Personal Lines and Private Client Team Lead
Job Posting for Personal Lines and Private Client Team Lead at The Mom Project
Responsible for day to day operations of the Personal Lines Department. Provide dedicated, exceptional service to high net worth book of personal lines business.
Responsibilities Include:
Leadership
Minimum 5 years Personal Lines experience.
Commitment to our core values of being Client Focused, Solution Driven, and Doing the Right Thing.
Property & Casualty license required; Insurance designations a plus.
Demonstrated knowledge of Private Client/High Net Worth accounts.
Excellent communication skills and a desire to help people.
Knowledge of carrier rating systems and appetites
Well organized, detail-oriented, and a team player.
Must be a champion for the success of their peers and their team.
Excellent analytical, problem solving and conflict resolution skills.
Ability to work in and contribute to culture of teamwork and cooperation.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
Experience in working with AMS 360 a plus.
Responsibilities Include:
Leadership
- Provide strategic direction and leadership to the Personal Lines Department.
- Be a resource for questions related to coverage and client service.
- Guide staff to work within established best practices to ensure consistency in client service.
- Motivate and train staff to provide comprehensive insurance solutions to their clients, including cross selling, up-selling and account rounding.
- Onboard and mentor team members to become key contributors.
- Coordinate department and 1:1 meetings, fostering positive working relationships.
- Maintain an open, collaborative environment with supportive leadership.
- Build and maintain insurance company relations.
- Retain and grow a book of VIP Personal Lines accounts.
- Build long term client relationships
- Review and analyze coverage to match client needs.
- Service clients through renewal reviews, marketing, and miscellaneous transactions.
- Identify opportunities for account rounding, cross selling and up-selling.
Minimum 5 years Personal Lines experience.
Commitment to our core values of being Client Focused, Solution Driven, and Doing the Right Thing.
Property & Casualty license required; Insurance designations a plus.
Demonstrated knowledge of Private Client/High Net Worth accounts.
Excellent communication skills and a desire to help people.
Knowledge of carrier rating systems and appetites
Well organized, detail-oriented, and a team player.
Must be a champion for the success of their peers and their team.
Excellent analytical, problem solving and conflict resolution skills.
Ability to work in and contribute to culture of teamwork and cooperation.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
Experience in working with AMS 360 a plus.
Personal lines account
The Jonus Group -
Worcester, MA
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World Insurance Associates, LLC. -
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Salary.com Estimation for Personal Lines and Private Client Team Lead in Worcester, MA
$159,972 to $262,572
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