Risk Strategies Company · 21 hours ago
Personal Lines Select Team Leader
Risk Strategies Company is seeking a Personal Lines Select Team Leader to oversee the operations of the PL Select team. The role involves managing staff performance, ensuring adherence to processes, and collaborating with leadership to meet growth and client retention goals.
Responsibilities
Responsible for leading the PL Select office to successfully reach or exceed its growth and client retention goals
Manage the standardized workflows for all PL Select team members
Set department goals and KPI’s in collaboration with Regional PL Select Leader
Responsible for handling a reduced book of business to leave enough time for team management responsibilities
Establish professional development and talent management for all PL Select staff
Assist in the management of external vendor relationships in collaboration with leadership to ensure process and procedures are being handled effectively
Coordinate onboarding & training for all new employees within the PL Select team
Perform annual reviews for all direct reports (account managers and support staff)
Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly
Collaborate with Regional & National Leadership to manage carrier relationships
Represent PL Select with broader leadership, service teams (internal and external), and RSC specialty practices to collaborate on client needs
Evaluate, and develop additional ways improve the efficiency of business processes and procedures to enhance speed, quality and output
Qualification
Required
P&C Insurance License required
7 or more years' experience in personal lines
Proven ability to provide strong leadership to growing team in a fast-paced, growth-focused organization
Client-facing experience at an insurance company or brokerage
Ability to work collaboratively across business practice both regionally and enterprise-wide
Preferred
BA/BS preferred
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Recent News
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