Job Title: Director of Commercial Lines
Department: Commercial Lines
Reports to: Chief Operating Officer
FLSA Status: Exempt
Job Code: CL08DCLE
The Director of Commercial Lines manages all activities related to operations of the Commercial Lines department within the profit center by performing the following duties personally or through subordinate supervisors.
The Director of Commercial Lines will support the sales function of the profit center by leading and developing the service team, including mentoring, coaching, and motivating its personnel, continuously looking to improve the client service experience and the workflows associated with delivering excellent customer service both within the profit center and as a contributor to the continuous improvement of processes throughout the Agency.
The Director of Commercial Lines will take strategic direction from the Chief Operating Officer (COO), but will strive to keep the COO out of the day to day duties associated with managing a service department so that the COO can concentrate his/her efforts on sales and the development of the sales team. The Director of Commercial Lines will utilize their prior account management experience to assist with account issues and handle account reallocation if necessary.
The Director of Commercial Lines will receive support, training, and assistance in developing plans for continuous improvement through corporate Commercial Lines management.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Develop, implement, and continually improve upon AssuredPartners procedures and workflows, to ensure standardization, consistency, and minimization of E&O exposure throughout the Agency.
Develop, implement, and oversee a CL service training program for new hires and existing employees. Training program will be unique to the employee’s role, and will encompass the insurance concept itself, the procedure specific to AssuredPartners, technology, continuing education and the workflow within the Agency Management System.
Oversee conversion process to ensure that AssuredPartners acquisitions’ Agency Management System data converts successfully and efficiently into current Agency Management System.
Oversee acquisition training. Training will be designed specifically for the acquisition and will include AssuredPartners procedures and Agency Management System workflows.
Oversee internal audit process for CL, SBU and PL throughout the agency. Concentrate on adherence to procedures and workflows. Provide results to management and service staff. Identify and develop additional training opportunities as needed.
Work with all offices in developing solutions to problems such as service staff structure and workflows.
Identify and develop operational tools and opportunities to improve sales capabilities and client retention.
Maintain overall integrity of Agency Management System data, documentation, and historical information. Extract Agency Management System information to compile accurate and beneficial data by utilizing Reports.
Develop new/improve upon existing Agency Management System workflows, to ensure AssuredPartners is utilizing the most current and efficient tools and technology available. Educate and train all applicable employees on new or revised workflows, tools and technology as needed.
Serve as a resource for Agency Management System utilization issues.
Follows company policies and procedures with respect to all essential duties and responsibilities of the job.
Qualifications 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; Minimum of 5 years insurance experience; P&C Account Management experience required. Must be detailed with excellent organizational and time management skills. The Director of Operations will possess significant account management experience in either the small or large group market. Good interpersonal skills and high sense of urgency. Excellent written and verbal communication (public speaking is required). Ability to effectively build and maintain positive working relationships with management and peers. CIC or equivalent preferred.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have knowledge of Agency management software; Internet software; Project Management software; Spreadsheet software and Word Processing software.
Certificates, Licenses, Registrations
Valid driver’s license.
Property and Casualty Insurance License
Frequent travel required.