Personal Lines Manager

Job ID
# of Openings
US-NY-White Plains


Job Title: Personal Lines Manager

Department: Personal Lines

Reports To: Sr VP, Personal Lines

FLSA Status: Exempt


Summary Manages a book of business, manages department personnel, meets with insurance company personnel, develops marketing plans for new sales and account rounding.


Essential Duties



Follows company procedures with respect to all essential duties and responsibilities of the job.


Responsible for providing high level support and customer service to the clients and perform the essential functions of a Senior Account Executive


Monitors Personal Lines sales. Provides day to day direction and training to those involved in Personal Lines. Drives efficiencies. Standardizes processes and procedures. Promotes quality improvement initiatives.


Develops best practices and procedures to streamline workflow and allow department to run efficiently.


Reviews and oversees problem clients with personnel.


Monitors workloads of staff; assists when needed.


Meets with Company representatives to discuss underwriting, new products, procedures, production, loss ratios, business plans and book rollovers.


Reviews and manages the use of all available technology for Personal Lines.


Assists with training new employees and development of training procedures.


Promotes account rounding and cross-selling within the department.


Plans and leads department meetings.


Meet clients, both inside and outside the office for personal lines program reviews


Attend insurance company-sponsored sales meetings and events.


Other duties may be assigned.


Supervisory Responsibilities                                                

Is responsible for the direction, coordination, and evaluation of this department. Carries out supervisory responsibilities in accordance with the Agency's policies and applicable laws. Responsibilities may include interviewing and training employees; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems.


To perform this job successfully, an individual must be able to perform each essential duty 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.


Education and/or Experience                                               

Bachelor's degree (B. A.) from four-year College or university; or more than ten years related experience and/or training; or equivalent combination of education and experience.


Certificates, Licenses, Registrations

Appropriate insurance license. Valid driver's license.





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