Personal Lines Manager

5 days ago

Albany, NY, United States Broadview Federal Credit Union Full time

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place

Summary of Role:

The Personal Lines Manager assists the agency in the planning, organizing, staffing, sales and service activities of the agency while auditing and implementing service standards. The position is responsible for managing prompt, accurate, courteous service to customers while making sure employees are meeting all sales and service deadlines and expectations.

Essential Job Functions/Responsibilities:

  • Assist in promoting worksite payroll deduction programs

  • Provide sales coaching and feedback to personal lines representatives

  • Audit workflow of personal lines representatives for compliance with sales and service best practices

  • Assist in achieving or exceeding individual sales objectives

  • Implement agency policy as established

  • Ensure high levels of customer satisfaction and customer service by improving ongoing service delivery methods

  • Provide agency efficiency through process improvement efforts

  • Offer continuing service and advice to personal lines clients when escalated

  • Offer technical expertise to personal lines staff

  • Develop, implement, and monitor the training of the personal lines staff

  • Assist Vice President with the review of employee performance

  • Assist in the development of strategies to accomplish and support the personal lines department's business plan objectives

  • Assist in carrying out the personal lines department's action plan

  • Support full utilization of automation system

  • Stay informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques

  • Travel to branch locations as needed for training and other purposes

  • Represent The Agency at events during or outside of normal business hours

  • Other duties as needed

Minimum Job Qualifications:

  • High School Diploma or General Equivalency Diploma (G.E.D.)

  • 2 Years insurance management experience

  • Familiarity with insurance operations with a thorough understanding of Applied Epic Management System

  • Ability to effectively, accurately and succinctly communicate topics related to insurance and to have basic knowledge of other areas of the Broadview Insurance Agency. Must possess ability to analyze, comprehend and then communicate information relative to the Broadview Insurance Agency products and services. Must also be able to write effective business letters and have strong verbal sales skills.

  • Must maintain a NYS Insurance Agents and Brokers Insurance license

  • Must be eligible for bonding

  • Must be detail oriented, self-confident and self-starter

Starting Compensation: $65,990-$80,838 annually, plus a competitive benefits package.

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.

Broadview FCU is committed to ensuring individuals with disabilities and/or those whohave special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at talentacquisition@broadviewfcu.com

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