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Foundation Risk Partners · 4 months ago

Commercial Lines Agency Operations Leader

Edison, NJ

Full-time

Onsite

Mid Level

$150K/yr - $200K/yr

3+ years exp

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a Commercial Lines Agency Operations Leader to join their team in Central Jersey. This role is crucial for ensuring a positive customer experience by coaching and managing employees, overseeing daily operations, and maintaining a strong understanding of Commercial Lines coverage and the insurance marketplace.

InsuranceRisk Management

Responsibilities

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

Qualification

Commercial Lines coverageInsurance agency management softwareMicrosoft Office SuiteSharePoint OnlineTeam buildingEmployee trainingCustomer service standardsManagement strategies

Required

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

Bachelor's degree in Management or relevant field preferred

3-5 years' experience in a supervisory role

3-5 years' experience in insurance