This opportunity is for a motivated individual with at least two years of service experience in the insurance industry, the proven ability to lead and support a team, and a loyalty to provide value-added services that protect individuals and build strong client relationships.

Essential functions of this position include, but are not limited to:

• Direct supervision of personal lines staff in multiple offices
• Implement agency systems, policies, and procedures throughout the team
• Provide efficiencies through process improvement efforts by using technology and innovative solutions
• Offer technical expertise to Personal Lines staff, including customer interactions, workflows, and in the computer system
• Keep customer service staff up to date on rate, form and coverage changes
• Provide assistance to customer service staff and clients in problem areas
• Assist with reviewing and modifying procedures for new business, renewals, endorsements and cancellations with input from staff and Director
• Train new employees in process, procedure and The Ansay Way
• Responsible for account rounding/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements)
• Perform quality control audits as needed
• Keep alert to personal lines market conditions by continually communicating with company underwriters, agency sales force and attending monthly PL meetings
• Be able to perform all duties of the PL Service Advisor as the Team Leader is a “working” leader. The team leader will have their own book of business to maintain.
• Report back to Director of PL regarding team performance, development, backlog, concerns, etc.
• Participate in the selection of new Personal Lines service Associates
• Stay informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques.
• Provide daily direction and communication to service advisor staff so calls are answered in a timely, efficient and knowledgeable manner

Qualifications & Requirements

• Bachelor's degree with 2-5 years of experience is required.  
• Property & Casualty license required – Life license to be obtained 
• Must have a positive “can-do” attitude, possess a passion for insurance, be a student of the business plan and be a self-starter who regularly demonstrates initiative.   
• Ability to manage a dynamic team in a growing company. 
• Identify knowledge, skills and abilities on the team and assess job duties accordingly. 
• Promote team development and accountability. 
• Must have the ability to identify and research problems, review materials for accuracy and to summarize policies for customers. 
• Other requirements include effective oral and written communication skills, and proficiency in all Microsoft products, including Microsoft Teams and Zoom experience.  

• Use appropriate judgment in upward communication regarding department or employee concerns