Commercial Lines Select Manager

USI Norfolk , VA 23510

Posted 6 months ago

General Description: Responsible for managing the operational activities of the Commercial Lines Small Business Department in order to achieve profitability and ensure consistent standards of sales, service and professionalism as defined by USI's Best Practices, Core Values and Risk Management Quality Control standards.


  • Manage department staff including: hiring, training, career development, performance reviews and performance improvement plans.

  • Establish education and career paths for all Commercial Lines staff.

  • Review account retention with Account Managers and ensure adherence to retention goals; achieve agency retention goals regarding percentage of retained business through proactive measures.

  • Promote account rounding and cross-sell/referral opportunities.

  • Conduct effective performance reviews and aid in setting measurable goals.

  • Work with OpCo President and/or COO to ensure compliance with profit and growth objectives set by management.

  • Manage through USI Small Business initiatives and efficiencies -- examples include all possible business managed via carrier service centers, wholesaler consolidation and carrier download. Minimize "paper" received from carriers. Eliminate invoicing of direct bill business via accounting cash receipts basis process.

  • Adhere to USI Small Business Best Practices.

  • Act as liaison between Commercial staff and insurance company personnel, building and maintaining positive agency/company relationships.

  • Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.

  • Monitor adherence to service standards through Key Performance Indicator (KPI) reporting.

  • Maintain quality control of renewal expirations, avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner.

  • Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog.

  • Identify, plan and resolve routine department coverage and workload issues. Take necessary action to resolve issues.

  • Perform periodic quality audits, when necessary.

  • Develop effective interdepartmental communication strategies. Foster team behavior and a sales-oriented department culture.

  • Responsible for the management of employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports.

Knowledge, Skills and Abilities:

  • 10 years experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.

  • High School Graduate. College degree preferred, but not required.

  • Prior managerial experience preferred. Ability to manage others effectively.

  • In depth knowledge of agency management system functionality, workflow procedures, underwriting, sales and service processes.

  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.

  • Hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.

  • Ability to plan and instruct staff members on information appropriate to their job responsibilities

  • Ability to handle difficult behavior and conflict and bring to a timely resolution

  • Ability to creatively and proactively problem solve.

  • Ability to carry out complex tasks with many concrete and abstract variables.

  • Must be comfortable with internet based programs as well as knowledge of Microsoft office products. Knowledge of Sagitta/ImageRight preferred, but not required.

  • Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.

  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.

  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

Job ID:

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Technical Resource Associate Select Commercial Lines


Posted 4 months ago

VIEW JOBS 7/9/2019 12:00:00 AM 2019-10-07T00:00 General Description: This role will have two primary responsibilities. The first will be to provide support to the Select Commercial Lines Producers by completing technical resource related tasks required to secure new business. Additionally, the position will be responsible for assisting the Select Marketing Specialist with the marketing/placement of new business (small business) with partner insurance carriers. Responsibilities: * Assist the Regional Marketing Specialist to review, input, submit, and accurately document New Business Submissions in agency management systems * Assist the Regional Marketing Specialist to quote online via carrier rating tools, or submit to underwriter * Complete Workers' Compensation Experience Modification Analyses in Mod Master or other similar resource * Complete Property Valuation Reports via Marshall and Swift or other similar resource. * · Assist the Regional Marketing Specialist to complete marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination * Required to perform essential functions; meeting service standards and best practices developed by USI * Knowledge, Skills and Abilities: * Ability to work in a fast-paced environment with minimal instruction, strong business acumen, and a high degree of frequency * Sales driven and solution oriented to help meet production and growth goals * Ability to creatively and proactively problem solve and negotiate * Sets priorities and manages workflow to ensure efficient, timely, and accurate work * Minimum of 3-5 years' experience in Commercial Property & Casualty; a comprehensive understanding of all Property & Casualty insurance coverages, placement, underwriting and rating concepts * Knowledge of agency management system, workflow procedures, underwriting, sales and service processes * Knowledge of insurance carrier systems for submission and quoting * Knowledge of Workers' Compensation Experience Modification Analysis Tools and Property Valuation Tools, not necessary but a plus * Proficient in Word and Excel * Strong written, oral and interpersonal communication skills * Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe * Maintain a cordial and effective relationship with production team, co-workers, carriers, vendors, and other business contacts; ability to work in a team environment * Effective interactions/communications with others; cooperating purposefully and providing information, guidance, as needed, to achieve the business goals of USI Job ID: 18781 USI Norfolk VA

Commercial Lines Select Manager