Commercial Lines Agency Operations Leader

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Agency Operations Leader to their team in Central Jersey. 

Job Summary:

The Commercial Lines (CL) Operations Leader is key role to the organization. This position works to ensure a positive experience for the customer by coaching and managing other employees. The CL Operations Manager will also assist with the execution of daily operations by overseeing staff training and team building exercises of the Commercial Lines Department. The CL Operations Manager is well informed on the policies and expectations of the company and possesses a strong technical proficiency in Commercial Lines coverage with a thorough understanding of industry forms, policies and a comprehensive understanding of the insurance marketplace.

Essential Functions:

• Actively seeks to resolve any concerns while adhering to the company policy and standards.
• Ensure company goals and objectives are being met by each employee and provide constructive feedback
• Address customer concerns about policies, services rendered or employee interactions
• Train new employees on company standards and procedures, from how to handle a negative client experience to how to properly interact with clients
• Stay abreast of current market conditions while meeting client needs and book of business consistency throughout the department
• Manage time and attendance for direct reports
• Stay abreast of expiration, A/R and other quality assurance control for direct reports.

Competencies & Qualifications: 

• Ability to organize training initiatives for department within the company
• Ability to effectively organize and manage multiple company initiatives and encourage coworkers to do the same
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) SharePoint Designer and InfoPath, Adobe Pro with strong technical/computer ability including knowledge of SharePoint Online and Office 365
• Proficient in insurance agency management software/system (Vertafore, AMS360)
• Instructional experience in a group business setting
• Strong understanding of business goals and standards for customer service
• Ability to analyze company needs, employee development and goal setting
• Ability to communicate effectively with senior management and other departments
• Extensive knowledge of management strategies and practical application in the workplace

Education & Experience:

• Bachelor’s degree in Management or relevant field preferred
• 3-5 years’ experience in a supervisory role
• 3-5 years’ experience in insurance