PERSONAL LINES MANAGER - Baycoast Bank

BAYCOAST INSURANCE LLC

Position Description

Position Title: Personal Lines Manager

Department: BayCoast Insurance LLC

Primary Functions:

Manages the operations of the agency branches creating an environment of integrity, growth, profitability, professionalism, quality, and exceptional customer service. Has direct responsibility for all Personal Lines branch office personnel and functions.

Major Responsibilities

1. As a member of the Middle Management Group participates in the development of strategies to accomplish and support the personal lines department’s business plan objectives

2. Oversees and manages the daily Personal Lines branch operations, with scheduling of employees; and provides leadership at regularly scheduled meetings. Resolves routine customer and personnel problems

3. Maintains good working relationships with the insurance companies and other distributors of insurance products.

4. Assists in reviewing and updating Business Continuity Plan, Agency Procedures, and Job Descriptions on an annual basis; implement Personal Lines Process Improvement initiatives.

5. Schedule and coordinate process improvement team meetings to improve company or agency changes, workflows or issues.

6. Approve timecards for all Personal Lines employees. Attends appropriate internal and external meetings relating to banking, marketing and insurance.

7. Participates in the selection of new employees. Makes routine employment decisions, reviewing performance recommendations for branch staff.

8. Stay informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques. Must be familiar with and follow agency E & O Guidelines

9. Review branch exchange accounts quarterly.

10. Work with external consultants, vendors and insurance carrier representatives to select training programs and resources for agency staff.

11. Embraces the Bank’s commitment to SOLUTIONS by seeking and recognizing opportunities to refer new business to different areas of the Bank, Partners Insurance Group, Plimoth Investment Advisors, BayCoast Financial, and BayCoast Mortgage.

12. Perform additional duties and special projects at management’s request.

Qualifications

1. Must be organized and have demonstrated skills for effective written and oral communication with the ability to influence others.

2. Must be licensed per state requirements. Attends educational seminars. Must carry 2 professional designations requiring passing scores.

3. Some travel may be required.

4. Maintains a professional knowledge of the business. Keeps up-to date on industry trends and changes.

5. Should be familiar with all operations with a thorough understanding of the agency management system.

Office Equipment/Software Used:

Windows-based desktop computer

Inter-office network; Internet access; e-mail internally, with carriers and with clients/others

Agency Management System and related programs, Comparative Rating Software, ET File

MVR, credit report, clue report software/website, Salesforce, RingCentral, Microsoft Teams, telephone; fax; copier; printer