What are the responsibilities and job description for the Personal Lines Insurance Department Manager position at The Agency?
Our client is a well-established, independent insurance agency committed to delivering exceptional service and personalized coverage solutions. With a strong reputation for integrity and client satisfaction, the agency is looking to bring on a Personal Lines Insurance Department Manager to lead and support their high-performing team.
Position Overview
We’re seeking an experienced and strategic Personal Lines Department Manager to oversee the daily operations of a 10-person team. In this leadership role, you will be responsible for driving team performance, maintaining workflow efficiency, ensuring client satisfaction, and contributing to departmental growth. This is an excellent opportunity for a hands-on manager who thrives in a collaborative, service-driven environment.
Team Leadership & Development
- Supervise, mentor, and support a team of 10 composed of Account Managers, and support staff.
- Conduct regular performance reviews, coaching sessions, and team meetings to maintain a high standard of service.
- Identify training needs and coordinate ongoing education to ensure staff are current on industry trends, carrier updates, and compliance standards.
- Promote a positive, accountable, and results-oriented team culture.
Operational Oversight
- Manage departmental workflows to ensure timely and accurate processing of quotes, renewals, endorsements, and customer service requests.
- Monitor workload distribution and identify opportunities for operational improvements.
- Establish and track performance metrics and KPIs aligned with agency goals.
- Collaborate with leadership to implement best practices and optimize systems and procedures.
Client Service & Retention
- Oversee quality assurance across the department to ensure excellent customer service and adherence to agency standards.
- Support the resolution of escalated client issues with professionalism and efficiency.
- Collaborate with producers and senior leadership to strengthen client retention strategies and identify cross-sell opportunities.
Technology & Compliance
- Ensure the effective use of agency management systems (e.g., Applied Epic, HawkSoft, AMS360, or similar) across the department.
- Maintain compliance with industry regulations, carrier guidelines, and internal policies.
- Participate in audits, reporting, and other regulatory functions as needed.
Qualifications & Requirements
- Experience: Minimum of 5 years in personal lines insurance, with at least 2 years in a supervisory or managerial role.
- Licensing: Active Florida Insurance License.
- Skills: Strong leadership, communication, problem-solving, and organizational abilities.
- Tech Savvy: Proficiency with agency management systems and Microsoft Office Suite.
- Mindset: Client-first attitude with a passion for mentoring and team success.
Compensation & Benefits
- Salary: Competitive, commensurate with experience.
- Incentives: Performance-based bonuses.
- Benefits: Comprehensive health, dental, and vision coverage.
Salary : $100,000 - $160,000
