Personal Lines Service Team Lead
On-sitePrestonsburg, Kentucky, United States
Job Summary
Lead a group of Client Account Managers on the Personal Lines Service Team, managing day-to-day operations including recruiting, hiring, training, and time management. Monitor team performance through quarterly and annual reviews, while facilitating meetings and serving as the first point of contact for system issues in Applied Epic and Microsoft Outlook. Initiate renewal processes with existing clients, cross-sell additional lines, and drive retention and net book growth. Assist with new business processes and manage renewals for a specified book of business tied to a producer or self-serviced account. Perform special projects as assigned and maintain daily system maintenance.
Required Qualifications
- Bachelor's degree in business, insurance or a related field or a reputable industry designation
- 5+ years of experience in insurance
- 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.
Desired Qualifications
- 5+ years of experience in insurance, especially within an independent brokerage firm preferred
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