Job Description
The Insurance Operations Manager oversees the day-to-day operations of the Insurance Agency. This position will train employees on the TAMS (The Agency Management System) operating system and work with employees to maintain accuracy and works directly with company representatives regarding underwriting and rate changes.
The Insurance Operations Manager is also directly responsible for the growth and profitability of the agency by achieving annual business sales goals with a focus on cross-selling products and generating new customers. Additionally, this position is responsible for working with direct reports set sales goals and ensure they understand and meet those goals.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Cross-sells insurance products that clients may have an interest in to produce more business for the Agency.
Assesses customer needs and introduces agency and retail products and services to achieve or exceed annual business goals.
Generates new business by requesting referrals and obtaining AOR (Agent of Record) for continuing business.
Designs and implements effective marketing strategies to sell new insurance business or adjust existing
Coaches employees on account concerns and keep them informed of upcoming changes with Carriers and other policies
Monitors and reviews the Insurance Agencies operating and trust banking accounts, direct billed company commission statements and create statements so they can be posted.
Prepares bank deposits and receive payments from clients and loan services and other entities ensuring TAMS is updated when payments post.
Reviews financial reports and dashboards.
Prepares client statements for collection of policy premiums.
Reviews bother Commercial and Personal policies with employees for accuracy and request any changes as necessary.
Reviews employee work tasks inside of TAMS database including closing the previous day's work and documenting activity log.
Works with carriers on recommendations for specific accounts.
Serves as a liaison to the Sales team, Commercial Lenders, Mortgage Department and Loan Servicing team to provide excellent internal customer service.
Attends offsite visits with sales, customers and to represent the company in the community.
Facilitates First Time Home Buyer courses for clients and potential clients as needed.
Reviews all Commercial and Personal expirations reports at least 90 days prior to the expiration date and discuss with employees.
Prepares applications for closing and work with carriers for a timely closing as needed.
Corresponds with Underwriters for new insurance products and keep upper management informed of upcoming changes.
Prepares home replacement cost estimators for clients.
Sets annual sales goals for the Insurance Agency and ensures subordinates meet or exceed all established annual sales goals.
Ensures a positive management environment is created so that subordinates can maximize their performance and individual contributions.
Rewards and recognizes the performance of employees by utilizing established programs and sources.
Measures and documents staff performance, and compliance with job duties, expectations, regulations, guidelines, policies, and procedures.
Ensures observation and performance coaching is conducted in a timely and effective manner.
Establishes development goals and plans for subordinates, regularly guides and coaches employees to meet those goals.
Compensation/Salary: up to $90k (possible flex., based on experience) + Health/Dental/Vision/Life insurance/Tuition Reimbursement/401k Matching benefits
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf) .
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Skills and Requirements
5+ years of Insurance Industry experience (thorough understanding of the industry)
Bachelor's degree or 5-10yrs related experience and/or training
Must hold and maintain Property & Casualty License
Experience Leading/Managing overall direction, coordination, and evaluation of 3-5 employees
o Interviewing, hiring, training, planning, assigning and directing work
Working knowledge of MS-Office (Word, Excel, PowerPoint and Outlook) * Commercial, Personal or Corporate lines/Insurance experience
CISR & CPIA null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
