Essential Responsibilities:

• Collaborate with and lead the Commercial Lines Team Leaders and managers to support and develop high-performing teams.
• Responsible for coaching and leading all direct reports with an emphasis on achieving regional key performance indicators (KPIs).
• Responsible for interviewing, hiring, and training within the region.
• Responsible for regional team structure relative to book size, team development/career path, and perpetuation planning of the various commercial books of business
• Lead monthly meetings/conference calls comprised of team leaders and managers to identify and resolve operational or workflow issues to achieve better consistency and efficiency of operations.
• Disseminate information to participants or to staff as needed.
• Ensure that the EPIC client management system is audited and kept up-to-date and generate reports to guide our client experience.
• Complete other duties as assigned.
• Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA).
• Moderate travel is expected, with overnight stays as deemed necessary.

Minimum Required Skills & Competencies:

• Current P&C license.
• Extensive commercial insurance experience.
• In-depth knowledge of commercial insurance brokerage practices and processes.
• Knowledge of how products and services impact client needs and develop processes to improve quality.
• Strong initiative, leadership, and strategic thinking abilities.
• Ability to work independently and with all levels of the organization.
• Exceptional communication, collaboration, and negotiation skills required to affect change and to build effective working relationships.
• Ability to be a self-starter with strong oral and written communication skills as well as organizational skills.

• Advanced knowledge of general business software and aptitude to learn new applications; proficiency in Microsoft Office (Word, Excel, Outlook).
• Must be able to travel as needed, including overnight stays.

Desired Skills & Competencies:

• Previous management experience.
• Previous working knowledge of Insurance Agency Management software programs, preferably Applied software Epic.
• Industry designations a plus.

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.