PL Select Team Leader

Responsibilities

• Responsible for leading the PL Select office to successfully reach or exceed its growth and client retention goals.
• Manage the standardized workflows for all PL Select team members.
• Set department goals and KPI's in collaboration with Regional PL Select Leader.
• Responsible for handling a reduced book of business to leave enough time for team management responsibilities.
• Establish professional development and talent management for all PL Select staff.
• Assist in the management of external vendor relationships in collaboration with leadership to ensure process and procedures are being handled effectively.
• Coordinate onboarding & training for all new employees within the PL Select team.
• Perform annual reviews for all direct reports (account managers and support staff).
• Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly.
• Collaborate with Regional & National Leadership to manage carrier relationships.
• Represent PL Select with broader leadership, service teams (internal and external), and RSC specialty practices to collaborate on client needs.
• Evaluate, and develop additional ways improve the efficiency of business processes and procedures to enhance speed, quality and output.
• Successful candidate will have:
• BA/BS preferred
• 7 or more years' experience in personal lines
• Proven ability to provide strong leadership to growing team in a fast-paced, growth-focused organization
• Client-facing experience at an insurance company or brokerage
• Ability to work collaboratively across business practice both regionally and enterprise-wide
• P&C Insurance License required
• Physical Demands and Work Environment
• The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel
• Pay Range:
• $64,800 - $93,000 Annual
• The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
• Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice .

Benefits

Additional Information

The PL Select Team Leader role is to oversee the day-to-day operations of the PL Select team, manage staff performance and development, their collective adherence to Select processes, review agreed upon KPI's, interact with, and assist in the management of external carrier and vendor relationships and be a point person for the local geography within the broader RSC and Select structure.

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