What are the responsibilities and job description for the Unit Manager - Commercial Captive position at allianthcm?
SUMMARY
Responsible for primary leadership and management of service staff. In addition, may perform Account Manager or Account Executive responsibilities as applicable.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Participates with Producer and operations and/or staff manager in planning unit goals and objectives;
Ensures that work assignments delegated to staff are aligned with unit goals and objectives;
Manages staff including; motivating/mentoring staff, providing employee training and development, conducting performance reviews and performing disciplinary action as appropriate;
Recommends personnel/staffing needs to operations and/or staff manager;
Selects candidates, conducts interviews and recommends candidate hires to operations and/or staff manager;
Coordinates new hire on-boarding with Human Resources department;
Manages unit schedule, receives and approves timecards and time off requests;
Reviews and pre-approves Professional Development requests; forwards to operations and/or staff manager for final approval;
Develops strong working relationships with staff and Producers;
Gathers new and lost business reports
Prepares reports including expiration and policy status reports for team;
Encourages and facilitates carrier and/or brokerage relations including carrier promotions, products knowledge and systems usage and/or training;
Coordinates dead file assignments;
Maintains regular communication with Staff Manager and Operations Manager
Attends company sponsored training and development programs as mandated
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS EDUCATION / EXPERIENCE
Associate's Degree or equivalent combination of education and experience
Seven (8) or more years of related experience
Valid insurance license
SKILLS
Excellent verbal and written communication skills
Good leadership, problem solving and time management skills
Good planning, organizational and prioritization skills
Ability and motivation to work independently
Ability to interface with executives – internal and external
Proficient in Microsoft Office products
#LI- AM1
Salary : $92,500 - $120,000
