Insurance Service and Retention Manager

Description

Summary:

This position leads forward-facing Insurance colleagues who are responsible for service and sales support for Commercial Property and Casualty (COM), Employee Benefits (EB) or Personal Lines Property and Casualty (PL) business lines in Huntington Insurance. The leaders in these roles drive our client retention efforts and are responsible for the management of all activities for their functions/area. This position manages well trained and technical staff, and the leader needs to understand their respective business (COM, EB or PL) at a high level. Sales support is crucial, and this leader must develop and maintain high-value relationships with their respective Sales leaders and producers.

Duties and Responsibilities:

  • Coaching, development and leadership with colleagues -
    • Coach colleagues on client care best practices, relationship management, revenue and sales growth opportunities and tactics for superior client retention results.
    • Mentor and motivate colleagues to achieve and maintain high performance levels.
    • Develop colleagues by encouraging education, on-going training and professional development.
    • Monitor and manage colleague productivity and quality.
    • Provide guidance, training and support for new colleagues.
    • Communicate and coach to performance objectives that align with our business objectives.
    • Work with HR, industry connection and your own network to consistently find top talent for open positions in the department.
  • Partner with Sales on Client Acquisition, Retention and Issue Resolution -
    • Drive client retention efforts incorporating sales and business line subject matter experts.
    • Assist with new business proposals and prospecting to help achieve new sales.
    • Develop high-value relationships with sales management and producers to help drive new sales and client retention.
    • Problem solve and handle client issues and escalations using listening skills, industry knowledge and resourcefulness.
    • Use experience on current client issues to reduce future issues through coaching and process improvement.
    • Have strong presentation and command skills to participate in client and RFP presentations for new business and retention opportunities.
  • Strategy Acceleration and Execution -
    • Full understanding of department, business line and client sales/retention strategy.
    • Ability to provide input and improvement based on their experience and industry knowledge
    • Ability to translate strategy to colleagues and ensure all team members understand their importance to client and business success.
    • Ability to execute our client sales and retention strategies.
    • Focus on execution of strategy elements and priorities in the team.
    • Proficient using Microsoft Office tools – Excel, Word and PowerPoint.
  • Industry Thought Leadership -
    • Maintain business-line expertise through self-development, involvement with industry sources and participation in carrier and vendor educational opportunities.
    • Be able to demonstrate industry knowledge to clients in a way that builds credibility for Huntington Insurance.
    • Be effective at sharing your knowledge and insights to help team members and other colleagues grow.
    • Policies, Procedures and Risk Management -
    • Ensures that colleagues are following established procedures.
    • Work with peers and colleagues to find ways to improve processes. Be a part of continuous improvement activities.
    • Comply with all agency and corporate policies.
    • Adhere to legal and regulatory requirements.
    • Adhere to compliance requirements on an on-going basis.
    • Maintain knowledge of risk-related changes that could impact assigned work functions.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor’s Degree
  • 7+ years of business line experience (Commercial P&C, Employee Benefits or Personal Lines P&C)
  • 3+ years of management experience
  • For Commercial P&C and Personal Lines P&C - must be Property and Casualty licensed within 90 days of hire.
  • For Employee Benefits - must be Life and Health licensed within 90 days of hire.

Other:

  • Travel for Client and Regional needs as well as Insurance Service and Ops leadership in-person meetings. Should be 10% of the time on average 

Preferred Qualifications:

  • Industry education and designations in the appropriate business line (Commercial P&C, Employee Benefits or Personal Lines P&C)
  • Ability to effectively manage in-person and remote colleagues


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.