Commercial Lines Manager, Larger Commercial

LEI Cross Financial Corp; Portland (ME); Sur place; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

Community engagement initiatives

Family-owned culture

Résumé du poste

LEI Cross Financial Corp in Portland, Maine is seeking a skilled professional to manage the operational activities of staff and accounts in the commercial segment. The successful candidate will oversee team adherence to the Cross Procedure Manual and ensure quality service delivery.

Responsibilities include coordinating account strategies, conducting performance reviews, and maintaining relationships with carriers. The role demands strong leadership and technical expertise in sales and account management.

Join a family-owned company that values integrity and community engagement, and be part of a culture that gives back.

Qualifications

• Experience in managing operational activities in a team setting.
• Proven ability to lead teams towards achieving performance goals.
• Strong understanding of sales and account management processes.

Responsabilités

• Oversee operational activities of staff and accounts in commercial segments.
• Ensure compliance with the Cross Insurance Procedure Manual.
• Manage account strategies and coordinate team efforts.

Connaissances

Leadership

Technical expertise in sales

Quality management adherence

Account management

Strong communication skills

Description du poste

The Cross Family of Agencies welcomes you. We need your talent and expertise. Responsible for managing the operational activities of staff and accounts in large commercial segment to achieve profitability and ensure consistent standards of sales, service and professionalism as defined by Cross Insurance Procedure Manual and Quality Management standards. This will include establishing and measuring the goals and performance of the unit members, coordinating and managing account strategies as well as promoting and executing department education. Direct Report to Branch Manager.

Key Tasks

• Adhere to and mandate that the team is following the Cross Procedure Manual and Master CL Workflow Manual.
• Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based in the Cross Procedure Manual, Master CL Workflow Manual and QM metrics.
• Maintain quality control of renewal expirations, avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner.
• Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with best practices, review team members open items, workloads and backlog.
• Utilize QM Reports to track and measure individuals’ performance and adherence to Quality Management Audits.
• Assign and track books of business for Account Managers.
• Meet with Producer/AM Teams as needed to review strategies with new & renewal business to ensure tasks and timelines are being met for positive results in retaining and writing accounts.
• Maintain relationships with carriers.
• Work with Producer/AM teams on account retention, ensure adherence to retention goals, achieve agency goals regarding percentage of retained business through proactive measures.
• Coordinate the branch learning plan in conjunction with branch leadership.
• Lead the interviewing, hiring and development of department staff.
• Responsible for the management of department employees through performance reviews, performance improvement plans, organizing coverage for staffing shortages, workload and departmental issues.

Measurement

• Passing Quality Management Audit.
• New business and retention results.
• Quality of carrier relationships.
• Quality and execution of learning plan.

Other duties as assigned.

Family Owned. From starting at the kitchen table of Woodrow Cross to becoming one of the largest insurance providers in New England, we’ve grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks to volunteering at after school programs, we’re proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.