Personal Lines Manager

Job description: Personal Lines Manager

General Description:  The Personal Lines Manager oversees a team of customer service agents who manage, serve and advise clients regarding personal insurance offerings.

Duties/responsibilities include:

  • Oversee the daily operations of the personal lines department. Reassign workloads as needed.
  • Client related issues. Reassign clients if necessary.
  • Review activity reports.
  • Review production reports – new business, lapses, and accounts handled per CSA.
  • Approves short notice time off requests/switching of lunches. PTO requests go through the Director of Human Resources and Operations.
  • Conduct employee annual performance reviews with input from Owners, Managers, and Producers.
  • Meet with Personal Lines company representatives and communicate information to the agency. Coordinate training or other meetings with employees as needed.
  • Coordinate with Operations Manager for EPIC updates and training as needed.
  • Coordinate with Operations Manager for improving and updating established procedures.
  • Oversee completion of Personal Lines company audits.
  • Coordinate department meetings.
  • Attend classes, seminars, and courses to increase knowledge and skill.

 

Work Status: Full time

Reporting: Operations Manager

Marshfield Insurance Agency provides a drug free/smoke free environment, and is an equal opportunity and affirmative action employer M/F/D/V.