Personal Lines Supervisor, Team Leader

Capstone Search Group, Inc.; Wilmington (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Capstone Search Group is seeking an experienced Personal Lines Supervisor, Team Leader to oversee service processes, client retention, and staff development within an independent Mid-Atlantic insurer.

You will guide daily operations and longer-term strategies for the personal lines division, lead workflow improvements, participate in recruiting and training, and report performance updates to executives and cross-functional partners.

Qualifications

• Independent agency experience with personal lines programs, products, markets, and service processes.
• Prior supervisory/management experience.
• State insurance license.

Responsibilities

• Oversee the performance of the personal lines group, including service processes, client retention, service, and employee development.
• Manage workflow for renewals, new account onboarding, and escalated service issues.
• Recruiting and training, continuing education, career pathing, and establishing performance standards.
• Collaborate with other departments and report updates to executives on team goals and performance.

Skills

Independent agency experience

Supervisory/management experience

Education

State insurance license

Job description

About the Role

An independent insurance agency with significant operations in the Mid-Atlantic seeks an experienced Personal Lines Supervisor, Team Leaderto oversee the performance of the group including service processes, client retention and service, and employee development.

Duties & Responsibilities

A multi-faceted role, you are involved with daily operations and broader strategies to help the personal lines division grow.

• Support teams with workflow management including areas like renewals, new account onboarding, and escalated service issues.related to daily service initiatives
• Troubleshootissues in the agency management system
• Participate in recruiting and hiring as well as new employee training, continuing education, career pathing, and overall employee performance standards
• Liaise with other agency departments, sharing best practices and working on joint initiatives. Report updates to executives on team goals and performance.

Skills & Experience

1. Independent agency experience is required with deep knowledge of personal lines programs, products, markets, and service processes.
2. Prior supervisory/management experience is required.
3. State insurance license.

Tagged as: account manager, agency, auto, casualty, client service, homeowners, insurance, leader, management, marketing, personal lines, property, supervisor, training, workflows