Unit Manager - Private Client Services
About The Position
SUMMARY Responsible for primary leadership and management of service staff. In addition, may perform Account Manager or Account Executive responsibilities as applicable.ESSENTIAL DUTIES AND RESPONSIBILITIES Participates with Producer and operations and/or staff manager in planning unit goals and objectives;Ensures that work assignments delegated to staff are aligned with unit goals and objectives;Manages staff including; motivating/mentoring staff, providing employee training and development, conducting performance reviews and performing disciplinary action as appropriate;Recommends personnel/staffing needs to operations and/or staff manager;Selects candidates, conducts interviews and recommends candidate hires to operations and/or staff manager;Coordinates new hire on-boarding with Human Resources department;Manages unit schedule, receives and approves timecards and time off requests;Reviews and pre-approves Professional Development requests; forwards to operations and/or staff manager for final approval;Develops strong working relationships with staff and Producers;Gathers new and lost business reports;Prepares reports including expiration and policy status reports for team;Encourages and facilitates carrier and/or brokerage relations including carrier promotions, products knowledge and systems usage and/or training;Coordinates dead file assignments;Maintains regular communication with Staff Manager and Operations Manager;Attends company sponsored training and development programs as mandated;Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);Other duties as assigned.
Requirements
- Bachelor's Degree equivalent combination of education and experience
- Eight (8) or more years related work experience
- Encouraged to complete Career Path requirements as communicated by supervisor
- Valid Insurance License
- Must continue to meet Continuing Education requirements for license renewal
- Excellent verbal and written communication skills
- Ability to work within a team, lead a team and foster teamwork
- Excellent customer service skills, including telephone and listening skills
- Good problem solving and time management skills
- Ability to work within a team and to foster teamwork
- Proficient in Microsoft Office Suite
Responsibilities
- Participates with Producer and operations and/or staff manager in planning unit goals and objectives
- Ensures that work assignments delegated to staff are aligned with unit goals and objectives
- Manages staff including; motivating/mentoring staff, providing employee training and development, conducting performance reviews and performing disciplinary action as appropriate
- Recommends personnel/staffing needs to operations and/or staff manager
- Selects candidates, conducts interviews and recommends candidate hires to operations and/or staff manager
- Coordinates new hire on-boarding with Human Resources department
- Manages unit schedule, receives and approves timecards and time off requests
- Reviews and pre-approves Professional Development requests; forwards to operations and/or staff manager for final approval
- Develops strong working relationships with staff and Producers
- Gathers new and lost business reports
- Prepares reports including expiration and policy status reports for team
- Encourages and facilitates carrier and/or brokerage relations including carrier promotions, products knowledge and systems usage and/or training
- Coordinates dead file assignments
- Maintains regular communication with Staff Manager and Operations Manager
- Attends company sponsored training and development programs as mandated
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
- Other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
