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.