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Team Lead, Commercial Lines Account Manager

Company: Presidio (Acrisure Agency Partner)
Location: Naperville
Posted on: June 24, 2022

Job Description:

Work with Us!Presidio is a dynamic brokerage firm with experience providing specialty insurance programs, risk management services and unique products for ever-growing markets. We find our success by our team members who are dedicated to providing coverage for the most complex cases. At Presidio, our evolution secures your protection. Built on a foundation of trusted local service shaped by Chicagoland's most dynamic insurance professionals, we're united today with a renewed, fresh perspective to perpetuate our founders' mission: to provide the best service, support, and personalized resources.
The RolePresidio has an exciting opportunity and is currently looking to add a Team Lead, Commercial Lines Account Manager to our dynamic team. This position supports the agency's EVP of Insurance Operations and is responsible for managing the Commercial Lines Account Managers.
Essential Duties and ResponsibilitiesAs a Team Lead, Commercial Lines Account Manager, you will manage a reasonable book of business. Your duties and responsibilities involve responding to requests for information and documentation, handling renewals of expiring policies, and assisting with audits. Not only will you work as an Account Manager, but you will work to develop and coach a team of Account Managers.

  • Collaborates with EVP of Insurance Operations on the oversight of the Commercial Lines Account Managers
  • Executes management decisions and directives of the EVP of Insurance Operations through supervision of the Commercial Lines support staff
  • Assists the President/CEO and EVP of Insurance Operations with agency-wide projects
  • First point of contact for Commercial Lines support staff questions
  • Coordination of and/or conducting new employee training
  • Coordination of staff file reviews and corrective actions as needed
  • Managing a reasonable book of business while coaching other members of the Commercial Lines team
  • Ensure success of the department with a focus on employee retention and efficiency
  • Prepare applications, quotations, coverage summaries/comparisons, general account transactions, proposals and recommendations needed to ensure clients/prospects understanding and adequacy of coverages
  • Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes, and diaries
  • Collect renewal data on assigned accounts, visiting clients if necessary
  • Review and order renewals according to agency procedures
  • Survey policy coverages and identify cross-selling and upgrading opportunities.
  • Adhere to agency's policies and procedures
  • Other duties as assigned
    This description is not meant to be all-inclusive and may be modified from time to time at the discretion of upper management.
    CompetenciesTo 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
    • High School Education or GED is required
    • Illinois Property & Casualty license and/or Life and Health insurance license, preferred
    • A Minimum of 8 years agency experience
    • Prior managerial experience either direct or indirect required
      Technology Skills
      • Applied Epic or similar agency management software experience, preferred
      • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
        Other Qualifications
        • Ability to maintain a professional demeanor and positive attitude
        • High level of technical expertise in the account management of a Commercial Lines Producer's book of business
        • Ability to manage a team, provide coaching and feedback
        • Demonstrating effective written and verbal communication skills that include the ability to actively listen, and problem solve with no or minimal assistance
        • Exercising a high degree of attention to detail and commitment to a high level of accuracy
        • Able to work independently and enjoy a high degree of interaction with team members
        • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives
        • The ability to multitask, prioritize, and use discretion surrounding sensitive information Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:
          • Moderate stress due to regular deadlines and daily challenges
          • High finger dexterity while typing documents and forms
          • Occasionally lift up to 20 lbs.
            Work EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
            • Work is done in a temperature controlled, non-smoking office
            • Workstations are cubicles with moderately high sides
            • The noise level in the work environment is usually moderate
              Presidio operates on a "Hybrid" work from home schedule.
              • You may work from home on Monday, Wednesday and Friday
              • You will be required to work at the office on Tuesday and Thursday.
              • There are no plans to change this format or increase days at the office.

Keywords: Presidio (Acrisure Agency Partner), Naperville , Team Lead, Commercial Lines Account Manager, Hospitality & Tourism , Naperville, Illinois

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