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USI Insurance Services · 2 weeks ago

Commercial Lines Team Leader

Seattle, WA

Full-time

Onsite

Mid, Senior Level

$110K/yr - $120K/yr

5+ years exp

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, with approximately $3 billion in revenue and over 10,500 associates. The Commercial Lines Team Leader is responsible for managing operational activities, ensuring consistent standards of service, and overseeing a team while handling a book of business.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

Responsibilities

Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards

Expertise in understanding the USI ONE Advantage; Stewardship process and deliverables identified via the OMNI engine. Contribute information and ideas during strategy meetings

Respond to client requests for information, documents, and general insurance inquiries. Handle all aspects of Commercial Lines Property & Casualty Insurance. Occasional outside service visits, to the client, may be required

Maintain quality control of renewal expirations, avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner

Monitor adherence to service standards through Key Performance Indicator (KPI) reporting

Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog

Identify, plan and resolve routine department coverage and workload issues. Take necessary action to resolve issues

Perform periodic quality audits, when necessary

Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices. Maintain a high degree of accuracy in agency management and document management systems

Responsible for management of 2 or more employees

Responsible for interviewing, hiring, training and development of the team

Manage employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports

Other projects or duties, as needed

Qualification

Commercial Property & Casualty InsuranceProperty & Casualty insurance licenseManagement experienceIndustry designations ARMIndustry designations CICIndustry designations CPCUMicrosoft Office proficiencySagitta/ImageRight knowledgeCommunication skillsTeamwork

Required

5+ years experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverage's, underwriting and rating concepts

High School Graduate

Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe

Hold an industry designation such as ARM, CIC, and CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation

Ability to carry out complex tasks with many concrete and abstract variables

Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products

Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy

Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities

Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts

Ability to work in a team environment

Keep informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance

Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company