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Personal Lines Team Leader

Company: Brown & Brown, INC.
Location: Sarasota
Posted on: June 9, 2021

Job Description:

Job Summary

Position Summary:

Manages Personal Lines Department; and obtains, maintains, expands and services Personal Lines accounts; either personally or through subordinate employees, in order to develop an efficient; profitable Personal Lines Department by performing the following duties.

Essential Duties and Responsibilities:

  • Develops, implements and monitors department goals, procedures, systems and manuals.
  • Reviews and coordinates workflow and assignments within the Personal Lines Department
  • Interprets, implements, and enforces company policies.
  • Plans and develops methods and procedures to increase sales, lower costs and obtain greater efficiency.
  • Monitors and manages growth, retention and lost business.
  • Monitors department budgets.
  • Tracks income and expenses on monthly basis and monitors results in relation to department budget.
  • Manages insurance programs such as liability, property, auto, flood & collections.
  • Analyzes and classifies risks as to frequency and potential severity, and measures financial impact of risk on company.
  • Directs insurance negotiations, selects insurance brokers and carriers, and places insurance on renewal accounts, and markets and places coverage for new business on existing accounts.
  • Maintains effective working relationships with clients in and out of the office.
  • Obtains information from client for new and renewal policies, and updates applications as needed.
  • Attends meeting with clients.
  • Works with producer to gather information for renewal marketing.
  • Reviews incoming mail for assigned accounts on daily basis.
  • Review and coordinates work delegated to customer service representative.
  • Review new and renewal policies for accuracy.
  • Helps producer cross-sell and round-out accounts as needed.
  • Reviews endorsements for accuracy and forward to customer when requested.
  • Prepares invoices.
  • Issues Binders
  • Works with customer service representative to market accounts, if applicable.
  • Keeps abreast of industry changes and trends.
  • Participates in seminars and classes for knowledge and skill development.
  • All other duties as assigned

Supervisory Responsibilities:

Directly supervises approximately 3 employees in the Personal Lines Department. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; providing employees with direction for future growth and development; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Required Skills

Knowledge, Skills and abilities:

  • Currently 2-20 licensed
  • Strong Technical insurance knowledge and background
  • Career development includes obtaining professional designation(s)
  • Strong communication and negotiation skills under stressful situations
  • Strong team member who proactively assists all other members of the team
  • Ability to maintain a professional manner at all times
  • Strong Microsoft and Excel knowledge.
  • Advanced time management and organizational skills
  • Strong mathematical skills
  • Advanced problem solving skills

Salary Range



To APPLY for this position, scroll to the top of this posting and click on APPLY HERE. If you have any technical difficulties please contact Wayne Crews at [email protected] #ZRWC

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Keywords: Brown & Brown, INC., Sarasota , Personal Lines Team Leader, Other , Sarasota, Florida

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