Regional Service Director – Commercial Lines

Job not on LinkedIn

🔥 46 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $80k - $90k / year

⏰ Full Time

🔴 Lead

👔 Director

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NavSav Holdings LLC

WebsiteLinkedInAll Job Openings

- employees

📋 Description

• Support the Commercial National Service Director in leading regional service operations for your assigned hubs, either FL/GA or MI/TX. • Provide day-to-day support, guidance, and leadership to approximately 20 Commercial Account Managers/Executives. • Help ensure regional service teams meet retention goals, renewal expectations, client service standards, and internal workflow requirements. • Assist with client escalations, including researching issues, coordinating with internal team members, communicating with clients when needed, and ensuring timely resolution. • Monitor upcoming renewals to help ensure clients are being contacted proactively, renewal timelines are being followed, and coverage conversations are happening in advance of expiration dates. • Reinforce expectations around renewal calls, client touchpoints, documentation, cross-selling opportunities, and follow-through. • Help identify and support cross-sell opportunities during the renewal process, including additional lines of coverage, coverage gaps, and account rounding opportunities. • Maintain and service an assigned book of Commercial Lines business while also serving as a regional leadership resource. • Train new hires on Commercial Account Manager workflows, including Applied Epic procedures, renewal workflows, client communication standards, documentation requirements, service timelines, and internal handoffs. • Provide refresher training and ongoing coaching to existing team members on service processes, CAM workflows, renewal execution, documentation, escalation handling, and client care expectations. • Serve as a regional point of contact for workflow questions, service issues, account handling guidance, billing questions, carrier follow-up, and process clarification. • Partner with the National Service Director to identify training gaps, service inconsistencies, process improvement opportunities, and recurring regional issues. • Support quality control by helping ensure files are properly documented, activities are completed, renewal workflows are followed, and client interactions are recorded appropriately. • Collaborate with Account Executives, Account Managers, producers, accounting, carrier partners, and leadership to support smooth client service delivery. • Help create a culture of accountability, teamwork, responsiveness, professionalism, and continuous improvement across the regional Commercial Lines team.

🎯 Requirements

• Active Property & Casualty Insurance License required. • 7+ years of Commercial Lines insurance experience, preferably in account management, client service, operations, or service leadership. • Strong understanding of Commercial Lines workflows, renewal processes, client service standards, carrier communication, certificates, endorsements, policy checking, billing, and documentation expectations. • Experience supporting or leading Commercial CSRs, Account Managers, Account Executives, or service team members. • Ability to balance leadership responsibilities with servicing an assigned book of business. • Experience handling client escalations, complex service issues, renewal concerns, billing questions, and coverage-related client conversations. • Strong knowledge of Commercial Account Manager workflows and the ability to train new hires on processes, systems, and service expectations. • Experience with Applied Epic is strongly preferred. • Strong communication skills with the ability to coach team members, communicate with clients, collaborate with leadership, and provide clear direction. • Ability to hold team members accountable while maintaining a supportive, positive, and solutions-focused leadership style. • Strong organizational skills with the ability to manage multiple priorities, monitor renewals, follow up on escalations, and keep service items moving forward. • Strong attention to detail, especially related to documentation, renewal timelines, client communication, and service execution. • Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint. • Willingness to travel occasionally between assigned regional hubs for meetings, training, team support, and business needs.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Professional development opportunities