Personal Lines Team Leader

Personal Lines Team Leader Ansay & Associates is a family owned insurance agency making a difference in our community with a mission to help our clients secure, protect and grow their version of the American Dream. Our culture creates a value-driven, innovative, and fun environment in which our employees feel valued and respected, and inspired to provide client support that has built a strong value and reputation in our communities. Position Summary The Personal Lines Team Lead is responsible for overseeing and supporting the daily operations of the personal lines service team within the Eau Claire region. This role ensures that team members deliver exceptional client service, adhere to company policies and procedures, and meet performance goals. The Team Lead serves as a resource for escalated issues, provides mentorship and training, and works closely with management to improve processes and drive team success. Key ResponsibilitiesSupervise and support personal lines account managers and service staff in multiple offices, ensuring efficient workflow and high-quality service. Act as a point of escalation for client concerns, complex coverage questions, and carrier communications. Monitor workload distribution, productivity, and service standards, adjusting assignments as needed to meet deadlines and client expectations. Provide training, coaching, and ongoing development to team members to enhance performance and knowledge. Conduct regular team meetings to communicate updates, reinforce best practices, and foster collaboration. Partner with management to develop and implement process improvements that increase efficiency and client satisfaction by using technology and innovative solutions Offer technical expertise to Personal Lines staff, including customer interactions, workflows and in our CMS. Track team performance metrics, identify areas for improvement, and provide feedback to staff and leadership. Ensure compliance with all regulatory requirements, carrier guidelines, and company procedures. Implement agency systems, policies, and procedures Foster and lead new business opportunities into the Personal Lines department, including cross-selling, up-selling, account rounding and through other strategic partnerships Assist with interviewing and evaluating team members as needed. Qualifications5+ years of experience in personal lines insurance, with strong knowledge of coverages, carriers, and processes. Previous experience mentoring or leading a team preferred. Active Property & Casualty license required. Strong organizational skills with the ability to manage multiple priorities. Excellent interpersonal, communication, and problem-solving skills. Proficiency in agency management systems and Microsoft Office Suite. High attention to detail and commitment to accuracy. Key CompetenciesLeadership and coaching ability Customer service orientation Results-driven and solution-focused Strong analytical and decision-making skills Team collaboration and accountability Ansay & Associates offers a robust benefits package including health coverage, 401(k) matching, paid volunteering hours, tuition reimbursements, on-site continued education and training, wellness incentives - and more!