Commercial Lines Department Manager

Job Description

An established insurance company is seeking a skilled and experienced Commercial Lines Department Manager to lead our commercial lines team. The primary responsibility of this position is to oversee the commercial lines department, ensuring all policies are managed effectively and that our clients receive the highest level of service, driving long-term client satisfaction and retention. The company is looking for a proactive leader who understands the importance of self-management, meeting deadlines, adhering to policies, taking initiative, and being flexible to the ever-changing demands of the insurance industry.

Responsibilities:

• Department Leadership:
  • Manage and oversee all operations within the Commercial Lines department.
  • Lead and supervise the commercial lines team, providing guidance, training, and support.
  • Spearhead and execute account assignments.
• Policy Management:
  • Ensure 100% of all assigned policies are issued with proper coverage.
  • Oversee the renewal process, ensuring 100% of renewals are bound/active prior to expiration.
  • Handle endorsements and policy changes by insured request.
  • Ensure all policies are in compliance with regulatory and company requirements.
• Customer Support and Relationship Management:
  • Provide a high level of customer support to clients.
  • Develop and maintain strong relationships with clients and key stakeholders to drive client retention and satisfaction.
  • Step in to mediate client complaints when necessary, ensuring appropriate resolution to client satisfaction.
  • Respond to all customer communication within one (1) business day.
• Administrative Tasks:
  • Follow appropriate billing procedures for policies.
  • Send all invoices to Accounting for processing within one business day of receipt.
  • Forward all notices of cancellation and loss control recommendations to the Service Team within one business day of receipt.
  • Maintain up-to-date status for all Epic accounts, activities, and policies.
  • Enter information in Epic in a manner that guarantees clarity for individuals unfamiliar with the account.
  • Maintain confidentiality at all times.
• Training and Development:
  • Provide tools and templates to enhance communication with underwriters and insureds.
  • Offer training to team members in utilizing Epic and carrier portals, as well as addressing miscellaneous inquiries.
  • Participate in training and development activities to stay current on insurance products, technologies, and best practices as required by state licensing requirements and Agency guidelines.
  • Conduct quarterly employee evaluations to provide information on individual employees’ work.
• Strategic Planning and Reporting:
  • Conduct weekly meetings with each account manager to review upcoming renewals within the next 45/60 days and verify adherence to the timeline.
  • Consult with the President on best courses of action and inform them of any lingering client concerns.
  • Perform other duties and tasks as assigned by the President or Department Manager.

Requirements:

• Professional communication, organization, and writing skills.
• Strong leadership and team management skills.
• Ability to work independently and in a team environment.
• Willingness to learn and ask for help as needed.
• A growth mindset.
• Solid background in using Applied Epic (preferred), Excel, and Microsoft Word.
• Experience in quoting and marketing new and existing commercial accounts is preferred.
• Proficiency in completing applications, determining proper coverage, and carrier placement is preferred.
• High School Degree or equivalent combination of education and experience.
• 4-6 years of Commercial Lines Account Management experience preferred.
• Property and Casualty License preferred; not required but must be willing to obtain.