What are the responsibilities and job description for the Commercial Lines Small Business Unit (SBU) Manager position at Dillingham Insurance?
Operational Management
- Manage the day-to-day needs of the Commercial Lines Small Business Unit, including workload balancing, account assignments, and workflow improvements.
- Onboard and mentor team members.
- Monitor and audit compliance workflows and processes to reduce E&O exposures.
- Coordinate department and one-on-one meetings, fostering effective communication within the team.
Team Performance and Accountability:
o Ensure timely renewals and meet quarterly account rounding objectives by holding the team accountable.
o Provide prompt and accurate feedback to client and team member inquiries.
o Manage at least one employee on a rotating basis, ensuring their development and success.
Customer Service:
o Build strong, positive relationships with clients, preferred carriers, and coworkers.
o Customize insurance programs to suit individual customer needs, covering various risks.
o Contribute to agency growth by cross-selling and upselling within the existing book of business.
Underwriting and Policy Management:
o Analyze insurance programs, suggest changes, and calculate premiums.
o Work with underwriters and submit necessary forms to obtain coverage.
o Ensure policy requirements are fulfilled and assist clients with claims when necessary.
Business Development and Strategy:
o Focus on growth strategies with preferred carriers and contribute to key business outcomes.
o Develop marketing strategies to compete with other insurance providers.
o Stay updated on industry trends and attend meetings and programs to enhance skills and knowledge.
Record-Keeping and Administration:
- Maintain accurate records, handle policy renewals, and process necessary documentation.
- Prepare summaries of insurance and proposals accurately and efficiently.
- Perform additional account manager-related tasks and duties as required.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
