Registered Insurance Broker - Personal Lines Manager with Experience

As a Personal Lines Manager, you play a critical role in the efficient functioning of an insurance office. Your responsibilities span various areas, ensuring smooth operations, compliance, and client satisfaction.

As a Personal Lines Manager, your role is pivotal in maintaining operational excellence, client satisfaction, and adherence to industry standards.

Responsibilities

Leadership and Team Management:

• Lead the Head Office Personal Insurance service team.
• Support clients and team members regarding new business, endorsements, claims, and the renewal process.
• Assist in complex cases and escalations.
• Provide leadership, guidance, mentorship, and coaching to all staff to maintain quality and performance standards.

Client Relationship Management:

• Build and maintain strong relationships with clients.
• Provide consistent, accurate, and timely communication through verbal and written correspondence.
• Conduct face-to-face meetings with clients as necessary.
• Inform and educate clients about coverage, exclusions, and exposures.

Compliance and Process Management:

• Implement and manage office policies and procedures to ensure compliance with insurance laws and regulations.
• Oversee financial management tasks, including budgeting, forecasting, and timely billing and premium collection.
• Analyze operational data and reports to identify trends and implement strategic improvements in office efficiency and service delivery.

Business Relationships and Growth:

• Develop and maintain business relationships with clients, insurance carriers, and other stakeholders.
• Support business growth by fostering positive relationships.
• Coordinate with insurance agents and brokers to facilitate claims processing, underwriting, and policy issuance.

Training and Development:

• Train and supervise new insurance brokers joining the team.
• Facilitate professional development for staff.
• Ensure that brokers understand and adhere to general underwriting guidelines.

Qualifications and Skills:

• Several years of experience in personal lines insurance.
• Strong leadership abilities with a minimum of 7 years of leadership experience.
• Familiarity with insurance laws, regulations, and underwriting principles.
• Ability to build and maintain positive relationships with clients and stakeholders.