Commercial Lines Account Executive / Operations Manager - Blue Lime Insurance Group

Job Description

Company: Blue Lime Insurance Group

Position: Commercial Lines Account Executive/Operation Manager

Who We Are

Blue Lime Insurance Group is an innovative niche insurance brokerage firm, with headquarters in San Antonio and operating across the country.

Blue Lime was born out of the Association Industry with a laser focus on this industry. We are not your typical generalist agency, bogged down by home and auto quotes. We are tailored to protecting community associations and helping community managers by being a trusted risk adviser.

Please read more about our company and insurance product at

Blue Lime is searching for an effective leader to manage, lead, motivate and develop a growing team of insurance professionals. The Operations Manager will be engaged in developing process and ensuring a high-quality service product delivery. Accuracy, team development and customer service are key success factors.

Job Summary

Essential Duties and Responsibilities

• Provides training, coaching and direction to team members while creating an environment that encourages teamwork, commitment, increased productivity, and superior quality.
• Create progress, change, results, and team.
• Coordinate and monitor daily workflow for Service Team.
• Ensures that all deadlines are met, and that daily work is distributed appropriately and that client standards are met on a daily, weekly and monthly basis.
• Ability to strip down current processes, to enhance efficiency
• Ability to utilize problem-solving skills on complex process and efficiency issues for continual improvement.
• Ability to communicate with insurance carriers directly to improve process, when applicable.
• Serves as a resource to others in the resolution of complex problems and issues.
• Assigned reports completed timely and accurately.
• Track efficiencies in agency processes.
• Research and provide feedback of the root cause on processing and quality issues.
• Analyze efficiency problems, make recommendations and make decisions affecting team.
• Provides technical training, direction and quality feedback to team members.
• Coordinates and monitors workflow; provides distribution of work items to team, and becomes active in the workflow when volume necessitates.
• Develop standards and methods for processes and procedures within the company.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
• Positively influences employees, team and departmental morale, engagement and performance.
• Other duties/projects as assigned.

Job requirements

Required Skills And Ability

• Insurance Skills Required (we will not accept applicants without prior insurance experience): At least 5 years agency operations or carrier equivalent (Product or Claims Team leads), General lines license required and in-depth knowledge of claims process (carrier or agency level) and renewal process.
• College Education Preferred or Equal work experience
• Prior Agency Management Software experience – Applied Epic preferred
• Prior Claims and Claims Team Management desired
• Premium financing experience preferred
• Excellent, effective and diplomatic communication skills consisting of oral, written and listening skills.
• Commitment to continual learning as evidenced by attendance at seminars, industry programs as an attendee or guest speaker.
• Ability to train and educate others.
• Collaborative decision-making, relationship building and problem solving skills.
• Ability to draft correspondence and respond to inquiries and client concerns effectively and independently.
• Demonstrated organizational skills and time management abilities.
• Ability to up and cross sell to existing accounts.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
• Working knowledge of Microsoft Office products such as Word, Excel, Power Point and Certificates, Licenses,
• Valid driver’s license required with proof of insurance.

Blue Lime Insurance Highlighted Benefits

We offer a comprehensive package that is more than just a paycheck

• Hybrid Empowerment Plan - Our culture is based on trust. We empower our employees to work in-office and remotely based on the role, requirements of the business, and preference of the employee. Determined after the training phase.
• Recognized as Best Places to Work 15 years in a row!
• Fastest Growing Company - Fast Track 50 in 2020.
• San Antonio-based company.
• Work / Life balance.
• 5 weeks of PTO to allow for rest, travel, family, and your hobbies.
• 40 paid hours per year for community service activities.
• Internal Learning and Development Management System.
• Full suite of benefits includes Medical, Dental, Vision, STD/LTD, Life/AD&D and a 401k program.
• Free medical clinic in-house (in San Antonio office – virtual appointments for other offices).
• Phone and mileage allowance
• Annual Starting Salary - $80,000.00
• Office Location - 17319 San Pedro Avenue, San Antonio, Texas 78232

Blue Lime Insurance is an equal opportunity employer.