Commercial Lines Regional Insurance Operations Project Manager

Overview

General Description:

Create operational efficiencies within the Commercial Lines Account Management team to reach profitability and service goals. Responsible for managing operational activities of Invoicing team.

• Work with leadership to ensure departmental priorities are implemented.
• Provide regional leadership updates on operational performance, take corrective action as necessary.
• Work with offices identifying areas of improvement and creating efficiencies.
• Accountable for full-cycle management and development of Invoicing team members. Includes mentorship, monitoring workloads, performance management, and training.
• Manage the Invoice team s quality control of client invoicing, ensure adherence to service standards, and perform periodic reviews.
• Lead regular team meetings with Invoice staff.
• Work with Commercial Lines offices to implement and manage outside relationships with policy-checking, data management and certificate issuance resources. Ensure departments gain expected efficiencies in proper use of these resources.
• Identify and coordinate training needed for Commercial Lines staff.
• Manage agency management system data review and cleaning projects.
• Produce and monitor various monthly reports to ensure review of policies, timely invoicing, and appropriate team member workloads.
• Attend Commercial Lines Operations Leaders calls and meetings.
• Analyze account assignment within the Commercial Lines Account Management team. Work with Regional Director to reassign clients as needed.
• Manage operational integration of acquired groups into the region.

• 5 years + experience in a Commercial Lines agency.
• College degree preferred.
• Strong understanding of Property & Casualty insurance.
• Must hold or be willing to earn Property & Casualty insurance license.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta/Image Right preferred.
• Strong communication and problem-solving skills.
• Ability to carry out complex tasks with many concrete and abstract variables.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Salary: $105,000 - $140,000