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Agency Manager in Cockeysville, MD at The Amynta Group

Date Posted: 1/31/2019

Job Snapshot

Job Description

Job Description

Job Title: Agency Manager

Reports To:  Director

FLSA Status:  Exempt

Department:  Brokerage

Location:  Hunt Valley, MD

Prepared By/Date:  SFE – 1/2019

Summary:  Direct the Customer Service Representatives and the technical staff in providing prompt and accurate service to existing and prospective clients.  Coordinate efforts between Customer Service Representatives and Producers in responding to needs of insureds.  Assure that actions and services are provided within the policies and procedures of the company.

Essential Duties and Responsibilities include the following.  Other duties may be assigned. 

Ÿ  Oversee daily operation of office, including but not limited to coordination of workflow with underwriters, account representatives, customer service and claims; implementation of company policies/procedures;  performance management review of employees.

Ÿ  Formulate, maintain and distribute agency procedures.

Ÿ  Responsible for departmental operations and staff development.

Ÿ  Develop and implement measurement tools for tracking and monitoring new/renewal workflow.

Ÿ  Oversee weekly staff meetings to communicate pertinent information and discuss new developments/training issues.

Ÿ  Collaborate with insurance providers to establish company procedures, guidelines and underwriting criteria.

Ÿ  Serve as E &O Quality Control Coordinator.

Ÿ  Maintain current working knowledge of dealer/non-dealer accounts and assist where warranted.

Ÿ  Communicate changes in operations to producers and staff.

Ÿ  Coordinates, develops, maintains and tests enhancements to dealer application/presentation.

Competency:

To perform the job successfully, an individual should demonstrate the following competencies: Analytical - Designs work flows and procedures.  Design - Generates creative solutions. Problem Solving - Identifies and resolves problems in a timely manner; Develops alternative solutions.  Project Management - Completes projects on time and budget.  Customer Service - Responds promptly to customer needs; Meets commitments.  Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings .Team Work - Balances team and individual responsibilities; Gives and welcomes feedback; Contributes to building a positive team spirit; Recognizes accomplishments of other team members.  Written Communication - Writes clearly and informatively; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.  Change Management - Develops workable implementation plans; Communicates changes effectively; Prepares and supports those affected by change.  Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Provides recognition for results.  Leadership - Inspires and motivates others to perform well; Accepts feedback from others; Gives appropriate recognition to others.  Managing People - Takes responsibility for subordinates' activities; Makes self available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth.  Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.  Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition.  Cost Consciousness - Works within approved budget; Conserves organizational resources.  Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.  Strategic Thinking - Adapts strategy to changing conditions.  Adaptability - Adapts to changes in the work environment; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.  Dependability - Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.  Initiative - Undertakes self-development activities; Looks for and takes advantage of opportunities.  Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness.  Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Makes timely decisions.  Planning/Organizing - Sets goals and objectives; Develops realistic action plans.  Professionalism - Reacts well under pressure; Accepts responsibility for own actions; Follows through on commitments.  Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality.  Quantity - Completes work in timely manner; Strives to increase productivity.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

Minimum seven years related experience and/or training; or equivalent combination of education and experience.  4 year degree preferred but not required.  Technical experience in insurance and management related matters.  General rating knowledge.  Insurance 21, 22, 23 or a strong working knowledge of all lines.  Willingness to expand insurance knowledge through insurance related and management courses.


Language Ability:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, business correspondence, and procedure manuals.  Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Math Ability:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

 

Reasoning Ability:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with and solve problems involving several concrete variables in standardized situations.

Computer Skills:

Word processing, Spreadsheets, Accounts Receivable, Account Payable, E-mail, Database software.

Certificates and Licenses:

IIA Certification; Insurance Agents License in property, casualty, life and health if warranted.

Supervisory Responsibilities:

Supervises Customer Service and Technical Staff.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually quiet.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand and reach with hands and arms.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision.  Occasional traveling required (car, train and/or plane).

Job Requirements

Education/Experience:

Minimum seven years related experience and/or training; or equivalent combination of education and experience.  4 year degree preferred but not required.  Technical experience in insurance and management related matters.  General rating knowledge.  Insurance 21, 22, 23 or a strong working knowledge of all lines.  Willingness to expand insurance knowledge through insurance related and management courses.

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