Manager, Personal Lines Insurance - High Net Worth Clientele

Job Title: Manager, Personal Lines Insurance - High Net Worth Clientele

Division: North America, South

Reports To: Director of Placement   

Summary:    

The Manager, Personal Lines Insurance for High Net Worth Clientele reports to the Director of Placement and will serve as a direct contributor to the overall efficiency and optimization of our organization through development and deployment of all placement activities and projects.  

Scope:    

This role is responsible for managing carrier placement team members and supporting Personal Lines – High Net Worth internal rating process with select insurance carriers; serve as a partner for North American Specialty (Wholesure) and International; liaison for insurance carriers relationship management; facilitate the placement of accounts within Acrisure; facilitate out bound marketing of select programs.  This position is also responsible for carrying the organization’s reputation and professional manner of conducting business into dealing with customers, carriers and colleagues.

Essential Responsibilities:

• Team Leadership and Talent: Manage the carrier placement specialist(s), support team development and goals. 

• Culture and Development: Develop excellent partnerships with Client Advisors and Account Management to determine marketing strategy and to execute placement for new and existing accounts.

• Carrier Performance Management: Partner with the Director of Placement to maintain carrier relationships and cultivate new carrier relationships for the South Division.  Maintain a high degree of familiarity and working relationship with various insurance companies, with a specific focus on Strategic Carrier Partners

• Performance Monitoring: Implement, support, and monitor key performance indicators (KPIs) to measure carrier placement performance, track metrics, and provide regular reports to senior leadership.  

• Analysis and Assessment: Analyze submissions to make decisions based on individual risk characteristics, exposure analysis, hazard recognition and control.  Utilize underwriting guidelines to ensure compliance with authority levels and state regulations.  Handle confidential and non-routine information. Review insurance policies and contracts and make recommendations for improvement, where possible.

• Carrier Relationships: Occasionally attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge. Work with market participants to keep the team appraised of insurance company underwriting and sales alignment, products and capabilities.

• Insurance Placement: Work with the sales and service teams to handle new and renewal remarketing process including but not limited to submitting to insurance companies, negotiating with the carrier/company as necessary, working directly with the insured to obtain information and answer questions.

• Operational Excellence: Work with division team members to prepare property and casualty insurance submissions for new business prospects and renewing accounts including, but not limited to: Insurance specifications for each line of coverage, loss summaries, prospect profile, exposure schedules, etc.

• Process Improvement and Technology Integration: Promote and execute adoption of key technology, process optimization, automation, and streamlining, leveraging technology and innovation to enhance operational efficiency and scalability. Ensuring internal solutions and technology, such as AURIS and EPIC are being adopted and leveraged in a manner that maximizes client retention, growth and overall profitability.

Essential Qualifications: 

• Bachelor’s degree in business administration or related field is preferred 

• Must currently hold an active property & casualty license 

• Minimum of 5 years of progressive experience in the insurance and/or financial services industries 

• Proven experience in managing teams, implementing process improvements, and driving operational excellence. 

• Proven record of driving operational excellence and efficiency in service of dynamic client experiences 

• Experience supporting business development lifecycle.  

• Self-motivating and has the ability to motivate others to achieve and excel in a fast-paced, dynamic environment. 

• Excellent business and people decision-making skills and problem-solving abilities 

• Model positive energy and handle stress in the face of challenges, deadlines,