Personal Lines Team Lead

Title:  Personal Lines Team Lead

FLSA Status:  Exempt

Shift: 1st

Reports to:  President

Department:  Management

Employment Status: Full-Time

Supervisory Responsibilities:  Yes

Date Created/Last Evaluated: May 2023

Summary

This position is responsible for ensuring department operations run smoothly. Primarily assisting department team members in maximizing their levels of customer service delivery. The Personal Team Lead will spend their time on 50% leadership tasks, 50% client management

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Minimum Qualifications

• Minimum of 6 years education or related experience in insurance, claims, etc.
• Current applicable NC Department of Insurance P&C Insurance License
• Familiarity with company policies and legal guidelines of the insurance industry

Knowledge, Skills, and Abilities

• Proven leadership abilities, advanced skills in management, communication, and organization
• Sound judgement and effective interpersonal communication skills
• Excellent problem solving and follow-through skills
• Have strong internal and external client focused behavior
• High energy, friendly and an outgoing personality
• Must be able to lead, coach and guide the staff in workflow procedures.
• Must be proficient in English grammar, spelling, and punctuation
• Must have great attention to detail and have demonstrated organizational skills
• Must be proficient in all MS Office software applications
• Ability to multi-task in a fast-paced environment
• Exhibit initiative, responsibility, flexibility, and problem-solving skills
• Ability to serve as a client manager

Supervisory Responsibilities

Provides supervision, support, and guidance to the department this role oversees.

Essential Functions

• Coordinates work schedules of team members; monitors flexible work schedules, PTO, and proper coverage of department workstations
• Develops, maintains, and monitors up-to-date workflows and ensures that employees understand their duties and delegated tasks
• Transmits information from carrier reps and help train on new products and procedures
• Maintains accurate information for clients and carrier in Epic
• Hires and trains new employees and retrains existing employees as needed
• Maximizes level of customer service across entire department
• Sets goals for performance and deadlines in ways that comply with company’s plans and vision and communicate them to subordinates
• Monitors employee productivity and provide constructive feedback and coaching
• Receives complaints and resolves problems internally and externally
• Prepares and submits performance reports
• Maintains timekeeping of applicable employees
• Performs all other functions of a client manager
• Completes other assignments and special projects as assigned by management
• Participates in employee discipline, write-ups, and terminations
• Works closely with other departments to maximize efficiencies and increase client satisfaction
• Maintain and develop relationships with carriers and organize monthly educational presentations

Physical Demands

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is frequently required to stand, bend, stretch, and walk. Vision requirements include reading a computer monitor, peripheral vision, and the ability to look from screen to objects on desk to visitors walking in the door. Color vision needed. The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.

Work Environment

Work is frequently performed inside a temperature-controlled office building. Level of noise varies in this fast-paced, busy work environment.

Travel

Some local travel may be required.