We have other current jobs related to this field that you can find below

  • Insurance Client Service Team Lead

    3 months ago

    Salt Lake City, United States The Buckner Company Full time

    Job DescriptionJob DescriptionPosition SummaryThis is a hybrid role that serves as a front-line manager for a team of direct reports and also has the primary responsibility to service a book of business. Time split between servicing your book and managing your team should be around 50/50. This may not be possible on any given day or week, but in the...

  • HVAC Commercial Service Manager

    3 days ago

    Salt Lake City, United States Commercial Mechanical Inc Full time

    Commercial Mechanical, an established and respected HVAC Service Contractor is looking for an experienced Commercial HVAC Service Manager to join our Salt Lake City team. This is a career position with full benefits and a retirement package. The Service Manager will manage the commercial HVAC service operations of the company. This includes overseeing the...

  • Team Lead for Insurance Service Operations

    4 days ago

    Oklahoma City, Oklahoma, United States National General Insurance Full time

    Position OverviewThe role of the Insurance Servicing Associate Team Lead I involves providing essential leadership and oversight to the insurance operations team. This includes effectively delegating tasks, managing team performance, and collaborating with management to ensure that quality and productivity benchmarks are met.Key Responsibilities1. Utilize...

  • Commercial Underwriter

    2 months ago

    Salt Lake City, United States WCF Insurance Full time

    Position WCF is an A Rated insurance carrier that is growing in the western U.S. and is looking for an applicant that wants to join a company with a great culture, competitive pay, and outstanding benefits. The underwriting department has an immediate opening for someone who can demonstrate the WCF values to join their team as a full-time Commercial...

  • Insurance Service Account Manager- Commercial

    3 months ago

    Lake Oswego, United States Oak Tree Insurance Full time

    Job DescriptionJob DescriptionJoin us!For more than 30 years, Oak Tree Insurance has been an eliteinsurance broker in Oregon. Oak Tree Insurance is a full-serviceagency, writing coverage across the Pacific Northwest and neighboringstates. Our team provides quality service to our clients and we work heavily on a referral basis.Our culture- We do not work off...

  • Commercial Insurance Client Manager

    4 days ago

    Oklahoma City, Oklahoma, United States Financial Risk Solutions Full time

    Position OverviewAt Financial Risk Solutions, we are committed to delivering outstanding service and support to our clientele. As the Commercial Insurance Client Manager, you will be instrumental in ensuring our clients receive tailored insurance solutions that meet their specific requirements.We value the significance of personal connections and the...

  • Client Services Representative

    4 days ago

    Salt Lake, Utah, United States Central Insurance Full time

    Client Services RepresentativeAt Central Insurance, we take immense pride in our commitment to service excellence. Our approach to customer service is rooted in genuine care and understanding, ensuring that every interaction is an opportunity to make a positive impact.As a member of our Customer Services Department, you will play a crucial role in fulfilling...

  • Commercial Insurance Account Executive

    4 days ago

    Salt Lake, Utah, United States APR Full time

    Are you a seasoned insurance expert seeking a fresh challenge? Join our esteemed Independent Agency as a Commercial Lines Account Manager. In this pivotal role, you will oversee a varied portfolio of business accounts while fostering robust relationships with clients and insurance providers. If you possess a P&C License and have in-depth knowledge of...

  • Insurance Client Service Specialist

    4 days ago

    Lake Forest, California, United States Dinjob Full time

    Join our dynamic and expanding family-owned Independent Insurance Agency, where we are on a mission to transform the insurance experience for our clients. We are seeking a dedicated individual to become a vital part of our exceptional team. This role is not merely a job; it is an opportunity to make a meaningful impact.Key Responsibilities:Oversee the...

  • New Business Marketing Specialist Team Lead

    4 days ago

    City of Daşşak, United States USI Insurance Services Full time

    Position OverviewRole: Regional Marketing Specialist LeadCompany: USI Insurance ServicesLocation: Midatlantic region (DE, MD, DC, PA, WV or VA)Key Responsibilities: Oversee the operational functions of the New Business Marketing Specialist team Promote potential client accounts to insurance carrier partners Assist commercial lines sales representatives...

  • Insurance Account Manager

    1 week ago

    Lake Havasu City, United States Fiscus Commercial Insurance Services, Inc Full time $60,000 - $90,000

    Job DescriptionJob DescriptionAn energetic and upbeat insurance agency is looking for a diligent and hardworking self-starter who wants to be part of a growing team. The position includes general customer service and management of client’s insurance policies and risk profiles. Qualifications:  · Experience in professional office· Strong Customer...

