Personal Insurance & Private Client Team Leader

Responsible for the day-to-day operations of the Personal Lines Department.  Provide dedicated, exceptional service to a high net worth book of personal lines business. 

Responsibilities

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 with 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 and open, collaborative environment with supportive leadership
• Build and maintain insurance company relations

Service

• Retain and grow a book of private client accounts
• Build long term client relationships
• Review & 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
  
  

Required skills and qualifications:

• Commitment to IMA’s core values of being Client Focused, Solution Driven, and Doing the Right Thing
• 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, detailed-oriented and a team player
• Must be a champion for the success of peers and their team
• Excellent analytical, problem solving and conflict resolution skills
• Ability to work in and contribute to a culture of teamwork and cooperation
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)
• Experience in working with AMS360 a plus
• Property & Casualty license required (or willingness to obtain)
• Possession of, or in pursuit of, professional insurance designations a plus
• Minimum 5 years’ personal insurance experience 

Education

Bachelor’s degree preferred.

We offer exciting and rewarding opportunities for experienced professionals and solid training for motivated individuals providing a pathway to career development and success.