Team Operations Manager - Commercial Captive

SUMMARY 

Responsible for primary leadership and management of service staff.  In addition, may perform Account Manager or Account Executive responsibilities as applicable.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

• Participates with Producer and operations and/or staff manager in planning unit goals and objectives;
• Ensures that work assignments delegated to staff are aligned with unit goals and objectives;
• Manages staff including; motivating/mentoring staff, providing employee training and development, conducting performance reviews and performing disciplinary action as appropriate;
• Recommends personnel/staffing needs to operations and/or staff manager;
• Selects candidates, conducts interviews and recommends candidate hires to operations and/or staff manager;
• Coordinates new hire on-boarding with Human Resources department;
• Manages unit schedule, receives and approves timecards and time off requests;
• Reviews and pre-approves Professional Development requests; forwards to operations and/or staff manager for final approval;
• Develops strong working relationships with staff and Producers;
• Gathers new and lost business reports
• Prepares reports including expiration and policy status reports for team;
• Encourages and facilitates carrier and/or brokerage relations including carrier promotions, products knowledge and systems usage and/or training;
• Coordinates dead file assignments;
• Maintains regular communication with Staff Manager and Operations Manager
• Attends company sponsored training and development programs as mandated
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS 
EDUCATION / EXPERIENCE 

Associate's Degree or equivalent combination of education and experience

Seven (8) or more years of related experience

Valid insurance license

SKILLS

Excellent verbal and written communication skills

Good leadership, problem solving and time management skills

Good planning, organizational and prioritization skills

Ability and motivation to work independently

Ability to interface with executives – internal and external

Proficient in Microsoft Office products

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