Purpose of the Job
The Manager Truliant Insurance Services will provide management and oversight of the daily operations of Truliant Insurance Services. This position will work with staff to ensure established goals are met policies and guidelines are followed and member satisfaction is achieved.
Essential Functions and Responsibilities
1. Participates in the evaluation of carrier/partner relationships.
2. Oversees education training and development programs to increase department capability and expertise.
3. Performs all Insurance Services job functions and provides backup when necessary.
4. Develops and implements member satisfaction monitoring processes.
5. Conducts performance management activities for the department.
6. Oversees the development and implementation of new or improved department procedures.
7. Develops and maintains audit processes to ensure compliance with agency procedures and policies.
8. Monitors work flow to avoid delays in processing.
9. Maintains positive relationships with appropriate company representatives through regular contact and effective communication.
10. Provides assistance to staff on technical issues when necessary.
11. Maintains control of expirations and renewal processes ensuring that no accounts are missed.
12. Achieves agency retention goals through member touch points throughout policy terms.
13. Ensures high levels of member service and satisfaction by improving ongoing service delivery methods.
14. Facilitates and oversees department underwriting standards.
15. Stays informed regarding insurance technical knowledge market trends agency automation company information and other operating techniques.
16. Oversees the use of excess surplus market placements to ensure best price and coverage for the client.
17. Documents all material conversations with insureds and/or carriers regarding exposures and coverages.
18. Partners with other lines of business to maximize referral opportunities.
Other Duties and Responsibilities
1. Assists with other tasks and projects as assigned.
Knowledge Skills and Abilities
Must have a high level of technical insurance knowledge
Must have proven success in business development and member acquisition
Must be able to effectively implement sales and marketing strategies
Must be able to interface and demonstrate leadership both internally and externally
Must be detail oriented well organized and have supreme time management skills
Must have strong PC skills with proficiency of MS Outlook Excel Word PowerPoint and OneNote
Must be able to work on multiple projects concurrently in fast paced and complex business environment
Must be able to work in a general office environment
Must be flexible and able to shift resources and priorities as required
Should possess a strong commitment to providing excellent service to Truliants members both internal and external
Physical Requirements
Occasional standing walking bending and stooping required
Must be able to sit at a desk for moderate periods of time and use a computer
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
Education and Background
- Bachelors degree in Business or a related field required
- Minimum of 5 years property and casualty underwriting and marketing with a multiline insurance agency or brokerage operation required
- Minimum of 3 years direct experience managing sales and service employees within an insurance agency/carrier required
- NC Property & Casualty insurance license required
- Commercial underwriting and/or commercial insurance sales experience preferred
- Experience with Vertafore AMS360 preferred
Flexible work from home options available.