Commercial Lines Manager

Management

• Establish and help to achieve annual Commercial Production goals.
• Look for opportunities to grow a business through partnerships or new initiatives, and work to take advantage of those opportunities.
• Analyze sales and other reports that give insight into how production goals can be adjusted to achieve production goals and improve performance.
• Work with Carrier partners to maintain and build relationships, establish annual production goals, schedule periodic carrier meetings, and maintain carrier appointments.
• Work efficiently and calmly on tight deadlines or as other stress factors arise.
• Assist the President and work as a member of a cohesive team.
• Accept extra duties as situations arise.

Department

• Manage daily company operations and resolve issues.
• Coach and conduct training for agents and employees on best practices for managing accounts, workflow, and handling daily issues and tasks.
• Coach and train department on policy risks analysis and make recommendations based on a thorough analysis of all factors involved in a business situation.
• Manage House accounts by conducting annual risk analysis, making recommendations for additional coverage, and solidifying coverage after presenting proposals to the Finance Enterprise Audit Committee.
• Examine company rules to ensure they stay relevant and make recommendations to implement necessary changes.
• Establish individual performance goals, track performance over time, and complete annual performance evaluations based on results.

Agent Services

• Oversee that agent services are being performed by Account Managers and Assistant Account Managers with accuracy and within standard turnaround periods.
• Pre-underwrite new and renewal risks, prepare quotations as needed, and submit applications to carriers and/or complete the quote and bind process using carrier’s online process.
• Update Agency Management system accordingly.
• Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes using carrier online systems. Update Agency Management system accordingly.
• Work with carriers to seek approval to reinstate risks.
• Issue proof of insurance and vehicle identification cards accordingly.
• Respond to carrier underwriting requests.
• Provide customer service to policyholders in the absence of the agent.
• Perform other duties as assigned.