Vice President Team Lead

Associated Insurance and Risk Management Advisors; Cincinnati (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

Associated Insurance and Risk Management Advisors is seeking a Vice President, Team Lead for our Commercial Lines group. You will manage a mid-to-large book as the primary client contact and lead a team of Account Managers and CSRs with a focus on service quality and growth.

The ideal candidate has 10+ years in Commercial Lines as a Senior Account Manager or Account Executive, plus strong leadership and collaboration with producers to win business and ensure client objectives are met.

Qualifications

• Resident P&C Producer License is required.
• Middle Market experience is required.
• 10+ years in Senior Account Management / Account Executive roles.
• Contract and Lease review experience.
• Proficiency with Applied Systems Epic.
• Knowledge of insurance carrier appetite and underwriting guidelines.
• Strong written and verbal communication skills.
• Working knowledge of Outlook, Excel and PowerPoint.

Responsibilities

• Lead a mid-to-large commercial lines book and supervise Account Managers and CSRs.
• Collaborate with producers on marketing new business and renewals and document actions.
• Analyze client objectives and compare plans for suitability.
• Manage client accounts including renewals, submissions, markets, and endorsements.
• Attend meetings in person or remotely to support closing new business.
• Document client conversations and update management systems.
• Serve as liaison between clients and carriers to resolve service issues.
• Develop new business from existing accounts and pursue cross-selling.
• Ensure team meets Service Level Agreements and follows policy standards.
• Coach and mentor team members; identify training needs and drive development.

Skills

Leadership

Communication skills

Team management

Client relations

Education

P&C Producer License

Tools

Applied Systems Epic

Microsoft Office

Job description

Associated is one of the top privately held insurance and risk management firms in the country. We assist businesses and individuals with their insurance needs, including property, casualty, and employee benefits, and more. Founded in 1890, our longevity in the industry provides unparalleled expertise and longstanding relationships with leading insurance carriers.

We're Seeking a Vice President, Team Lead for our Commercial Lines group. You'll manage a mid-to-large book as the primary contact for your clients, and lead a team of Account Managers and CSRs. We're looking for 10+ years in Commercial Lines as a Senior Account Manager or Account Executive.

Account Management

• Make major decisions collaboratively in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly.
• Acquire understanding of clients’ insurance objectives and analyzes and compare insurance plans to determine suitability.
• Liaise with clients to ensure their requirements are met, attending review meetings where appropriate. Ensure procedures are followed to maintain a high quality of client service.
• Review and service client accounts through working with Producer, Account Manager and CSRs in obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
• Occasionally join meetings in person or remote to assist producers in closing new business opportunities. May also be asked to present proposal independent of producer.
• Appropriately document conversations with clients and carrier representatives and update all Associated management systems when necessary.
• Act as a liaison between clients and insurance carriers to resolve any client service issues.
• Develop new business from existing accounts and contribute to departmental production goals. Identify and follow-up on cross selling opportunities when appropriate.
• Supervision of team members to ensure Service Level Agreements are complied with.
• Ensure team has knowledge of Service Standards and Policy Coverage.
• Provide coaching and mentoring to account managers and client service representatives on your team.
• Identify training needs and facilitate development of team in accordance with Associated Learning & Development Prospectus.
• Timely completion of employee review process.
• Actively participate in Associated improvement committees.
• Liaise with clients to ensure their requirements are met, attending review meetings where appropriate. Ensure procedures are followed to maintain a high quality of client service.
• Respond promptly to complaints when required.
• Complete regular quality assurance checks of your team’s work to ensure minimum standards are being met.
• Collaborate with Director of Client Experience on process standards and capacity reviews.
• Handle your own book of business and oversee books of business handled by direct reports.

Requirements

• Resident P&C Producer License
• Middle Market Experience
• Private Equity expertise preferred not required
• At least 10+ years of experience and demonstrated proficiency in a Senior Account Management / Account Executive role in required lines
• Contract and Lease Review Experience
• Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
• Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions.
• Demonstrated proficiency with Applied Systems Epic
• Demonstrated knowledge of insurance carrier appetite and underwriting guidelines