United Western Insurance Brokers Commercial Lines Insurance Account Manager in Pasadena, California
What is UWIB?
UWIB is a forward-thinking boutique agency with roots steeped in tradition. We offer our clients the latest in digital tools, while supporting them with old fashioned customer service.
5 Reasons you should JoinUWIB
Watch our one minute video to hear from our team about why you should join us!
More reasons should work with us
We’ve worked hard to cultivate a friendly and supportive work environment. Since we’re a small organization, your voice and input will be directly heard. Our goal is to support each other as a team, and we truly want everyone to succeed and be proud of their work. Between our office dog, competitive benefits package, and relaxed yet professional atmosphere, we think you’ll be very happy here.
Mission of the Commercial Lines Team Leader
To grow the commercial book of business by maximizing managerial processes and applying and teaching these strategies daily. The CL Team Leader will be responsible to effectivelymanage, support, train, guide and motivate the underwriting teamas well as managea small bookof Commercial Accounts.
Desired Outcomes of this Role
Focus on revenue generation and growth
Place business according to the goals of the agency
Stop, Listen, and Ask questions of your customers in order to clearly understand their needs, find account rounding opportunities and to build solid relationships.
Work to support the producer team by quoting new business quickly and efficiently.
Work to have a target retention of 93%
Stay 120 days ahead of all commercial renewals
Proactively look for account rounding opportunities
Remarket accounts as necessary
We are a dynamic organization that utilizes cutting edge technology to empower our clients and our team. With more than 50 years of Insurance Industry experience, we draw from our wisdom to focus on the future. We believe old fashioned customer service should coexist with the latest mobile-ready technology. We are not an average brokerage. We are UWIB. Check us out at https://uwib.com
Participate in agency management activities including developing and managing producers:
Participate in generating new customer service ideas and sales strategies
Teach mentor and coach new producers and team members
Meet with carrier representatives
Create workflows utilizing Vertafore QuickNavs in Platform, and encourage usage
Be involved in managing company metrics
Meet with marketing reps from carriers
Create and implement incentive programs
Provide coaching to team members
Provide feedback and input on agency operations, structure, processes, and decisions
Provide outstanding inbound service on claims, billing questions and endorsements
Educate clients on insurance options and on UWIB’s digital tools
Service Commercial Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures
Use every opportunity to confirm and update client information in ProTrac
United Western Insurance Brokers has three core principles: Value, Integrity and Honor. We expect all team members to uphold these principles no matter the circumstances.
Ability to accept and facilitate change
Strong technology skills, and the willingness to embrace and implement new technology
Self-starter, dependable, accurate in completing responsibilities, and have strong attention to detail and accuracy
Ability to work independently, set priorities, and handle multiple tasks
Exercise good judgment, accept responsibility, and handle confidential information
Able to lead and work as part of a team of people with diverse backgrounds
Develop and maintain relationships/partnerships with other team leaders to share/implement best practices
Strong abilities in problem solving, researching and decision-making
Excellent verbal and written communication skills
Bachelor’s degree or equivalent combination of education and experience
Minimum of 8 years related work experience
Knowledge of insurance industry and history of successful underwriting
Current P&C insurance license
Must provide a minimum of one (1) letter of professional reference
Based on Experience
- Commercial Insurance: 8 years
Required License or Certification:
- Property and Casualty License