing clients.
• Cross-sell additional lines to existing clients and make referrals internally and across lines of business.
• Maintain automated systems daily, primarily Applied Epic and Microsoft Outlook.
• Sell new business and earn new commissions.
• Perform special projects as assigned.

Benefits

• 401(k) retirement plan with employer match.
• Employee stock purchase plan.
• Education assistance programs, including student loan and tuition paydown or reimbursement.
• Paid vacation.
• Paid holidays.

What This Job Offers

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