Small Commercial Solutions Manager

🕒 Março 3

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Keystone Agency Partners

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2020

💸 Finanças

🤝 B2B

💰 Private Equity Round em 2023-01

Insurance • Finance • B2B

Keystone Agency Partners é uma plataforma de corretagem de seguros em rápido crescimento que adquire e faz parceria com agências de seguros independentes em todo os Estados Unidos. A empresa fornece serviços de excelência e investimento de capital para desbloquear potencial e impulsionar o crescimento rentável das suas agências parceiras. Keystone Agency Partners apoia agências de seguros independentes, permitindo que mantenham sua identidade de marca enquanto se beneficiam de recursos aprimorados e apoio estratégico, possibilitando-lhes alcançar seus objetivos financeiros e o futuro planejado.

Descrição

• Expand SBS capabilities by integrating automation, AI-supported triage, and digital intake tools. • Design and implement scalable solutions for small commercial servicing in collaboration with carrier strategy, sales enablement, IT, and operations. • Identify opportunities to increase workflow efficiency and reduce manual work. • Translate strategic objectives into actionable implementation plans. • Plan and oversee the transition of accounts into Small Commercial Solutions. • Evaluate program performance and recommend enhancements to improve accuracy, cycle time, and client experience. • Collaborate with operations, transformation, underwriting, service teams, IT, and agency partners. • Work with sales, strategy, and placement teams to support integrated business strategies. • Use data and market insights to evaluate and improve processes. • Represent agency and frontline needs within broader organizational initiatives. • Organize and facilitate stakeholder or field committee meetings. • Serve as a connector across departments to align SBS with organizational goals, performance targets, and operational metrics. • Monitor market trends, carrier appetite, and emerging technologies relevant to small commercial distribution. • Identify and implement automation opportunities based on workflow analysis, technology capabilities, and vendor tools. • Collaborate with Business Analysts to develop business requirements and support system optimization efforts with Operations, vendors, and IT. • Assist with vendor evaluation and management related to small commercial capabilities. • Support the development of standardized workflows that improve accuracy and reduce E&O exposure. • Track project milestones, risks, and dependencies, escalating items as needed. • Maintain project documentation and provide visibility to leadership. • Measure ROI and performance outcomes for SBS initiatives. • Support training efforts to promote adoption of SBS capabilities. • Contribute to creating training materials, job aids, and onboarding plans. • Act as a liaison between end users and solution teams to gather feedback and address needs. • Provide matrixed leadership to cross-functional team members supporting SBS. • Offer guidance and professional development within the SBS team. • Promote a culture that supports continuous improvement and innovation.

🎯 Requisitos

• Bachelor's degree in Business Administration, Insurance, Technology, or a related field. • 10+ years of experience in Commercial Property & Casualty leadership (sales and/or service), including at least 2 years working with small commercial account processes. • Strong understanding of small commercial operations • Strong financial acumen. • Experience leading change and working with diverse stakeholder groups. • Demonstrated project management and system implementation experience. • Strong analytical and problem-solving skills. • Effective communication and interpersonal skills. • Ability to work independently and collaboratively across functions. • Experience with Agile methodologies is preferred. • Ability to travel up to 50% during the first year, and approximately 25% ongoing. • Ability to pass a criminal background check, as permitted by law.

🏖️ Benefícios

• Competitive Salary • Health Insurance Plans (PPO, HSA, Copay Options) • Dental Insurance • Vision Insurance • Company Paid Disability Insurance • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance • 401(k) with Safe Harbor Match • Paid Time Off • Paid Holidays