Commercial Lines Small Business Unit (SBU) Manager (Project Management)

Operational Management
Manage the day-to-day needs of the Commercial Lines Small Business Unit, including workload balancing, account assignments, and workflow improvements.Onboard and mentor team members.Monitor and audit compliance workflows and processes to reduce E&O exposures.Coordinate department and one-on-one meetings, fostering effective communication within the team.

Team Performance and Accountability:
o Ensure timely renewals and meet quarterly account rounding objectives by holding the team accountable.
o Provide prompt and accurate feedback to client and team member inquiries.
o Manage at least one employee on a rotating basis, ensuring their development and success.

Customer Service:
o Build strong, positive relationships with clients, preferred carriers, and coworkers.
o Customize insurance programs to suit individual customer needs, covering various risks.
o Contribute to agency growth by cross-selling and upselling within the existing book of business.

Underwriting and Policy Management:
o Analyze insurance programs, suggest changes, and calculate premiums.
o Work with underwriters and submit necessary forms to obtain coverage.
o Ensure policy requirements are fulfilled and assist clients with claims when necessary.

Business Development and Strategy:
o Focus on growth strategies with preferred carriers and contribute to key business outcomes.
o Develop marketing strategies to compete with other insurance providers.
o Stay updated on industry trends and attend meetings and programs to enhance skills and knowledge.

Record-Keeping and Administration:
Maintain accurate records, handle policy renewals, and process necessary documentation.Prepare summaries of insurance and proposals accurately and efficiently.Perform additional account manager-related tasks and duties as required.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.