Job Summary: 

• Understand commercial insurance policies with the ability to look up industry-specific exposures and concerns to find coverage
• Ensure that the division is following all rules and regulations
• Understand the Florida market as well as other U.S. markets
• Market new accounts brought in by sales producers
• Assist the Captive Insurance Division with risk reviews and insurance placement
• Develop information and recommendations for prospective accounts, present proposals and adhere to agency policies and procedures for writing new accounts
• Identify sources of sales prospects for the division
• Develop sales and marketing plans in conjunction with other divisions
• Maintain and build relationships with insurance carriers represented by the company
• Provide excellent communication with the team, and internal and external clients at all stages of the accounting cycle
• Offer sound recommendations and guidance to clients on insurance programs

Skills on Resume: 

• Commercial Insurance Expertise (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Market Knowledge (Hard Skills)
• Account Management and Marketing (Hard Skills)
• Risk Assessment and Insurance Placement (Hard Skills)
• Sales and Marketing Strategy Development (Hard Skills)
• Carrier Relationship Management (Soft Skills)
• Effective Communication and Client Guidance (Soft Skills)

Job Summary: 

• Maintain employee files as noted by the agency manual, including annual reviews.
• Maintain standards and policies addressed in the employee handbook
• Assist in writing and implementing standard procedures for department workflow and business protocol
• Address service and coverage issues with Companies, other departments and Vendors
• Manage Workflow and adjustments to meet requirements of the high level of customer service and department efficiencies, within their team
• Discuss topics of concern with team members, and with management 
• Direct and mentor Account Executives, Account Managers and CSRs
• Contribute to team effort by accomplishing related results 
• Train and develop associates within the team
• Coordinate with other team leaders for consistency, efficiency and productivity

Skills on Resume: 

• File Management and Compliance (Hard Skills)
• Standard Operating Procedures (SOP) Development (Hard Skills)
• Customer Service and Issue Resolution (Soft Skills)
• Workflow Management (Hard Skills)
• Team Communication and Conflict Resolution (Soft Skills)
• Leadership and Mentoring (Soft Skills)
• Training and Development (Soft Skills)
• Coordination and Collaboration (Soft Skills)

Job Summary: 

• Lead, motivate and mentor Team Leads, Account Managers, CSRs and Processors
• Train and develop associates with improved job performance, including ensuring proper coverage of risk by cross-selling, up-selling and writing new policies
• Interview, hire and onboard new associates 
• Manage Workflow and Customer Engagement to ensure a high level of customer service and department efficiency
• Assist in developing and adjusting standard procedures for department workflow and business protocol
• Maintain employee files as noted by the agency manual, including annual reviews.
• Maintain standards and policies addressed in the employee handbook
• Discuss topics of concern with team members and management
• Coordinate with other department leaders for consistency, efficiency and productivity
• Strict adherence to procedures and deadlines communicates the same needs to the team

Skills on Resume: 

• Team Leadership and Mentorship (Soft Skills)
• Training and Development (Soft Skills)
• Recruitment and Onboarding (Hard Skills)
• Workflow and Customer Engagement Management (Hard Skills)
• Standard Procedures and Protocol Development (Hard Skills)
• Employee File Maintenance and Performance Reviews (Hard Skills)
• Policy Adherence and Communication (Soft Skills)
• Cross-Department Coordination (Soft Skills)

Job Summary: 

• Responsible for ensuring the delivery of exceptional service to clients
• Overall management of agency book of business with reassignments
• Manage assignments of New Business accounts to service team members
• Oversight of Commercial service staff timecards, including PTO and Overtime management
• Conduct weekly service team status meetings, and bi-annual skills analysis on service team members
• Perform an annual evaluation for each service team member and review with the team member
• Initial training of all new service employees and coordination with the Operations Leader for ongoing training needs of the current service team
• Must understand in-depth insurance products and be able to answer in detail coverage questions
• Client Associate Backup when PTO is more than four days
• Create and manage weekly Service Team reports
• Implement all Real-Time system capabilities/functions, including coordination with Operations Leader on procedures
• Maintain 80% or higher on Skills Analysis- overall team

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Team Leadership and Management (Soft Skills)
• Training and Development (Soft Skills)
• Insurance Product Knowledge (Hard Skills)
• Report Creation and Management (Hard Skills)
• System Implementation and Management (Hard Skills)
• Operational Coordination (Soft Skills)
• Performance Analysis (Hard Skills)

Job Summary: 

