DESCRIPTION

As a pivotal member of our organization, the chosen candidate will
collaborate closely with key leaders, reporting to the SVP of Operations while working in tandem with the P&C
leadership team. This role presents an exciting opportunity for professional growth and development in a fast-
paced environment.
Your duties will be to direct and lead the service team to build a top performing service platform with a principal
focus on commercial property and casualty for the automotive dealerships.

SKILLS, KNOWLEDGE AND EXPERTISE

• Bachelor’s Degree in Business, Insurance, Risk Management, or a related field (an advanced degree like an

MBA can be a plus).

• Relevant industry certifications such as CPCU (Chartered Property Casualty Underwriter), ARM (Associate

in Risk Management), or CIC (Certified Insurance Counselor).

• 10+ years of experience in the P&C insurance industry, preferably with a focus on the auto dealership

sector or commercial lines.

• 5+ years of leadership experience in managing teams, driving strategy, and achieving growth in a

brokerage setting.

• Excellent communication and interpersonal skills.
• Ability to work collaboratively in a fast-paced environment.
• Outstanding communication and organizational skills.
• High level of integrity.
• Strong leadership and interpersonal skills.
• Excellent problem-solving and conflict resolution abilities.
• Proficiency in process improvement and project management.
• Experience in client relationship management and team dynamics.
• Ability to work in office 3 days a week.

• Build a cohesive and high-performing service team aligned with BDA’s mission and values.
• Hire, train, and manage client service personnel.
• Create and maintain training programs for both the client service team and sales team.
• Foster a positive culture within the service team.
• Collaborate with internal teams (Accounting, Business Analysts, HR) to streamline internal processes and

improve efficiency.

• Assist the account service team in resolving client issues during the policy period.
• Act as a liaison between the sales team and account servicing team.
• Collaborate with sales leadership to enhance processes and efficiencies.
• Actively develop and implement policies and procedures to enhance team efficiency.
• Maintain and strengthen relationships with carriers and underwriters.
• Monitor policy expirations and ensure timely processing of renewals.
• Ensure partners receive accurate and high-quality data for quoting purposes.
• Oversee compliance with all regulatory requirements and ensure adherence to industry standards.
• Respond to client inquiries, addressing issues that escalate beyond the account service team.
• Enhance client satisfaction and service delivery through effective leadership and operational excellence.
• Provide strategic and tactical insights to maximize customer relationships and enhance service delivery.
• Develop and enforce SOPs and timelines to ensure all guidelines are met consistently.
• Manage expenses and overhead for Property & Casualty operations.