Personal Lines Team Leader

Join us at Towne Insurance! Your Career. Your Future. Your Towne.

Towne Insurance is hiring a Personal Lines Team Leader. The Personal Lines Team Leader has supervisory responsibilities over an account manager team, which provides superior professional service and insurance solutions to new and existing clients.

About Us

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.

About the Role

• Oversees delegation of duties within the assigned Personal Lines team.
• Supervises and provides support to Personal Lines team members.
• Plans and leads team meetings and participates in internal office meetings and training as a proactive contributor.
• Performs audits and works with team members to ensure all procedures are followed as outlined in the Personal Lines Procedure Manual.
• Assists Regional Leader with special projects and operational needs.
• Provides input and recommendations to regional leadership to solve operational issues.
• Answers telephone calls from insured customers and enquires about endorsement requests, cancellations, remarkets/rewrites, claims, and other service inquiries.
• Utilizes refined sales and customer service skills to listen effectively, build rapport, develop needs, provide solutions, and improve client policy retention.
• Processes policy transactions according to company procedures.
• Follows all procedures as outlined in the Personal Lines Procedure Manual.
• Effectively utilizes selected third-party systems for customer handling (e.g., carrier sites, Applied Epic).
• Effectively manages an appropriate volume of Personal Lines accounts as determined by regional leadership.
• Ensures client and policy information is current in the Epic system and all required documentation procedures are completed.
• Maintain active P & C License status and increase insurance knowledge by attending carrier meetings and continuing education classes.
• Assists other team members as needed using judgment and discretion.
• Handles other duties as assigned.
• Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA).

Skills and experience you'll need:

• Must have an active P & C License.
• Able to work independently or in a team environment as the situation dictates.
• Minimum eight years of experience in a P&C Account Manager or equivalent role.
• Excellent oral and written communication skills.
• Strong attention to detail.
• Must be dependable, reliable, and punctual.
• Strong call management skills, including active listening and speaking clearly.
• Basic computer skills, including adapting to third-party systems and software applications.
• Ability to work well independently and as part of a team.

Bonus points if you have:

• Previous experience with insurance software and related systems.
• Previous experience with or training in Microsoft Office products.
• Experience with agency management systems, preferably Applied Epic.
• Strong problem-solving skills.
• Ten or more years of insurance industry experience.
• AAI, CIC, ACSR, CPCU and/or P & C industry designations preferred.

What we offer:

We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and Employee Assistance Program
• Paid time off to include holidays, PTO, sick leave, and bereavement
• Profit Sharing
• Continuing education opportunities
• 401K & Employer Matching
• Employee discounts
• Identity theft protection
• Tuition Reimbursement
• Paid Training Opportunities
• Paid Parental Leave
• Wellness Plan
• Volunteer Opportunities

Serving Others. Enriching Lives.

Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.

We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.

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