Personal Lines Team Lead

Description

PURPOSE: 

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

This opportunity as a Personal Lines Team Lead within the Shepherd family, in addition to your primary role as an Account Manager, you will provide support, motivation and collaboration to the Personal Lines Account Managers in designated locations. You will also provide support in implementation of strategic initiatives. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.

RESPONSIBILITIES: 

· Provide feedback on agency efficiency and procedures and assist in process improvement efforts.

· Provide feedback to the Regional Manager on performance and training needs of Account Managers and Coordinators in designated offices.

· Assist in supervision of Personal Lines Account Managers and Account Coordinators in several office locations

· Collaborate with Regional Personal Lines Manager and adhere to necessary modifications to agency standards. 

· Maintain relationships between carriers, contracts and sales initiatives.

· Share technical expertise and provide training to the personal lines support staff as needed.

· Ensure high levels of customer satisfaction and customer service on their assigned book of clients.

· Support full utilization insurance agency management system (AMS360/ImageRight).

· Stay informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques.

· Perform other related duties as assigned.

Requirements

· Experience: Five (5) years’ experience in personal lines operations and/or sales with a multi-line insurance agency or brokerage operation.

· High school diploma or equivalent (GED) is required. College degree or relevant work experience, preferred.

· Required state licensing certification. 

· Strong understanding of personal lines insurance coverages, forms, procedures, and policy rating systems.

· Professional designation is a plus.

· Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system (AMS 360 is preferred). 

· Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact, and diplomacy.

· Must be able to interact and communicate with individuals at all levels of the organization. 

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position. 

AMERICANS WITH DISABILITY SPECIFICATIONS 

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment 

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.