  • Client Support Representative

    4 days ago

    Salt Lake, Utah, United States Central Mutual Insurance Company Full time

    Customer Service SpecialistAt Central Mutual Insurance Company, we pride ourselves on our commitment to outstanding client support and fostering innovation within the insurance sector. Our foundational principles of Integrity, Relationships, and Excellence drive our mission as we empower our team members to shine in their roles.Position Overview:Handle a...

  • New Business Marketing Team Lead

    4 days ago

    City of Daşşak, United States USI Insurance Services Full time

    Position OverviewRole: Regional Marketing SpecialistCompany: USI Insurance ServicesLocation: Midatlantic region (DE, MD, DC, PA, WV or VA)Key Responsibilities: Oversee the operational functions of the New Business Marketing Specialist team Promote potential client accounts to insurance carrier partners Assist commercial lines sales representatives Provide...

  • Commercial HVAC Service Technician

    3 days ago

    Salt Lake, Utah, United States EMCOR Government Services Full time

    Position Overview:EMCOR Government Services is seeking a dedicated Commercial HVAC Service Technician to support our operations. We are a leading provider of HVAC and plumbing solutions, committed to delivering exceptional service and quality.About Us:As a prominent contractor in the HVAC and plumbing industry, we pride ourselves on our extensive experience...

  • New Business Marketing Specialist Team Lead

    4 days ago

    City of Daşşak, United States USI Insurance Services Full time

    Position OverviewCompany: USI Insurance ServicesLocation: Midatlantic region (DE, MD, DC, PA, WV or VA)Key Responsibilities: Oversee the daily operations of the New Business Marketing Specialist team Engage with potential client accounts and present to carrier partners Assist commercial lines sales representatives Analyze marketing data and negotiate...

  • New Business Marketing Specialist Team Lead

    4 days ago

    City of Daşşak, United States USI Insurance Services Full time

    Position OverviewRole: Regional Marketing SpecialistCompany: USI Insurance ServicesLocation: Midatlantic region (DE, MD, DC, PA, WV or VA)Key Responsibilities: Oversee the operational functions of the New Business Marketing Specialist team Promote potential client accounts to insurance carrier partners Assist commercial lines sales representatives Provide...

  • New Business Marketing Specialist Team Lead

    4 days ago

    City of Daşşak, United States USI Insurance Services Full time

    Position OverviewRole: Regional Marketing SpecialistCompany: USI Insurance ServicesLocation: Midatlantic region (DE, MD, DC, PA, WV or VA)Key Responsibilities: Oversee the operational functions of the New Business Marketing Specialist team Promote potential client accounts to insurance carrier partners Assist commercial lines sales representatives Provide...

  • HVAC Commercial Team Lead/Foreman

    1 month ago

    Kansas City, United States B & C Mechanical Services LLC Full time

    Job DescriptionJob DescriptionB&C Mechanical is growing and needs a new Commercial Foreman/Lead Installer to join our team. If you possess a forward-thinking style of leading and are somewhat competitive, able to see the big picture, have a sense of urgency, and can think about several pieces of the puzzle with solid attention to detail, we should talk. Feel...

  • Diesel Facility Technician

    1 month ago

    Salt Lake City, United States Commercial Trucks Sales and Service Full time

    Job DescriptionJob DescriptionCommercial Trucks, Sales and Service established in 1980 is a leader in Fleet Repair Equipment Maintenance Services. We are expanding our business and looking for Experienced Diesel, Gas, EV Technicians to work in our Salt Lake City Facility.This is a great opportunity to advance and strengthen your career and apply your skills...

  • Diesel Facility Technician

    1 month ago

    Salt Lake City, United States Commercial Trucks Sales and Service Full time

    Job DescriptionJob DescriptionCommercial Trucks, Sales and Service established in 1980 is a leader in Fleet Repair Equipment Maintenance Services. We are expanding our business and looking for Experienced Diesel, Gas, EV Technicians to work in our Salt Lake City Facility.This is a great opportunity to advance and strengthen your career and apply your skills...

