CL Supervisor

Description

Mission of the Commercial Insurance Supervisor

To serve and grow the book of clients by supporting both new business and retention activities. We do this by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. The role of Commercial Insurance Supervisor focuses on supporting agency growth as well as being a leader, trainer and coach to the Commercial lines team.

Desired Outcomes of This Role

1. To lead, coach and manage the Commercial insurance team 
2. Set quarterly goals
3. Create strategies to attain these goals
4. Motivate the team to accomplish department goals
5. Conduct 90 day check-in meetings with the team
6. Document standard operating procedures
7. Address poor performance from team members
8. Train team members on areas of the position that need strengthening
9. Identify ways the team can increase efficiency
10. Manage the new business process
11. Work with the team to hit submission and new business quote timelines
12. Negotiate with underwriters for exceptions and to hit pricing targets
13. Identify a new business process that honors the role of producers and account managers
14. Maintain Retention 
15. Manage and hold the team accountable for E&S Market and Non-Standard Market renewals
16. Work with the team to execute annual renewal reviews
17. Handle escalated client issues
18. Set goals and plans on targeting monoline accounts
19. Generate referrals
20. Educate the clients about the benefits of having us as their insurance agency
21. Proactively call cancelled business to try to win them back immediately
22. Oversee a renewal process with timelines
23. Work to identify a renewal process that is proactive, not reactive
24. Hold both producers and account managers accountable to deadlines and timelines in the renewal process
25. Coach, train and provide resources to the team on:
26. Management system use
27. Carrier appetite
28. Sales and service skills
29. Provide, create and hold the team accountable to agency customer experience
30. Call return times
31. Follow-up protocol
32. Define and document agency processes and procedures for the team
33. Back the team up during vacations and busy times
34. Participate in agency management activities including:
35. Conduct final onsite interviews with potential hires
36. Participate in generating new marketing ideas and content
37. Possess a positive attitude and support your team members
38. Meet with carrier representatives 
39. Create workflows
40. Be involved in managing company metrics
41. Handle team vacation time
42. Handle all team member reviews
43. Create monthly incentive programs
44. Provide discipline and coaching to team members
45. Manage agency management system solutions 
46. Provide feedback and input on agency operations, structure, processes and decisions
47. Work to grow the department book of business to X this year
48. Track book growth
49. Motivate and incentivize the team 
50. Follow up and measure agency processes to drive results

Requirements

Principles

• Address difficult issues professionally and quickly
• Listen to learn and strengthen the agency
• Be relentlessly positive with the team and see their potential when they cannot
• Outlast the suck of adopting change
• Be driven to achieve the agency’s goals

Critical Competencies

• Honesty/Integrity - Does not cut corners unethically. Earns trust and maintains confidences. Does what is right, not just what is easy. 
• Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities.
• Follow-Through - Lives up to verbal and written agreements, regardless of personal costs. 
• Intelligence - Learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new information. 
• Proactivity - Acts without being told what to do. Brings new ideas to the company.
• Flexibility/Adaptability - Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change. 
• Calm Under Pressure - Maintains stable performance when under heavy pressure or stress.
• Enthusiasm - Exhibits passion and excitement over work. Has a can do attitude.
• Work Ethic - Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard. 
• High Standards - Expects personal performance and team performance to be nothing short of the best. 
• Openness to Criticism and Ideas - Often solicits feedback and reacts calmly to criticism or negative feedback.
• Listening - Skills Lets others speak and seeks to understand their viewpoints. 
• Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.
• Teamwork - Reaches out to peers and cooperate