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3 weeks 6 days ago

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Job Description

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* Carrier Management * Develop and nurture strong relationships with insurance carriers to ensure that our clients have access to the best coverage options available in the market. * Leveraging your expertise in navigating carrier relationships, you'll play a crucial role in securing new agency appointments, negotiating competitive rates, onboarding new carriers, analyzing data to assess performance, and optimizing our insurance offerings. * Stay informed of all carrier changes and communicate information to agency employees * Compliance/Licensing * Stay informed about regulatory license and compliance standards across all states. This includes keeping up-to-date with individual and agency licensing requirements in accordance with state regulations. * Ensure all insurance producers have completed CE requirements and individual/entity licensing paperwork has been filed with the state accurately and timely. * Respond to audits or inquiries by state governing agencies * Ensure all procedures and policies are documented and accurate for our agency employees * Data/Technology * Analyze trends, advise executive leadership using data insights, and maintain an up-to-date database of insurance carriers, policies, and contacts. * Serve as the liaison between the IT department, third-party technology partners, and software providers. Your responsibilities include managing technology infrastructure, collaborating with outsource technology companies, and overseeing projects to drive progress. * Serve as a valuable resource for leadership, production, and service staff by developing and enhancing workflows to optimize customer service, efficiency, and automation within the agency. * Management * Oversight of a team of individuals providing coaching, mentoring, and ensuring all deliverables are executed timely and accurately. * Manage interview, hiring, and reviews of team to ensure the agency has the top talent. * Prepare weekly, monthly, and quarterly presentations related to the state of the agency, service and financial metrics, and insurance market conditions * Provide analysis of Agency financials for performance, forecasting, and budgeting guidance * Participate in special projects, and handle additional duties as assigned. Qualifications: * 5+ year's experience managing a team of 5-20 employees * 5+ years' experience in the insurance industry, particularly in a carrier liaison or similar role, is highly preferred. * Experience with creating data analytics tools, integrations, and managing IT projects * Experience with AMS 360 and Salesforce software is essential * Must have a keen eye for detail * Must demonstrate a professional, articulate and self-motivated demeanor with strong organizational and communication skills * Must be able to effectively interact with all levels of employees, management and customers and use sound judgment to prioritize multiple assignments * Ability to work independently and as part of a team * Must be proficient in Microsoft Suite

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