Personal Lines Supervisor - Team Lead (Hybrid Charlotte, NC or Remote)
Charlotte, North Carolina, United States
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary: This is a working leadership role, requiring the Supervisor to assist Account Managers within NFP by leading a team of Account Coordinators who provide basic administrative and support functions in their daily routines. The Supervisor leads a team responsible for: endorsements and cancellations for both Private Client Group and Personal Risk. Applicant will network with various teams and regions with NFP to support various service center needs such as but not limited to data-entry, managing policy documentation, various form of internal and external correspondences for policy management, and policy research. The Supervisor will be accountable for work delegation and manage appropriate workload distribution, support staff with training and cross-training as needed, documentation of all worked managed and function as the primary liaison with the AVP Service Center Lead.
Essential Duties and Responsibilities:
- Hire, train and manage competent team members. Mentor the staff to become independent, productive, and service responsive.
- Become acclimated to clients and carrier contacts; attends meetings and calls, build effective relationships as necessary.
- Liaise with a wide range of other departments within NFP – Account Managers, Risk Placement Specialists and Processing
- Ensure requests are being handled accurate and timely and cross-train staff as appropriate.
- Ability for occasional travel.
Knowledge, Skills, and/or Abilities:
- Excellent written, oral communication skills
- Extremely organized and able to communicate at all levels of management and staff
- Able to adapt and structure work duties so all work is completed timely and efficiently.
- Detail oriented, analytical and able to solve problems through logic
- Self-confident to make sound independent decisions.
- Team player, adaptive to mentoring and continual learning
- Must be able to read, analyze and reconcile financial reports
- Must have basic Excel and Word knowledge and be efficient.
Education and/or Experience:
- High School or equivalent required
- Associate’s degree and/or bachelor’s degree preferred
- More than 5 years related insurance and leadership experience and/or a combination of both
Certificates, Licenses, Registration:
- P&C License is required or attained within 120 days of start.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $44,000.00 – $68,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
ApplyJob Profile
Hybrid Hybrid work option Occasional travel
Benefits/Perks401(k) match Competitive salary Discount Programs Exclusive discount programs Health and wellness programs Health & Wellness programs Hybrid work Paid holidays People-first approach Performance-based incentives Performance incentives PTO PTO & Paid Holidays Wellness programs
Tasks- Analyze financial reports
- Assist account managers
- Build client and carrier relationships
- Cross-train staff
- Delegate Work
- Ensure timely service
- Handle correspondence
- Lead team of account coordinators
- Liaise with departments
- Manage endorsements and cancellations
- Manage workload
- Support internal processes
- Support policy documentation
- Train and mentor staff
- Train staff
Adaptability Administrative Support Analytical C Cancellations Communication Correspondence management Cross-training Customer service Data Entry Decision making Detail Orientation Detail oriented Documentation Endorsements Excel Financial Reconciliation Financial report analysis Independent decision-making Insurance Internal and External Communication Internal liaison Leadership Learning agility Mentoring Networking Oral communication Organization People Personal risk Policy Documentation Policy Management Policy Research Private client Problem-solving Relationship building Report Analysis Risk Management Self-confidence Support Functions Team Leadership Teams Teamwork Training Training and Development Word Work Delegation Workload management Work organization
Experience5 years
EducationAssociate's Degree Bachelor's degree Business Equivalent High School High school diploma
Certifications TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9