Personal Lines Team Lead

2 weeks ago


Tracy, California, United States Jobot Full time

Job Summary

We are seeking a highly skilled and experienced Insurance Portfolio Manager to lead our Personal Lines team. The successful candidate will have a strong track record of driving team performance and growth.

Key Responsibilities

  • Drive team performance and growth through effective coaching, training, and leadership.
  • Ensure exceptional client service by addressing complex inquiries, escalations, and policy servicing.
  • Oversee the management of personal lines accounts to ensure accuracy and prompt handling.
  • Collaborate with the sales team to identify cross-selling and upselling opportunities.

Requirements

  • Proven experience in personal lines insurance with a strong understanding of various products and services.
  • Minimum of 3-5 years in a leadership or management role within an insurance setting.
  • Strong knowledge of insurance regulations, risk management, and industry trends.
  • Proficiency in EPIC a huge plus.

Benefits

Our company offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.



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