Tuesday, May 27, 2014

Commercial Lines Team Leader - Chicago, IL

Commercial Lines Team Leader is a critical role within an insurance agency's strategic management and client retention.  Essentially this is a position that touches several phases of the agency's operations including marketing, client management, employee development and workflows.  For this regional agency in Chicago that is growing, the goal of the team leader position is to facilitate the ongoing management of the property and casualty service team and create synergy between the marketing and account management functions to ensure a high level of client satisfaction and timely renewal management.

Commercial Lines Team Leader Responsibilities
Under client management, you'll oversee the implementation and execution of written service agreements including arranging client meetings, assigning points of contact, ensuring timely follow up on requested items from clients and review marketing summaries and checklists.
Within the scope of marketing, you'll participate in building wholesale and carrier relationships, review vendor agreements, market specific new and renewal cases as needed, train client managers on online rating software and work with the producers on expiration lists to get the renewal process started.
As a manager, you're responsible for hiring, performance management, training and employee development of client service staff.  You'll establish policies and procedures for maximizing efficiencies within the agency's management system (Applied/TAM). You'll make sure close communication is established between the commercial lines, small business and marketing departments so there is consistency in the workflows.
Commercial Lines Team Leader Requirements
At least 5-10 years of property and casualty career experience; this must include time spent working with an insurance agency.
Prior management and/or supervisory experience is required.
Established relationships with underwriters and wholesale brokers in the Chicago area; must have experience with marketing and rating submissions.

Must also have experience with addressing policy and procedures including oversight of efficiencies, allocating workloads and managing customer service staff.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com
Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

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