Small Commercial Solutions Manager

🕒 March 3

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Keystone Agency Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2020

💸 Finance

🤝 B2B

💰 Private Equity Round on 2023-01

Insurance • Finance • B2B

Keystone Agency Partners is a rapidly growing insurance brokerage platform that acquires and partners with independent insurance agencies throughout the United States. The company provides best-in-class services and capital investment to unlock potential and drive profitable growth for its partner agencies. Keystone Agency Partners supports independent insurance agencies by allowing them to maintain their brand identity while benefiting from enhanced resources and strategic support, thereby enabling them to achieve their financial goals and envisioned future.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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