Registered Insurance Broker - Personal Lines Manager with Experience
As a Personal Lines Manager, you play a critical role in the efficient functioning of an insurance office. Your responsibilities span various areas, ensuring smooth operations, compliance, and client satisfaction.
As a Personal Lines Manager, your role is pivotal in maintaining operational excellence, client satisfaction, and adherence to industry standards.
Responsibilities
Leadership and Team Management:
- Lead the Head Office Personal Insurance service team.
- Support clients and team members regarding new business, endorsements, claims, and the renewal process.
- Assist in complex cases and escalations.
- Provide leadership, guidance, mentorship, and coaching to all staff to maintain quality and performance standards.
Client Relationship Management:
- Build and maintain strong relationships with clients.
- Provide consistent, accurate, and timely communication through verbal and written correspondence.
- Conduct face-to-face meetings with clients as necessary.
- Inform and educate clients about coverage, exclusions, and exposures.
Compliance and Process Management:
- Implement and manage office policies and procedures to ensure compliance with insurance laws and regulations.
- Oversee financial management tasks, including budgeting, forecasting, and timely billing and premium collection.
- Analyze operational data and reports to identify trends and implement strategic improvements in office efficiency and service delivery.
Business Relationships and Growth:
- Develop and maintain business relationships with clients, insurance carriers, and other stakeholders.
- Support business growth by fostering positive relationships.
- Coordinate with insurance agents and brokers to facilitate claims processing, underwriting, and policy issuance.
Training and Development:
- Train and supervise new insurance brokers joining the team.
- Facilitate professional development for staff.
- Ensure that brokers understand and adhere to general underwriting guidelines.
Qualifications and Skills:
- Several years of experience in personal lines insurance.
- Strong leadership abilities with a minimum of 7 years of leadership experience.
- Familiarity with insurance laws, regulations, and underwriting principles.
- Ability to build and maintain positive relationships with clients and stakeholders.