Associated Insurance and Risk Management Advisors · 3 days ago
Commercial Lines (P&C) Team Lead
Cincinnati,OH,US
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $150K/yr
10+ years expAssociated Insurance and Risk Management Advisors is seeking an experienced insurance professional to join their team as a Team Lead. In this role, you will manage a mid-to-large book of business, providing leadership to a team of Account Managers and CSRs while ensuring high-quality client service and meeting departmental production goals.
Financial ServicesInsurance
Responsibilities
Make major decisions collaboratively in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly
Acquire understanding of clients’ insurance objectives and analyzes and compare insurance plans to determine suitability
Liaise with clients to ensure their requirements are met, attending review meetings where appropriate. Ensure procedures are followed to maintain a high quality of client service
Review and service client accounts through working with Producer, Account Manager and CSRs in obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements
Occasionally join meetings in person or remote to assist producers in closing new business opportunities. May also be asked to present proposal independent of producer
Appropriately document conversations with clients and carrier representatives and update all Associated management systems when necessary
Act as a liaison between clients and insurance carriers to resolve any client service issues
Develop new business from existing accounts and contribute to departmental production goals. Identify and follow-up on cross selling opportunities when appropriate
Supervision of team members to ensure Service Level Agreements are complied with
Ensure team has knowledge of Service Standards and Policy Coverage
Provide coaching and mentoring to account managers and client service representatives on your team
Identify training needs and facilitate development of team in accordance with Associated Learning & Development Prospectus
Timely completion of employee review process
Actively participate in Associated improvement committees
Liaise with clients to ensure their requirements are met, attending review meetings where appropriate. Ensure procedures are followed to maintain a high quality of client service
Respond promptly to complaints when required
Complete regular quality assurance checks of your team’s work to ensure minimum standards are being met
Collaborate with Director of Client Experience on process standards and capacity reviews
Handle your own book of business and oversee books of business handled by direct reports
Qualification
Required
Resident P&C Producer License
Middle Market Experience
At least 10+ years of experience and demonstrated proficiency in a Senior Account Management / Account Executive role in required lines
Contract and Lease Review Experience
Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
Demonstrated proficiency with Applied Systems Epic
Demonstrated knowledge of insurance carrier appetite and underwriting guidelines
Benefits
Hybrid work schedule
Company
Associated Insurance and Risk Management Advisors
Associated is a 130+ year old privately owned insurance and risk management advisor, committed to going above and beyond for our employees, clients and carriers because your future is our present.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Nikki (.
Executive Assistant to the CEO
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