Small Business Account Manager Team Lead

Small Business Account Manager Team Lead

This Role Is For Any of Element's 18 Offices

• Proactive Stewardship. We manage and protect the relationships and resources entrusted to us with the utmost care.
• Confident Humility. We approach our work with self-assurance and expertise, while remaining open to learning and valuing the insights of others.
• Unshakable Integrity. We commit to honesty, transparency, and doing what is right even when faced with adversity or no one is watching.
• Continuous Improvement. We seek opportunities to enhance our skills, processes, and services while fostering a spirit of excellence, innovation, and growth.
• Relentless Perseverance. We embrace challenges with tenacity, discipline, and endurance.

Lead planning, organizing, staffing and operating activities of the Small Business Account Manager team, while creating and maintaining sales, service and quality standards.

At all times, the Small Business Account Manager Team Lead shall:

• Ensure high levels of customer satisfaction and customer service by improving ongoing service delivery methods.
• Provide agency efficiency through process improvement efforts.
• Offer continuing service and advice to Small Business Unit clients.
• Direct Supervision of Small Business Account Manager Team.
• Give technical expertise to Small Business account management staff.
• Develop, implement, and monitor the training of the Small Business account management staff.
• Participate in the selection of new Small Business account management employees.
• Review subordinates’ performances and conduct their formal performance appraisals.
• Assist in the development of strategies to accomplish and support the Small Business department’s business plan objectives
• Support and carry out the Small Business department’s action plan.
• Support full utilization of automation system.
• Stay informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques.

• Share knowledge with direct reports on effective practices, competitive intelligence, business opportunities and needs.
• Address customer and employee satisfaction issues promptly.
• Adhere to high ethical standards, and comply with all regulations and applicable laws.
• Network with internal employees to improve the presence and reputation of the region and company.
• Stay abreast of competing markets and provide reports on market movement and penetration.

• Performs duties independently with little or no supervision, operating from established directions and instructions. Decisions are made within general agency constraints and insurance laws, and require independent decision-making.
• The position involves daily contacts with customers and carriers, which encompasses information exchange, problem solving, quoting, and/or negotiations, significant contact with customers to collect information on any changes to the customer’s characteristics and to analyze the customer’s continued exposure and tolerance to risk, as well as review coverage options and risk management/prevention strategies.
• Thorough technical knowledge of small business insurance, including an understanding of commercial and small business insurance forms and risk alternatives. Outstanding verbal and written communication skills.

College degree or equivalent is desired. Must be organized with demonstrated skills for effective communication both verbal and written with the ability to influence others. Should be familiar with all operations with a thorough understanding of the agency system. Should have at least five years of experience in small business or commercial lines underwriting and marketing with a multi-line insurance agency or brokerage operation.

This position description describes the general nature and level of work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position. This position description is not intended as and does not create a contract of employment between the Agency and any individual employee. The Agency reserves the right to change this position description at any time within its sole discretion.