Team Leader - CL

Overview

AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

Summary:

The Team Leader provides a high level of support to team members, including Account Representatives, Account Executives and Sales Executives. The Team Leader maintains an assigned book of business as required. Serves as representative of team to Management. Requires a significant degree of independent judgment and discretion.

Responsibilities

Essential Duties and Responsibilities:

• Delivers high end service to Clients and team members. Process accounts, including applications in the Agency management system, proposals, change requests, endorsements and certificates. Ensures accuracy of account information for new and renewal polices and endorsements. Audits for accuracy in rating, typing, coverages and signatures. Determines reasons for cancellation and acts to maintain the account. Notifies Producer.
• Markets both new and renewal accounts. Identifies account coverages that should be added or expanded.
• Maintains accounts and activities per Agency procedures. Assists with other accounts as needed. Responsible for all work including renewals and endorsements to be issued in a timely manner.
• Develops and maintains positive working relationships with clients, carriers and staff. Willingness to assume new responsibilities including performance of duties outside of normal position. Responsible for balance within team regarding workload. Responsible for quality of work within the Team.
• Serves as a mentor, positive role model and trainer to staff. Performs annual Employee Performance Appraisals for team members. Resolve Employee Relations issues with assistance from Human Resources
• Attends client meeting with or without Producer as needed. Works independently with little or no supervision and achieve desired results.                            
• Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include training employees; planning, assigning and directing work; addressing complaints and resolving problems, in a back up capacity.

Qualifications

Minimum Qualifications, Education and/or Experience:

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.                                            
• Five or more years industry experience. Advanced understanding of underwriting and insurance coverages.
• Full knowledge of insurance markets. 

Certificates, Licenses, Registrations:

Current Property & Casualty license