PERSONAL LINES PRODUCTION MANAGER

Position Title Personal Lines Production Manager

Department: BayCoast Insurance

Level: 107

FLEXIBLE WORK PROGRAM ELIGIBILITY CODE: Hybrid Work (HW), Flextime (FLT), & Compressed Work Week (CWW)

Primary functions

Responsible for managing policy sales and overseeing the sales and remarketing team including setting and monitoring sales goals, facilitating the professional development of the team. Develop and implement New Business opportunities. Demonstrates leadership skills and continually leads by example. Actively supports and incorporates company mission and core values into daily activities.

Major Responsibilities

• Assist Personal Lines producers and production assistants regarding individual underwriting situations including questions with coverage and procedures.
• Manages and works closely with the remarket team and account managers to retain clients within the agency.
• Sets and monitors sales objectives
• Participates in New Business opportunities.
• Participates in reviewing, remarketing, and cross selling existing business.
• Provide sales strategies, feedback, and marketing plans, while keeping up to date with industry changes and developments.
• Reviews quotes from the Personal Lines staff to assist with accurately quoting, upselling, and closing the sale.
• Manage, monitor, and participate in quoting accounts in the pipeline to ensure prompt turnaround time for the producers.
• Conduct account reviews on individual book of business - Complete account reviews and contact clients via phone. Call 100% of personal clients to review and retain their business. This entails:
  • Call to offer an account review
  • Verify contact information
  • Review potential discounts and coverage gaps, including lines of business not written with the agency
  • Cross-Sell and upsell when appropriate.
• Attend and facilitate PL sales meetings and prepare meeting agendas and reports.
• Audit Staff to ensure procedures are followed and information is inputted into the agency management system accurately and correctly.
• Maintains electronic and/or paper files in an orderly, up-to-date manner with full policy detail, and use Applied Epic for all notes and activities.
• Attends appropriate internal and external meetings relating to banking, the mortgage department, and insurance.
• Attends and participates in offsite branch events or insurance related seminars.
• Works with marketing and management to develop and monitor campaigns.
• Organizes, facilitates, and participates in meetings with process improvement teams.
• Reviews and updates procedures for the department annually or as needed.
• Handles Employees Timecards and vacation requests.
• Conducts annual reviews of employees on the PL Production Team.
• Organizes meetings with Insurance Carrier representatives and staff to keep abreast of changes with the company and within the industry.
• Orders office supplies as needed and is the liaison when issues arise with office equipment.
• Manages the monthly checking account for the branch and sends to accounting.
• Manages and tracks Salesforce cases and leads coming in from our website and marketing sources, and distributes them to the team.
• Tracks sales production and monitors performance by calculating the success ratio for the producers.
• Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer new business to different areas of the Bank, BayCoast Insurance, Plimoth Investment Advisors, BayCoast Mortgage Company, Teamwork Funding, and Priority Funding.
• Behavior and performance align with the guiding principles and purpose that define the organization's mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude).
• Performs additional duties at management's request.

Qualifications

1. Solid understanding of agency procedures, insurance policies, and insurance products. Ability to provide mentorship and strong leadership qualities. Excellent interpersonal skills, and attention to detail.

2. Has the ability to perform multiple tasks in complex, fast paced, working environment.

3. Possesses above average computer skills.

4. Has knowledge and experience necessary for independent decision-making ability.

5. Must be licensed per state requirements.

6. Attend educational seminars. Some travel may be required. May work at any branch location

as needed.

Office Equipment/Software Used:

Windows-based desktop computer; Intra-office network; Internet access; e-mail-internally and externally with carriers and with prospects/clients/others, Agency Management System and related programs, Applied Epic, , ET File, Excel, Microsoft Word, Microsoft Teams, Insurance Carrier websites, Outlook, Comparative Rating Software- Singlepoint and Vertafor, RMV website, MVR, credit report, clue report software/website.

Telephone; fax; copier; printer, scanner.

Physical/Work Condition Requirements:

In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or travel.