PL Select Team Leader

The PL Select Team Leader role is to oversee the day-to-day operations of the PL Select team, manage staff performance and development, their collective adherence to Select processes, review agreed upon KPI’s, interact with, and assist in the management of external carrier and vendor relationships and be a point person for the local geography within the broader RSC and Select structure.

Your Impact:

• Responsible for leading the PL Select office to successfully reach or exceed its growth and client retention goals.
• Manage the standardized workflows for all PL Select team members.
• Set department goals and KPI’s in collaboration with Regional PL Select Leader.
• Responsible for handling a reduced book of business to leave enough time for team management responsibilities.
• Establish professional development and talent management for all PL Select staff.
• Assist in the management of external vendor relationships in collaboration with leadership to ensure process and procedures are being handled effectively.
• Coordinate onboarding & training for all new employees within the PL Select team.
• Perform annual reviews for all direct reports (account managers and support staff).
• Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly.
• Collaborate with Regional & National Leadership to manage carrier relationships.
• Represent PL Select with broader leadership, service teams (internal and external), and RSC specialty practices to collaborate on client needs.
• Evaluate, and develop additional ways improve the efficiency of business processes and procedures to enhance speed, quality and output.

Successful Candidate Will Have:

• Ba/Bs Preferred

• 7 or more years’ experience in personal lines
• Proven ability to provide strong leadership to growing team in a fast-paced, growth-focused organization
• Client-facing experience at an insurance company or brokerage
• Ability to work collaboratively across business practice both regionally and enterprise-wide
• Strong organizational skills with the ability to handle multiple projects at one time and proven ability to prioritize competing requirements and deadlines

• Exceptional Communication Skills

• Advanced critical thinking skills
• Strong Microsoft Excel, Word and PowerPoint skills
• P&C Insurance License required
• Physical Demands and Work Environment
• Advanced critical thinking skills
• Strong Microsoft Excel, Word and PowerPoint skills
• P&C Insurance License required
• Physical Demands and Work Environment
• While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
• The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel   

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

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