Insurance Team Lead

3 weeks ago


Tracy, California, United States Jobot Full time

Job Summary:

We are seeking a dynamic and experienced People Leader to oversee and guide our Personal Lines team at Jobot. As a key member of our team, you will be responsible for driving team performance, ensuring exceptional client service, and leading the strategic growth of personal insurance portfolios.

Key Responsibilities:

  • Lead, mentor, and develop a high-performing team of personal lines account managers, sales agents, and support staff.
  • Conduct regular coaching, performance evaluations, and training to ensure the team meets and exceeds individual and collective goals.
  • Ensure the delivery of exceptional customer service to clients, addressing complex inquiries, escalations, and policy servicing.
  • Oversee the management of personal lines accounts, including auto, homeowners, renters, and umbrella policies, to ensure accuracy and prompt handling.
  • Manage the team's workload distribution and prioritize tasks to ensure timely policy renewals, endorsements, claims handling, and other service requests.
  • Collaborate with the sales team to identify cross-selling and upselling opportunities, driving revenue growth in the personal lines portfolio.

Compliance & Risk Management:

Ensure all personal lines policies and procedures comply with regulatory standards and company guidelines. Identify and mitigate potential risks to clients and the business by maintaining a strong focus on underwriting guidelines and risk assessment.

Requirements:

  • Proven experience in personal lines insurance, with a strong understanding of various products and services (home, auto, renters, etc.).
  • 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.
  • Experience in managing high-net-worth personal lines clients a plus.


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