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Personal Insurance Assistant Manager
3 months ago
Are you a seasoned insurance professional with a knack for leadership and a passion for client service? We're looking for a dynamic Personal Insurance Assistant Manager to join our team and take charge of our Hudson, MA branch’s Personal Insurance operations. This is your chance to lead a talented team, drive growth, and make a significant impact on our clients' lives and our agency’s success
Key Responsibilities
- Oversee and guide the Personal Insurance team in Hudson, including account managers, processing and support, ensuring adherence to policies, regulations, and agency culture.
- Lead onboarding and training for new hires, and continuously update staff on coverage changes and procedures.
- Foster a collaborative and positive work environment, addressing performance issues and providing support as needed.
- Manage daily staff activities and schedules including branch location coverage.
- Supervise the EVR room operations.
- Conduct performance appraisals.
- Track and manage new and lost business on a monthly basis, achieving new business goals.
- Oversee Account Managers in selling profitable and high-quality new business.
- Develop and refine standards and procedures to enhance efficiency, service quality, and compliance.
- Assist with underwriting processes and ensure high standards of service.
- Act as the agency’s liaison, solving account-specific issues and nurturing strong relationships with carriers.
- Maintain profitable books of business and assist the Personal Insurance Manager with communication updates from companies.
Knowledge, Skills, and Abilities:
- Strong communication and organizational skills.
- Proficient in agency management systems (e.g., EPIC) and Microsoft Office.
- Deep understanding of insurance workflows, underwriting, and processing.
- Ability to lead, instruct, and support staff effectively.
- Excellent interpersonal skills and relationship-building capabilities.
Experience and Education:
- State Property & Casualty Insurance License required.
- Professional designations (CPCU, CIC) preferred.
- Associate’s or Bachelor’s degree in Business or related field is desirable.
- Minimum of 5 years of experience as an account manager in Personal Insurance.
- At least 3 years of supervisory or managerial experience in an insurance agency preferred.
- Strong background in training and instructing insurance professionals is a plus.
Why Join Us?
- Leadership Opportunity: Step into a role where you can truly make a difference.
- Career Growth: Leverage your expertise and experience in a supportive environment that values your input.
- Impact: Play a crucial role in shaping the future of our Personal Insurance department and our client relationships.
Ready to take the next step in your career? Apply now and become a vital part of our Hudson, MA team