• Develop, recommend, and implement leadership strategies, organizational structure, and process/technology improvement initiatives
• Provide effective leadership by continuously keeping staff informed on changes/results and sharing responsibility for the overall performance, productivity, and engagement of team members
• Evaluate staff performance and prepare formal Performance Reviews. 
• Perform quality reviews on team members as a means to record staff development. 
• Manage staff scheduling and salary administration for the unit
• Be responsible for training and development of staff and set and monitor team goals and objectives and systems (CL Contact, Halcion, CLPSS)
• Build and manage effective working relationships with Brokers, including product presentations, Broker visits, and issues related to risk pricing, selection, and retention
• Liaise with other underwriting managers, corporate underwriting and claims management on technical and administrative issues
• Assist in the preparation of production reports and/or other management responsibilities as delegated

Skills on Resume: 

• Strategic Leadership (Hard Skills)
• Team Management and Communication (Soft Skills)
• Performance Evaluation (Hard Skills)
• Scheduling and Salary Administration (Hard Skills)
• Training and Development (Hard Skills)
• Relationship Management (Soft Skills)
• Cross-Functional Collaboration (Soft Skills)
• Reporting and Administrative Oversight (Hard Skills)

Job Summary: 

• Oversee the development of staff and implementation of appropriate training and cross-training programs. 
• Works with Supervisor teams to support knowledge growth, transfer of information and growth opportunities.
• Establish procedures to ensure service level agreements are met for all review and reporting requirements. 
• Evaluate and adjust procedural processes to ensure compliance requirements are met.
• Establishes and monitors departmental goals, objectives and policies that complement overall company objectives.
• Ensures that production schedules are met and that service and quality standards are attained efficiently and cost-effectively. 
• Oversee the development of staff and implementation of appropriate training and cross-training programs.
• Meet or exceed quarterly sales goals for the division set by the Executive Team
• Develop and manage a team to meet goals and grow the business

Skills on Resume: 

• Training and Development (Hard Skills)
• Leadership and Team Management (Soft Skills)
• Process Improvement (Hard Skills)
• Strategic Planning (Hard Skills)
• Project Management (Hard Skills)
• Sales and Business Development (Hard Skills)
• Compliance and Risk Management (Hard Skills)
• Communication and Collaboration (Soft Skills)

Job Summary: 

• Services clients by responding to requests via telephone, mail, e-mail, fax, or producer requests
• Responsible for gathering renewal information including client signatures on all applications, affidavit filings, finance agreements, and surplus lines fees
• Submits renewal information to insurance companies and negotiates renewal terms
• Remarkets existing business when necessary and rounds out accounts
• Responsible for quoting additional lines of coverage
• Oversees the issuance of certificates, binders, binder extensions, and auto ID cards done by the Client Care Team
• Oversees the ordering of endorsements by the Client Care Team including checking the accuracy and billing
• Processes and oversees auto registration transactions, including runner contact, dealership requests, MVR reports, issuing RMV-1 forms, and checking requests with the accounting department
• Follows up with carriers for new and renewal policy issuance
• Maintain and nurture carrier relationships
• 
  

Skills on Resume: 

• Client Communication (Soft Skills)
• Document Management (Hard Skills)
• Negotiation and Submission (Hard Skills)
• Quoting and Coverage Expansion (Hard Skills)
• Certificate and Endorsement Oversight (Hard Skills)
• Transaction Processing (Hard Skills)
• Carrier Relationship Management (Soft Skills)
• Team Coordination (Soft Skills)

Job Summary: 

• Responsible for inputting and maintaining policy details in the Agency Management System
• Produces and oversees the production of schedules of insurance and renewal proposals
• Take responsibility for generating cover letters
• Maintains Expiration List, and follow-up system
• Meets with Producers regularly to review the status of all business, new and existing clients
• Performs annual renewal reviews and service visits with Producers
• Attends meetings or career training as required by Management
• Pursues a program for personal/professional development
• Obtains training on the use of insurance carrier websites
• Assists in the mentoring and training of the Associate Account Manager

Skills on Resume: 

• Policy Management (Hard Skills)
• Insurance Documentation (Hard Skills)
• Expiration and Follow-up Tracking (Hard Skills)
• Client Relationship Management (Soft Skills)
• Professional Development (Soft Skills)
• Technical Proficiency (Hard Skills)
• Mentorship and Training (Soft Skills)
• Communication and Coordination (Soft Skills)

Job Summary: 

