Personal Lines Team Lead

at  Programmed Insurance Brokers Inc

POSITION OVERVIEW

This role contributes to PIB’s success by providing full- service support to Personal Lines Insurance clients by obtaining,
maintaining, expanding, and servicing our book of business. You will also provide service and support to co-workers as needed
with a focus on relationship building in collaboration with PIB Account Executive and Account Manager teams.

ABOUT US

Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and financial services agency,
established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB
offers unique insurance solutions and custom financial services that empower our clients with real choices. Our personalized
approach, industry expertise, and commitment to integrity have helped us earn and retain our clients’ trust and confidence
over the years.
No matter how small or how large your insurance or financial planning needs are - whether you have a personal or

corporate need - we can help you find an insurance or financial solution that will work for you.

• Wealth Management & Financial Planning
• Commercial Business Solutions
• Group Benefits & Group Retirement Services
• Life Insurance & Living Benefits
• Home & Auto Insurance

QUALIFICATIONS

• 3+ years experience with service and support
• EPIC and Carrier Portals
• Team Lead and coaching experience
• Strong written and verbal communication
• Technical product and industry knowledge
• Trouble shooting and problem solving
• Time management – working within deadlines
• Conflict management
• Attention to detail

• Actively work with team members as an integral contributor to the client satisfaction cycle
• Front line contact to assist clients with all policy reviews and coverage changes
• Maintain and enhance existing book of clients
• Negotiate and plan with client and carrier for optimal retention and satisfaction
• Participate in renewal review in conjunction with the Personal Lines Team(s)
• Capitalize on opportunities and foster leads throughout the service cycle
• Provide guidance and support to all PIB branches coast to coast
• Maintain Epic (BMS) and Internal processes and work flows
• Work with Sales, BD and Operational Change Management Committee to maintain efficient workflow for all

Personal Lines Insurance and key clients including group, association and affinity relationships

• Provide training for existing and new Account Managers on the Operational Processes with all aspects of the

Personal Lines Unit

• Support Account Managers and Junior Account Managers on operational procedures

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