The Personal Lines Team Leader oversees the supervision of personnel, day to day department operations, improvement of the client service experience and workflows, provides training to new employees, and monitors and troubleshoots issues within the department. The Team Leader has Account management responsibilities including a book of business, and provides customer service by handling the day-to-day operations of clients' insurance needs.
The Ideal Candidate
You are a natural leader who understands the insurance business and possess a strong business acumen, as well as you are a savvy people managerA strong communicator who knows how to problem solve and manage projects over the finish line; you get things done but with a collaborative, communicative spiritYou drive from numbers and are able to show the results of your efforts in an analytical wayIf this sounds like you, we invite you to keep reading and apply!
What You'll Do May handle a book of business, or have other duties within the service team, and the duties and responsibilities for that position will also apply. Other duties may be directly performed by the Manager, or may be performed though Team Leaders where appropriate due to the size of the office.Analyzes and organizes office operations and procedures. Creates and manages department structure and enhances process improvements. Drives efficiencies. Standardizes processes and procedures. Promotes quality improvement initiatives. Researches and develops resources that create timely and efficient workflow for various support teams.Contributes effectively to the Personal Lines operations team which consists of all of the Managers and Corporate Operations personnel whose responsibility is to continuously seek to improve the customer service experience, the support of the sales effort, and best practices workflows for the entire Personal Lines operation.Prepares annual evaluations for service staff. Solves personnel problems, resolves conflicts, and addresses complaints within the PL service operation.Administers the training program for new hires in the service staff positions. This includes training on office equipment, internal procedures, Agency Management Systems and general insurance coverage knowledge. Tailors training to new and current employees in order to address skill and knowledge needs through individual mentoring, small group, or classroom training. Assesses each service employee’s need for further training, sets up goals and implement a plan for them to achieve those goals.Evaluates profit center staff workloads and makes adjustments as necessary. Maintain workflows for employees who are on vacation or leave. Assists staff during times of heavy work volume.Manages all PL service staff and operations within the profit center. Is responsible for the overall direction, coordination, and evaluation of this unit, and may or may not have subordinate supervisory or team leader personnel, depending on the size of the staff. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.Provide training and support for new producers as they build their book of business.Other duties as assigned. What's in it For You?To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
Competitive base salary Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer DaysHealth benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options Company match 401(k) plan – 50% up to 6%! Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers Opportunity to prioritize your mental health with 24/7 access to licensed therapists Pet benefits & discounts Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners What You'll Need Property and Casualty License. Professional designations preferred8+ years of experience in personal lines and/or commercial lines with 1-3 years of experience of independently managing a book at an insurance agencyTech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office productsExperience in supervising a team Grow, with usAssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!