Commercial lines manager job description

▪ Ensure monthly recaps are sent to agencies by 10th of each month utilizing correct template and format with Manager cc'd, as required by agency, and uploaded to SharePoint

▪ Confirm monthly expiration lists and/or current book of business are uploaded to

SharePoint

▪ Check AMA frequently for each AM to ensure information is updated consistently to meet Servicing Standards

▪ Complete both monthly and quarterly compliance audits for all team members

▪ Coordinate with Client Consultants regarding workflows and utilization of team

▪ Take action to help correct staff shortcomings as needed, including disciplinary actions

▪ Ensure AM has proper licensing for states required by agency

▪ Interact with Agency Contact as needed (personnel concerns, changes, account specific

questions, etc.)

S upporting Responsibilities:

▪ Attend all Patra Select Manager meetings and check-in calls

▪ Attend Leadership Cohorts

▪ Complete Audit scorecards and Cumulative Audit scoresheet after each audit

S upporting Responsibilities, continued:

▪ Update Bonus Metric worksheet each month for each AM, using data from renewal recap email, Retention Tracking app and Compliance audits

▪ Provide any comments and/or exceptions on Bonus Metric as needed

▪ Provide annual performance reviews for each AM by AM's work anniversary

▪ Complete Performance Improvement Plan and implement check-in calls with AM, as required

▪ Assist Client Consultants with new hire training, including agency management systems, remote desktop, and all Patra-owned systems and databases

▪ Act as a resource for Patra Select account managers regarding markets, coverages, and time management tools and resources

▪ Assist in implementing any new initiatives as directed by Management team

▪ Report any issues (performance, E&O or personal) to Senior Manager

R e quired Skills:

▪ Ability to work well within all levels of the organization

▪ Possess a coaching and mentoring skillset vs. micro managerial approach

▪ Execute quick and sound decisions based on evidence provided

▪ Willingness to reach out to Senior Manager and Director with escalation issues

▪ Possess excellent oral and written communication skills

▪ Ability to remain calm under pressure in high-stress environment and project positive

"can-do" attitude to team

▪ Proficiency to identify problems and provide resolution and resourcefulness as needed

▪ Aptitude for fostering positive relationships with people from all walks of life

▪ Act with initiative and determination with little to no supervision from Management

▪ Accomplish tasks assigned within given deadlines with conscientiousness and drive

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown is looking for an Risk Manager to join our Commercial Lines team in Mahopac, NY! This individual will act as the main point of contact for renewal strategy and client contacts, in our large accounts division. We will rely on you to communicate clients' needs to customer service representatives as well as reporting needs to Producers. You will have the exciting opportunity to manage and retain an existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.

WHAT YOU'LL DO:

Work closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients. Spend approximately 50-60% of the time outside with customers and new business opportunities. Follow-up to address customer needs and resolve any problems or issues. Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate. Develop service plan and timeline for each client. Implement and monitor service plan. Work with CSR to determine best markets and marketing strategy for customer's coverage and pricing. Aid CSR in negotiating best premium and coverage for customer. Direct CSR in determining best format for renewal process and make sure CSR is acting in a timely manner. Document sales and prospecting information into the sales management database. Encourage and motivate team members to achieve or exceed agency standards. Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements. Present proposal to customer, ensuring appropriate team members and resources are represented/attend. Promote teamwork and commitment to department/agency goals. Participate in special projects as requested. Remain current on industry trends and information, new product development, legislation, coverages and technology.



WHAT YOU'LL NEED:


Bachelor's Degree, or an equivalent combination of education and experience may be considered 5+ years' commercial insurance experience Active Property & Casualty Brokers License. Acceptable results of a Motor Vehicle Record and maintenance of minimum acceptable insurance coverages Proficiency in Microsoft Office 365 Exceptional customer service and interpersonal skills



WHAT WE OFFER:


Base salary + incentive compensation structure Unlimited earning potential Excellent growth and advancement opportunities Discretionary Time Off (DTO) Generous benefits package: health, dental, vision, 401(k), etc. Employee Stock Purchase Plan


We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

The Commercial Lines Manager role is responsible for all activities related to operations of the Commercial Lines (CL) department in conjunction with other team leaders. Depending on the structure of the department and agency, this role may also perform other duties such as those of an Account Executive or Marketing Manager. The Manager-CL position will continuously look to improve the client service experience and the workflows associated with delivering excellent customer service throughout the agency.
The Ideal Candidate

* You are a seasoned insurance leader who is the epitome of professionalism and customer service
* People management and client management are both strong skills in your toolkit
* You are analytical at heart with strong technical skills, and pride yourself on great accuracy in your work

If this sounds like you, we invite you to keep reading and apply!

Responsibilities

* Directs and manages the Commercial Lines Department. Resolves issues. Promotes quality improvement and new capability initiatives.
* Develops and maintains a book of business by working closely with clients and insurance carriers, and delegates tasks to members of the account team.
* Assist with regional leadership activities. Assist with hiring, coaching, and developing employees.
* Develop strategies and programs to prepare team so that they have the skills and knowledge needed to support/ enhance performance.
* Works to solidify strong relationships with insurers, clients, and staff. Leverages specialists in other areas of the organization to deliver best-in-class solutions to clients
* Oversee internal audit process. Concentrate on adherence to procedures and workflows. Provide results to management and service staff.
* Identify and develop additional training opportunities as needed.
* Other duties as assigned.

Qualifications

* Advanced degree from college or technical school; a combination of education and experience will be considered for candidates without an advanced degree
* Property and Casualty License
* 10+ years of experience in commercial property and casualty insurance with 7+ years of experience of independently managing a book at an insurance agency
* Tech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office products
* Professional designations preferred

Grow, with us

AssuredPartners 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!