Monday-Friday, 8-5 (40 hours)

Summary/Objective:

Responsible for the management of DCU Financial Insurance Services, LLC which includes growing the agency and relationships with DCU members while creating profitable growth for the credit union. As a designated producer of the agency, responsible for the supervision of staff and compliance with all applicable laws. Participates as a member of DCU's management team to support the credit union's mission and vision.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Oversee the day-to-day functions of the staff by supervising, coaching, and providing assistance as needed to the Team Leader and entire team. Provide staff with direction and plans linked to agency's business strategy. Working closely with TL to set individual goals for team and agency each year.
• Partner with TL and provide staff with performance management that includes on-going feedback, both positive and opportunity developments. Recommend and implement training activities for staff.
• Work with management to establish the annual budget for DCU Financial Insurance Services, LLC
• Oversee the training on all agency systems including vendor and carrier specific rating, policy inquiry, and vetting new systems or programs.
• Design and implement best practices to promote the growth and efficiency of the agency
• Collaborate with Marketing department and vendors to create promotions to increase productivity
• Responsible for cultivating cross-functional departmental relationships to create awareness and education of insurance services within the credit union
• Cultivating and enhancing a robust Affinity Marketing Plan with our existing Partnerships
• Responsible for ensuring compliance of the agency with all applicable federal and state laws, including establishing policies and procedures to be followed by DCU Insurance personnel
• Responsible for formulating and establishing best practices for compliance with federal and state laws and regulations concerning the sale of personal lines insurance
• Manage the investigation and response to customer complaints and questions
• Ensure timely and proper filing of all agency licensing and reports for federal and state regulatory authorities
• Responsible for managing the insurance referral program, including the design and implementation of training, and reporting with the Branches, InfoCenter, Mortgages and member referrals.
• Manage the oversight of agency procedures, ensuring efficiency and effectiveness. Creating and updating agency process and procedure manual and agency retention table.
• Act as administrator of systems, working with internal support departments and external vendors.
• Oversee the compiled monthly production reports and reporting requests for management for accuracy.
• Work closely with Team Leader for their development and provide educational and compliance opportunities for development.
• Perform other job-related duties as assigned by Managers(s).

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Competencies:

• Must possess an elevated level of initiative and commitment to client service, including the ability to provide a high standard of service to clients through a friendly communication style and professional demeanor.
• Strong knowledge of underwriting, sales, and service
• Exceptional problem solving and organizational skills with ability to prioritize and multi-task.
• A strong work ethic, excellent communication skills, high commitment to confidentiality, strong people skills, and high integrity are necessary
• Ability to analyze, collect, and communicate complex information
• Ability to manage a team and drive results
• Managing financial and other operational details with exceptional follow through, great listening skills, and ability to create systems to avoid mistakes
• Ability to work in a deadline driven environment with minimal supervision
• Shows ability to plan, schedule, direct work of self and others; balances task requirements and individual abilities; organizes materials to accomplish tasks; sets challenging yet achievable goals for self and others.

Education and Experience Requirements:

• Bachelor's degree preferred.

• Professional designations recommended.
• Property & Casualty Producer's license in all jurisdictions within agency's scope of authority.
• 5 to 7 years of management experience in an agency environment preferred.
• Full knowledge of personal lines insurance products and their application.
• Understanding of insurance markets, agency management systems, and procedures.

Supervisory Responsibility:

Responsible for the daily oversight and management of the agency and staff.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers/laptops, phones, copier/scanner, filing, and fax machines. A working knowledge of creating PowerPoint presentations and experience with excel reports and Power BI a plus. We offer a hybrid work model for our DCU Insurance needs.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.

Travel:

Occasional travel to branches for training; conference travel as needed.

Service Excellence: The DCU Way:

All employees are expected to provide service excellence the "DCU Way" through teamwork and by providing quality service to internal and external members, incorporating the Guiding Principles of DCU's culture:

• People come first
• Do the right thing
• Make a difference

Bank Secrecy Act (BSA):

All Credit Union employees are required to complete all BSA related training annually and maintain knowledge of current BSA policies, specifically those related to functions performed within the department and identify and report possible suspicious activity.

We are proud to be a Equal Opportunity Employer/ Protected Veterans/Individuals with Disabilities.

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