DCU Insurance Department Manager, Marlborough, MA, Full-Time, Hybrid

Schedule

Mon Fri: 8 AM 5 PM (40 Hours)

What Youll Do

Summary/Objective:

Responsible for the management of DCU Financial Insurance Services LLC which includes growing the agency and relationships with DCU members while creating profitable growth for the credit union. As a designated producer of the agency responsible for the supervision of staff and compliance with all applicable laws. Participates as a member of DCUs management team to support the credit unions mission and vision.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Oversee the daytoday functions of the staff by supervising coaching and providing assistance as needed to the team. Provide staff with direction and plans linked to agencys business strategy. Set individual goals for team and agency each year.
• Provide staff with performance management that includes ongoing feedback both positive and opportunity developments. Recommend and implement training activities for staff.
• Work with management to establish the annual budget for DCU Financial Insurance Services LLC
• Oversee the training on all agency systems including vendor and carrier specific rating policy inquiry and vetting new systems or programs.
• Design and implement best practices to promote the growth and efficiency of the agency
• Collaborate with Marketing department and vendors to create promotions to increase productivity
• Responsible for cultivating crossfunctional departmental relationships to create awareness and education of insurance services within the credit union
• Cultivating and enhancing a robust Affinity Marketing Plan with our existing Partnerships
• Responsible for ensuring compliance of the agency with all applicable federal and state laws including establishing policies and procedures to be followed by DCU Insurance personnel
• Responsible for formulating and establishing best practices for compliance with federal and state laws and regulations concerning the sale of personal lines insurance
• Manage the investigation and response to customer complaints and questions
• Ensure timely and proper filing of all agency licensing and reports for federal and state regulatory authorities
• Responsible for managing the insurance referral program including the design and implementation of training and reporting with the Branches InfoCenter Mortgages and member referrals.
• Manage the oversight of agency procedures ensuring efficiency and effectiveness. Creating and updating agency process and procedure manual and agency retention table.
• Act as administrator of systems working with internal support departments and external vendors.
• Oversee the compiled monthly production reports and reporting requests for management for accuracy.
• Work closely with team members on their development and provide educational and compliance opportunities for development.
• Perform other jobrelated duties as assigned by Managers(s).

Supervisory Responsibility:

Responsible for the daily oversight and management of the agency and staff.

What Youll Need

• Bachelors degree preferred.
• Professional designations recommended.
• Property & Casualty Life Accident and Health Producers license in all jurisdictions within agencys scope of authority.
• 5 to 7 years of management experience in an agency environment preferred.
• Full knowledge of personal lines insurance products and their application.
• Understanding of insurance markets agency management systems and procedures.

What We Do

DCU is the largest credit union headquartered in New England serving more than one million members in all 50 states. With over 1900 team members we strive to make DCU a great place to work with an excellent worklife balance and a community that cares.

DCU is an equalopportunity employer and we value diversity inclusion and equity at our company. We evaluate qualified applicants without regard to race color religion age sex sexual orientation gender identity national origin disability veteran status and other legally protected characteristics.

If youre applying for a job and need a reasonable accommodation for any part of the employment process please send an email to and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

DCU is not currently offering Visa transfer/ sponsorship for this position.

Required Experience:

Manager