PL Supervisor

Job Description

Job Description

Description :

Mission of the Personal Lines Insurance Supervisor

To serve and grow the book of clients by supporting both new business and retention activities. We do this by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. The role of Personal Lines Insurance Supervisor focuses on supporting agency growth as well as being a leader, trainer and coach to the personal lines team.

Desired Outcomes of This Role

• To lead, coach and manage the personal insurance team
• Set quarterly goals
• Create strategies to attain these goals
• Motivate the team to accomplish department goals
• Conduct 90 day check-in meetings with the team
• Document standard operating procedures
• Address poor performance from team members
• Train team members on areas of the position that need strengthening
• Identify ways the team can increase efficiency

2. Quote new business

3. Maintain an average retention rate of X%

4. Coach, train and provide resources to the team on :

5. Provide, create and hold the team accountable to agency customer experience

6. Back the team up during vacations and busy times

7. Participate in agency management activities including :

8. Work to grow the department book of business to X this year

Requirements : Principles

Critical Competencies