Vice President - Team Lead

Associated Agencies Inc; Cincinnati (OH); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work schedule

#Li-hybrid

Job summary

Associated Agencies Inc. seeks a Vice President, Team Lead for its Commercial Lines group in Cincinnati. You will manage a mid-to-large book as the primary client contact and lead a team of Account Managers and CSRs.

Hybrid work schedule is offered. The ideal candidate has 10+ years in Commercial Lines as a Senior Account Manager or Account Executive, with Middle Market experience, and strong skills in client relationships and Applied Systems Epic.

Qualifications

• Resident P&C Producer License.
• 10+ years in Senior Account Management / Account Executive in Commercial Lines.
• Middle Market experience.
• Contract and lease review experience.
• Strong written and verbal communication skills.
• Proficiency with Applied Systems Epic.
• Knowledge of insurance carrier appetite and underwriting guidelines.

Responsibilities

• Manage a mid-to-large book as principal client contact and lead a team of Account Managers and CSRs.
• Market new business and renewals; document activities and submissions.
• Ensure client requirements are met; attend review meetings as needed.
• Coordinate with producers, Account Managers and CSRs to service accounts; prepare proposals and endorsements.
• Attend meetings to assist producers in closing new business opportunities.
• Document conversations with clients and carriers; update systems.
• Develop new business from existing accounts and pursue cross-selling opportunities.
• Supervise team to meet SLA and coach staff; participate in improvement committees.

Skills

Commercial Lines

Senior Account Manager

Account Executive

Team Leadership

Client Communication

Middle Market Experience

Cross-selling

Relationship Management

Tools

Applied Systems Epic

Microsoft Office

Job description

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.

Team Lead

• 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.

Portfolio Management

• 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 ExperienceWorking 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

Associated Benefits

• Hybrid work schedule
• #Li-hybrid