
VP, Personal Lines Manager
- Tampa, FL
- Permanent
- Full-time
- Develop strategic and operating plans outlining how the branch will meet financial targets and successfully implement division initiatives. Monitor and adjust plans throughout the year as needed.
- Monitor and analyze financial results for the branch, agency segments and key agencies to identify trends. Understand what's driving positive trends and spread “what's working” across other agencies. Understand negative trends and create and implement a plan to address.
- Work alongside Product, Underwriting, Risk Consulting and Operations as an active member of the team to:
- Achieve financial goals
- Successfully implement division initiatives
- Develop and execute state and region specific strategies
- Participate in state product and pricing proposals
- Monitor, analyze, report and act on the changing competitive landscape
- Recognize industry trends / issues, their impact on state/local strategies and applying this information where applicable
- Identify local opportunities and obstacles and create and implement accordant plans
- Effectively utilize all available resources to ensure team is operating at optimal level
- Effectively communicate to PRS Regional VP and Branch Manager on branch financial results, what's driving results, and action plans to successfully achieve financial goals and division initiatives
- Develop positive, productive working relationships and partnerships with Branch Manager and Marketing Manager. Effectively engage branch administration to:
- Achieve financial goals
- Successfully implement division initiatives
- Ensure alignment on initiatives and priorities
- Communicate division priorities
- Serve as the senior leader for PRS in the branch and engage in the marketplace by travelling throughout the territory and developing relationships with key agents across the territory
- Ensure staff member consistently and exquisitely execute the Sales Best Practices of branch business plans, agency assessments, agency business plans, large account pipeline management, open daily quote follow-up, documented agency travel, agency tiering, and book management
- Effectively manage the performance of the branch S&D team by:
- Leading the team to achieve strong performance and ensure alignment to business goals
- Creating a work environment that inspires high levels of performance, facilitates teamwork and capitalizes on each individual's strengths and differences
- Identifying the strengths and developmental needs of each team member and creating and executing plans to utilize and build on the strengths, and develop the skill gaps
- Promoting the professional development of the staff by providing coaching, mentoring and educational opportunities as part of a career plan
- Traveling with the team to observe their performance and provide coaching and feedback to improve their skills
- Coaching the staff on effective sales skills as learned in our various sales training seminars. This includes ensuring each staff member has an individual coaching plan.
- Distinguishing amongst levels of performance through pay, recognition and assignments
- Recruiting and oversee training of new staff
- Manage a small book of business as an ARM/ASM/BDM based on business need for tier 1 and 2 agencies. Manage that book using the appropriate S&D skills and tactics to optimize results.
- Recognizing and capitalizing on opportunities
- Distinguishing what results are important with a focus on achieving high-payoff activities and goals
- Challenging self and others to do better without minimizing accomplishments
- Identifying critical success factors to accomplish desired results and develop plans to achieve them
- Ensuring goals and objectives are measurable and focus on goals not activities
- Continually looking for ways to change and improve processes to create improved business results
- Responding well to change
- Handling multiple demands/priorities
- Adapting to best fit with situation at hand
- Handling conflict effectively
- Developing new skills quickly
- Accepting new responsibilities willingly
- Building rapport quickly and finding common ground
- Establishing trust and credibility through timely delivery of commitments
- Leveraging goodwill to gain larger share of wallet
- Allocating resources to maximize business potential
- Analyzing data with the goal of discerning useful information that informs conclusions and supports fact based decision-making
- Responding to, and resolving, inquiries in a timely manner
- Engaging appropriate resources to resolve problems and following through to conclusion
- Simplifying complexity by breaking down issues into manageable parts
- Looking beyond the obvious to get at root cause
- Developing insight into problems, issues and situations
- Possessing a big picture perspective and detailed operational understanding of own area of responsibility
- Employing a disciplined sales process to ensure consistent execution of best practices (agency assessments drive pipeline management, business plans set goals and drive execution of tactics, effective agency travel advances new business activities/results, etc.)
- Effective utilization of Salesforce to view dashboard information, review open opportunities and add updates, run agency financial reports and summarize agency travel
- Intrinsic curiosity paired with effective questioning and active listening skills
- Strong negotiation, leveraging and value-based selling skills
- Communicating effectively and passionately about Chubb/Personal Risk Services
- Successfully persuading, convincing and influencing others on “why Chubb”
- Anticipating and preparing for how others will react and overcome obstacles/resistance
- Leveraging agency relationships to close deals
- Bachelor's degree or equivalent work experience
- Minimum of 8 years of personal lines sales, marketing, underwriting, claims, risk consulting or agency experience
- Experience selling to high net worth clients preferred