Commercial Insurance Client Services Team Lead

2 months ago

Salt Lake City, United States Buckner Full time
Job DescriptionJob DescriptionPosition Title: TEAM LEAD                                        
Classification:  Exempt
Reports To:  COO                              
Hours: Full Time (40 hours/week)  
Location: Salt Lake City (Cottonwood Heights), UT
Compensation: $75k to $90k DOE with benefits

Who We Are + What We Do
Founded in 1936, The Buckner Company is a family-owned, full-service independent Insurance brokerage headquartered in Salt Lake City. What started as a team of three people has grown into one of the largest and fastest growing agencies in the western region with over 200 employees in seven offices. Although much has changed, one thing remains constant: Buckner’s dedication to providing phenomenal service to its clients. In helping customers navigate a stable, competitive, and complex industry, Buckner’s knowledgeable and experienced professionals live by these core values:
  • Placing the people at the heart of every decision
  • Discovering better solutions and making things happen
  • Acting with openness and clarity
  • Collaborating and trusting each other
Why Buckner?
  • A company focuses on work/life balance.
  • PTO, paid holidays, and flex days for when you are not.
  • As stable as they come: The insurance industry is essential to our society and in constant demand. There is work to be done and plenty of it.
  • Company-paid Continued Education: Insurance-related courses, designations, certifications, and licensing are paid for by Buckner.
  • Top Notch 401K and Benefits: An industry-leading 401K policy combined with outstanding healthcare, dental, and vision benefits.
  • Great culture, great people: With a culture centering on collaboration and comradery

A company focuses on work/life balance.
PTO, paid holidays, and flex days for when you are not.
As stable as they come: The insurance industry is essential to our society and in constant demand. There is work to be done and plenty of it.
Company-paid Continued Education: Insurance-related courses, designations, certifications, and licensing are paid for by Buckner.
Top Notch 401K and Benefits: An industry-leading 401K policy combined with outstanding healthcare, dental, and vision benefits.
Great culture, great people: With a culture centering on collaboration and comradery

Position Summary
This is a hybrid role that serves as a front-line manager for a team of direct reports and also has the primary responsibility to service a book of business. Time split between servicing your book and managing your team should be around 50/50. This may not be possible on any given day or week, but in the aggregate, this is the target. Team leader has the ultimate responsibility for the onboarding, training and development of all direct reports. The team leader is not necessarily expected to complete the training and developmental work on their own, but to manage the process and ensure it is done in a timely manner.

Essential Duties and Responsibilities:
Service and manage a book of business:
  • Provide phenomenal service to your clients
  • Service your book in accordance with company standards
  • Build and maintain an excellent working relationship with the producer(s) whose book(s) you manage
  • Build and maintain an excellent working relationship with your clients
  • Build and maintain an excellent working relationship with your underwriters
Training and Development:
  • Ensure that every new hire has a training plan
  • Training plan for new hires with no experience should encompass the first 4 weeks of employment and should be completed before the employee’s start date
  • Training plan for new hires with experience should be tailored to meet the needs of the team and the skills of the new hire
  • Execute on training plan and modify as needed during the training period
  • Meet with each direct report at least semi-annually to discuss training, development and performance
  • Ensure every direct report has an actionable training or development plan that is appropriate to their knowledge, skill set and tenure
Management:
  • Establish and maintain rapport with direct reports
  • Have an ownership stake in the morale of your team and work to reduce employee turnover
  • Collaborate with other team leads to streamline and improve workflows, increase efficiency or to share/gain beneficial knowledge and insights
  • Recognize and reward direct reports for exception work, service or results
  • Handle employee performance issues as needed (warnings, write ups, PIPs, etc.)
  • Support your direct reports as they seek to increase their industry knowledge via CE, designations, licensing or certifications
  • Ensure direct reports perform in accordance with company standards
  • Professionalism
  • Workflow compliance
  • Provide actionable feedback to your direct reports on a regular basis
Administrative:
  • Attend and participate in team leader meetings
  • Attend in-office carrier meetings as often as possible
  • Manage workloads of direct reports, rebalance as needed
  • Ensure team is appropriately staffed
  • Have final say on new hires that will report to you
  • Manage PTO requests
  • Load share with other team when excess capacity exists
  • Request new openings from HR once the need has been established
  • Seek to improve the Buckner culture and work environment by the example you set, the people you hire and the behaviors you support

Qualifications:
Education and Experience:
  • 5+ years of insurance industry experience
  • CISR, CIC and other industry specific designations
  • Active P&C producer’s license
  • Demonstrated ability to think critically and lead effectively

Required Job Skills:                                   
  • Excellent communication skills, including listening, speaking and writing
  • Exceptional interpersonal skills: professional, personable and able to interact effectively with others and to respond appropriately in stressful situation and under deadlines.
  • Ability to work well with others in a team environment
  • Strong analytical and problem-solving skills
  • Computer literacy for correspondence, data entry, e-mail, Internet, spreadsheets and accessing data from company systems.
  • Dependability and promptness
  • Good organizational and time-management skills

Physical:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
 

Powered by JazzHR

lRmKwMzZYd