Personal Lines Supervisor

POSITION DESCRIPTION

Position Title: Personal Lines Supervisor

Department: Personal Lines Department

Reports To: Assigned Vice President / Principal

FLSA Status: Exempt

POSITION SUMMARY

The Personal Lines Supervisor is a working supervisor responsible for managing a book of business while leading and supporting the Personal Lines team. This role requires strong technical insurance knowledge, leadership capability, and a commitment to team development and service excellence.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Develop, enhance, and maintain relationships with existing Personal Lines clients

Assist Personal Lines Consultants with account acquisition and service, including accessing and entering information in carrier portals to obtain quotes for clients as needed

Hire, train, and onboard new personnel in the Personal Lines Department

Supervise and support Client Service Managers/Associates and Personal Lines Consultants

Be actively engaged with the team by assisting with day-to-day questions and problem-solving

Perform and review quarterly quality assurance audits in the agency management system to ensure accuracy and timeliness

Accountable for the successful completion of departmental projects and the implementation of leadership initiatives

Conduct employee performance evaluations and participate in salary review processes

Maintain and update Personal Lines Department procedures and workflows to enhance efficiency and productivity

Evaluate and manage integration of outsourcing resources

Continue to evaluate new technology options to increase efficiencies within departments while maintaining high level of client communications

Analyze team workloads and reallocate resources to balance workloads effectively

Communicate regularly with the service team regarding updates, procedural changes, and department initiatives

Coordinate continuing education opportunities relevant to the personal lines industry

Manage carrier relationships specific to Personal Lines

Lead monthly Personal Lines Department team meetings

Represent the Personal Lines Department on the Innovation Committee

KEY COMPETENCIES

Strong attention to detail

Resourceful, innovative approach to problem solving

Initiative to work on multiple projects simultaneously and self-direct priorities to meet deadline driven business

Dependability, high-energy and flexibility

Strong communication skills both written and verbal, strong presentation skills

POSITION REQUIREMENTS

College degree or advanced education strongly preferred

Minimum of 10 years of experience in Personal Lines insurance

Must maintain Property & Casualty insurance license and maintain all required continuing education credits for licensing renewal

Proficient in Microsoft Office Suite

Proficient in Applied Epic preferred with ability to follow and build workflows

Attend all required department and company-wide meetings

Participate in seminars and classes to develop skills and industry knowledge

PHYSICAL REQUIREMENTS AND WORK ENVIRONMENT

Extended periods of time in a sedentary position with ability to move about office to access office equipment and attend meetings

Prolonged periods of working on a computer using keyboard

Work environment includes interacting with others, participating in meetings, corresponding through email and phone calls

Must be able to communicate effectively in English both verbally and in writing to internal and external clients

Occasional out-of-office travel, including overnight travel, is required

Client appointments and work-related events will occasionally require attendance outside of standard office hours of 8:00am to 5:00pm

This position was posted by Gallen Insurance. Apply through the official website using the link on this page.