Alliant Insurance Services · 1 week ago
Unit Manager
San Diego, CA, USA
Full-time
Onsite
Senior Level, Lead/Staff
$100K/yr - $150K/yr
8+ years expAlliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Unit Manager is responsible for primary leadership and management of service staff, ensuring work assignments align with unit goals and managing staff development.
ConsultingFinancial ServicesInsurance
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
Qualification
Required
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
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
H1B Sponsorship
Alliant Insurance Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2022 (2)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
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Company data provided by crunchbase