DCU Insurance Department Manager, Marlborough, MA, Full-Time, Hybrid

Schedule

Mon - Fri: 8 AM - 5 PM (40 Hours)

What You'll Do

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).

Supervisory Responsibility:

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

What You'll Need

• Bachelor's degree preferred.
• Professional designations recommended.
• Property & Casualty, Life, Accident, and Health 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.

What We Do

DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.

DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to careers@dcu.org and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

DCU is not currently offering Visa transfer/ sponsorship for this position.