At a Glance
- Tasks: Lead a dynamic team in managing policy sales and driving new business opportunities.
- Company: Join BayCoast Bank, a community-focused institution dedicated to exceptional service and solutions.
- Benefits: Enjoy flexible work options, competitive pay, and opportunities for professional development.
- Why this job: Be part of a supportive culture that values leadership, mentorship, and community impact.
- Qualifications: Must have strong leadership skills, insurance knowledge, and the ability to thrive in a fast-paced environment.
- Other info: This role offers hybrid work flexibility and requires some travel for educational seminars.
The predicted salary is between 42000 - 58000 £ per year.
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This range is provided by BayCoast Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$53,232.00/yr – $70,000.00/yr
Position Title Personal Lines Production Manager
Department: BayCoast Insurance
Level: 107
FLEXIBLE WORK PROGRAM ELIGIBILITY CODE: Hybrid Work (HW), Flextime (FLT), & Compressed Work Week (CWW)
Primary Functions
Responsible for managing policy sales and overseeing the sales and remarketing team including setting and monitoring sales goals, facilitating the professional development of the team. Develop and implement New Business opportunities. Demonstrates leadership skills and continually leads by example. Actively supports and incorporates company mission and core values into daily activities.
Major Responsibilities
- Assist Personal Lines producers and production assistants regarding individual underwriting situations including questions with coverage and procedures.
- Manages and works closely with the remarket team and account managers to retain clients within the agency.
- Sets and monitors sales objectives
- Participates in New Business opportunities.
- Participates in reviewing, remarketing, and cross selling existing business.
- Provide sales strategies, feedback, and marketing plans, while keeping up to date with industry changes and developments.
- Reviews quotes from the Personal Lines staff to assist with accurately quoting, upselling, and closing the sale.
- Manage, monitor, and participate in quoting accounts in the pipeline to ensure prompt turnaround time for the producers.
- Conduct account reviews on individual book of business – Complete account reviews and contact clients via phone. Call 100% of personal clients to review and retain their business. This entails:
- Call to offer an account review
- Verify contact information
- Review potential discounts and coverage gaps, including lines of business not written with the agency
- Cross-Sell and upsell when appropriate.
- Attend and facilitate PL sales meetings and prepare meeting agendas and reports.
- Audit Staff to ensure procedures are followed and information is inputted into the agency management system accurately and correctly.
- Maintains electronic and/or paper files in an orderly, up-to-date manner with full policy detail, and use Applied Epic for all notes and activities.
- Attends appropriate internal and external meetings relating to banking, the mortgage department, and insurance.
- Attends and participates in offsite branch events or insurance related seminars.
- Works with marketing and management to develop and monitor campaigns.
- Organizes, facilitates, and participates in meetings with process improvement teams.
- Reviews and updates procedures for the department annually or as needed.
- Handles Employees Timecards and vacation requests.
- Conducts annual reviews of employees on the PL Production Team.
- Organizes meetings with Insurance Carrier representatives and staff to keep abreast of changes with the company and within the industry.
- Orders office supplies as needed and is the liaison when issues arise with office equipment.
- Manages the monthly checking account for the branch and sends to accounting.
- Manages and tracks Salesforce cases and leads coming in from our website and marketing sources, and distributes them to the team.
- Tracks sales production and monitors performance by calculating the success ratio for the producers.
- Embraces the Bank’s commitment to Solutions by seeking and recognizing opportunities to refer new business to different areas of the Bank, BayCoast Insurance, Plimoth Investment Advisors, BayCoast Mortgage Company, Teamwork Funding, and Priority Funding.
- Behavior and performance align with the guiding principles and purpose that define the organization’s mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude).
- Performs additional duties at management’s request.
Qualifications
- Solid understanding of agency procedures, insurance policies, and insurance products. Ability to provide mentorship and strong leadership qualities. Excellent interpersonal skills, and attention to detail.
- Has the ability to perform multiple tasks in complex, fast paced, working environment.
- Possesses above average computer skills.
- Has knowledge and experience necessary for independent decision-making ability.
- Must be licensed per state requirements.
- Attend educational seminars. Some travel may be required. May work at any branch location
as needed.
Office Equipment/Software Used
Windows-based desktop computer; Intra-office network; Internet access; e-mail-internally and externally with carriers and with prospects/clients/others, Agency Management System and related programs, Applied Epic, , ET File, Excel, Microsoft Word, Microsoft Teams, Insurance Carrier websites, Outlook, Comparative Rating Software- Singlepoint and Vertafor, RMV website, MVR, credit report, clue report software/website.
Telephone; fax; copier; printer, scanner.
Physical/Work Condition Requirements
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or travel.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Marketing, Public Relations, and Writing/Editing
-
Industries
Banking
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PERSONAL LINES PRODUCTION MANAGER employer: BayCoast Bank
Contact Detail:
BayCoast Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PERSONAL LINES PRODUCTION MANAGER
✨Tip Number 1
Familiarise yourself with BayCoast Bank's mission and core values. During your interactions, whether in interviews or networking, demonstrate how your personal values align with theirs. This shows that you're not just looking for a job, but are genuinely interested in contributing to their culture.
✨Tip Number 2
Network with current employees or industry professionals who have experience in personal lines insurance. They can provide insights into the company culture and expectations, which can help you tailor your approach when discussing your fit for the role.
✨Tip Number 3
Stay updated on the latest trends and changes in the insurance industry. Being knowledgeable about current events and innovations will allow you to engage in meaningful conversations during interviews and demonstrate your commitment to professional development.
✨Tip Number 4
Prepare specific examples from your past experiences that showcase your leadership skills and ability to manage teams effectively. Highlighting these instances will help you stand out as a candidate who can fulfil the responsibilities of the Personal Lines Production Manager role.
We think you need these skills to ace PERSONAL LINES PRODUCTION MANAGER
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Personal Lines Production Manager position. Understand the key responsibilities and qualifications required, so you can tailor your application accordingly.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise your leadership abilities, sales experience, and knowledge of insurance policies, as these are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are a great fit for the Personal Lines Production Manager position. Use specific examples from your past experiences to demonstrate your leadership and sales skills.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential for the role.
How to prepare for a job interview at BayCoast Bank
✨Understand the Role Thoroughly
Before your interview, make sure you have a solid grasp of the Personal Lines Production Manager role. Familiarise yourself with the responsibilities listed in the job description, such as managing policy sales and overseeing the sales team. This will help you articulate how your skills align with the position.
✨Showcase Leadership Skills
As this role requires strong leadership qualities, be prepared to discuss your previous experiences in leading teams. Share specific examples where you set goals, mentored team members, or facilitated professional development, demonstrating your ability to lead by example.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Prepare scenarios related to underwriting situations or client retention strategies, and explain how you would handle them. This will showcase your practical knowledge and readiness for the challenges of the role.
✨Align with Company Values
BayCoast Bank emphasises its mission and core values. During the interview, express how your personal values align with theirs, particularly regarding exceptional service and community solutions. This will demonstrate your commitment to the organisation's ethos and your potential fit within their culture.