• Support the strategic development of P&P delivery roadmap, driving sustainable/profitable growth plans
• Lead cross-functional teams to deliver new propositions and improvements to take to market
• Support new proposition development, finding opportunities, establishing research needs and undertaking test and learns, as well as building business cases, including gaining funding approval and change resources, etc
• Define customer needs by showcasing a deep understanding of relevant socio-economic trends, customer research and experience analysis, broker and partner insights, as well as front-line feedback
• Ensure the development of motivating headline propositions and go-to-market strategies
• Work with the wider P&P team to evaluate competitor activity and external market developments, presenting findings and making recommendations to key senior partners for improvement or withdrawal
• Lead and influence the delivery of specialty lines propositions across technical underwriting & pricing, operations, sales, marketing and intermediaries
• Ensure that regulatory requirements are always considered, promoting best practice and completing work within governance framework
• Complete performance reviews of propositions and services so that they deliver business objectives, meet customers’ needs, and fulfil regulatory requirements
• Support, handle and approve all relevant marketing communication and campaign recommendations provided by the marketing team in response to submitted briefs, to ensure that technical content requirements and business outcomes are achieved

Skills on Resume: 

• Strategic Planning and Development (Hard Skills)
• Cross-Functional Leadership (Soft Skills)
• Proposition Development and Innovation (Hard Skills)
• Customer and Market Insights (Hard Skills)
• Go-to-Market Strategy (Hard Skills)
• Competitor and Market Analysis (Hard Skills)
• Regulatory Compliance and Best Practices (Hard Skills)
• Marketing Communication and Campaign Management (Hard Skills)

Job Summary: 

• Accountability for the non-admitted small business property product portfolio.
• Manage the P&L by monitoring financials, identifying trends, developing pricing indications and taking appropriate actions.
• Take a lead role in new product development and existing product maintenance by developing and implementing underwriting, pricing, product, and form recommendations
• Act as product line expert, maintain a thorough knowledge of product features and benefits and provide expertise to various internal and external audiences.
• Continuously monitor profitability, mix of business, quality of business, the concentration of risk, and market feedback and proactively manage the portfolio.
• Show strong dedication to monitoring internal data and external competitive intelligence and using this information to make informed decisions to optimize business strategy.
• Work closely with field sales organization, marketing, and underwriting to ensure all parties are working towards common goals and provide direction to make sure guidelines are within current product/pricing structure, performance and appetite.
• Work across internal departments and with external partners to ensure product changes are implemented appropriately.
• Work with legal, compliance, and claims on legislative and regulatory topics that impact assigned areas

Skills on Resume: 

• Financial Analysis and Management (Hard Skills)
• Product Development and Management (Hard Skills)
• Product Expertise (Hard Skills)
• Risk and Profitability Monitoring (Hard Skills)
• Competitive Intelligence (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Stakeholder Communication (Soft Skills)
• Regulatory and Compliance Management (Hard Skills)

Job Summary: 

• Select, train, and lead Commercial Lines Account Managers, Customer Service Representatives
• Conduct employee performance appraisals and salary reviews
• Keep staff up to date on changes within the industry
• Assist staff, producers, and clients with solutions to issues and conflicts
• Maintain and grow skills and knowledge both interpersonal and technical
• Lead by example in demonstrating that clients are the highest priority
• Clearly and effectively communicates to the staff concerning policies, procedures and performance expectations
• Implement, maintain and continuously improve quality control measures that deliver a level of customer experience that exceeds client expectations
• Manage and mentor staff on continuous growth and improvement
• Constantly seek ways to improve productivity
• Recommend salary increases, promotions, and probations for managed employees
• Manage training and education needs of commercial lines staff

Skills on Resume: 

• Leadership and Team Management (Soft Skills)
• Performance Appraisal and Development (Hard Skills)
• Industry Knowledge and Training (Hard Skills)
• Conflict Resolution and Problem Solving (Soft Skills)
• Effective Communication (Soft Skills)
• Quality Control and Customer Experience (Hard Skills)
• Productivity Improvement (Hard Skills)
• Mentorship and Growth (Soft Skills)

Job Summary: 

• Be a coach and mentor to 25-30 employees.
• Responsible for meeting with each person to develop and monitor their individualized career plan.
• Be a training resource for individuals and assist with their ongoing development.
• Work with carriers to maintain positive mutual relationships.
• Appropriately distribute marketing material to support the staff in understanding what markets are and what they are looking for to keep retention levels high and provide opportunities for new business.
• Lead by example to work alongside the team (including covering desks by “digging in” regularly).
• Positively motivate individuals and correct behaviors that are inconsistent with the Orion values or procedures.
• Effectively provide individual accountability for all commercial lines department staff
• Analyze data and generate reporting
• Monitor local and federal regulations and communicate effectively with staff
• Review, comprehend and communicate to staff - carrier/agency contracts, underwriting guidelines and production requirements

Skills on Resume: 

• Leadership and Coaching (Soft Skills)
• Relationship Management (Soft Skills)
• Marketing and Communication (Hard Skills)
• Team Engagement (Soft Skills)
• Accountability and Performance Management (Soft Skills)
• Data Analysis and Reporting (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Contract and Guideline Review (Hard Skills)