Service Leader - Personal Lines

Relation Insurance Services; Santa Maria (CA); Sur place; USD 66 000 - 125 000; Plein temps

Avantages offerts par ce poste

Competitive pay

401K

Health & wellness programs

Paid time off

Paid holidays

Career advancement

Résumé du poste

Relation Insurance Services seeks a Personal Lines Service Leader to supervise the department, coach staff, and serve as a primary liaison to the Leadership team. You’ll mentor Account Managers and Client Service staff, handle escalated client issues, and drive performance through training and development.

The role emphasizes cross-functional collaboration, regular performance reviews, and the adoption of new technologies, including AI, to deliver best-in-class service and strong client

Qualifications

• 8+ years of account management experience in personal lines.
• License in Personal Lines and/or Property & Casualty is required and must be maintained.
• Proficiency with EPIC and AMS360.
• Strong leadership, analytical, and communication skills.

Responsabilités

• Oversee the Personal Lines department and act as liaison to the Leadership team.
• Lead team meetings and 1:1s for development and goal alignment.
• Collaborate with Team Leaders to provide feedback and information.
• Conduct annual performance reviews and goal setting.
• Participate in hiring and interview processes; coordinate internal resources.
• Train staff on duties, standards, policies and process improvements.
• Address and resolve performance issues with HR involvement.

Connaissances

Leadership

Team management

Analytical skills

Presentation skills

Formation

Personal Lines/Property & Casualty license

CISR/CIC/CPCU designations

Outils

EPIC

AMS360

Description du poste

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.

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 oversees the department and serves as the direct liaison to the Personal Lines Leadership team. The Service Leader develops and trains the Team Leads, 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 Leaders, 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, 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 Personal Lines and/or 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).
• Minimum 8 years’ account management experience in the insurance industry with a focus on personal lines of coverage is required.
• Four-year degree preferred.
• 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