Service Leader - Personal Lines

Relation Insurance Services; Hilton Head Island (SC); Presencial; USD 66.000 - 125.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K

Paid time off

Health and wellness program

Career advancement

Descripción de la vacante

Relation Insurance is seeking a Personal Lines Service Leader for its Small Business Unit in the United States. The role leads the department, mentors staff, and coordinates with other teams to address client needs.

You’ll drive performance reviews, training, and hiring, while leveraging EPIC and AMS360 to maintain service quality and efficiency. A strong background in personal lines, leadership skills, and a valid P&C license are essential.

Formación

• Must have Property and Casualty license from state of domicile and preferably insurance designations (CISR, CIC, CPCU).
• High school diploma or equivalent required; four-year degree preferred.
• Minimum 8 years of account management experience in personal lines of coverage.

Responsabilidades

• Oversee department, mentor and resource for the team.
• Lead team meetings and 1:1s for development and goal alignment.
• Coordinate with Team Advocates, Account Managers, and Client Service staff.
• Conduct annual performance reviews and provide ongoing feedback.
• Participate in hiring and onboarding processes; coordinate training and risk control.
• Train staff on duties, expectations, standards and policies; audit compliance.
• Partner with Service Team Leadership and HR on performance concerns.
• Provide guidance on coverage questions and carrier/underwriter relationships.
• Assist with cross-sell opportunities and client retention initiatives.
• Ensure timelines and metrics are met; stay updated on industry changes.
• Adopt proprietary AI solutions to improve client service.

Conocimientos

Leadership

Team management

PowerPoint

Presentation skills

Excel

Word

Microsoft Office

Communication skills

Insurance knowledge

Educación

Property and Casualty License

High school diploma or equivalent

Bachelor’s degree (preferred)

Herramientas

EPIC

AMS360

Microsoft Office

Descripción del empleo

Who We Are

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

Who We Are

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

What We're Looking For

The Personal Lines Service Leader, Small Business Unit oversees the department and serves as the direct liaison to the Commercial Lines - Small Business Unit Leadership team. The Service Leader develops and trains the Team Advocates, Account Managers and Client Service staff, addresses escalated client issues, and provides performance coaching to team members.

A GLIMPSE INTO YOUR DAY

• Supervises the department, serving as a mentor and resource.
• Leads team meetings and regular 1:1s for development and goal alignment.
• Works closely with the Team Advocates, meeting with them on a regular basis to give and receive feedback and needed information.
• Conducts annual performance reviews, goal setting and provides continuous feedback to team members.
• Participates in the hiring and interview process and provides recommendations for new hires. Coordinates internal resources, including training, broking, and risk control.
• Trains team members on duties, expectations, standards, and policies. Audits and reviews these areas regularly as set by service standards; identifies/coordinates additional employee training as needed.
• Immediately and effectively partners with Service Team Leadership and Human Resources to address and resolve performance concerns.
• Provides feedback to service team leadership about service structure to improve performance and productivity.
• Reviews and approves time and attendance entries.
• Acts as a secondary contact for carriers and underwriters, addressing coverage questions and providing guidance.
• Occasionally assists in account maintenance and resolves escalated client service issues promptly.
• Assists team with cross-sell opportunities in line with client retention.
• Ensures internal timelines and metrics are met.
• Stays updated on industry information, new products, legislation, coverage, and technology, and shares this with the department.
• Recommends and implements process improvements.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
• Performs other projects, duties, and tasks, as assigned.
  

What Success Looks Like In This Role

• A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals that have insurance designations (e.g., CISR, CIC, CPCU).
• High school diploma or equivalent required. Four-year degree preferred.
• A minimum of 8 years' account management experience in the insurance industry with a focus on personal lines of coverage is required.
• Experience using EPIC and AMS360 strongly preferred.
• Demonstrated leadership and team management skills.
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of advanced personal lines of coverage with the ability to advise clients concerning their complex insurance needs.
• Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.
• Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation.

WHY CHOOSE RELATION?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

Note:

The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

$66,000.00 - $125,000.00