Commercial Lines Team Lead

This is a fully remote position, open to applicants in New York.

📋 Description

• Lead, mentor, and guide Commercial Lines Account Managers by offering coaching, training, and support to enhance professional development and ensure consistent service delivery.

• Oversee and manage a designated portfolio of commercial insurance accounts, including renewals, policy modifications, coverage assessments, and intricate client service requirements.

• Act as an escalation point for complex client inquiries, coverage-related questions, and negotiations with carriers, ensuring prompt and effective resolutions.

• Establish and reinforce service standards, workflow expectations, and best practices to foster operational consistency and enhance client satisfaction.

• Assist with the onboarding, training, performance management, and continuous development of Commercial Lines team members.

• Monitor team workloads and productivity, aiding in the balance of assignments to ensure that service level expectations are consistently achieved.

• Analyze reports and quality metrics to identify trends, enhance processes, and support ongoing operational improvements.

• Cultivate and maintain strong relationships with clients, carrier partners, Producers, and internal stakeholders.

• Support carrier relationships, assist with potential E&O matters, and provide operational coverage during the absence of team members as necessary.

• Ensure accurate documentation within the agency management system and adherence to agency procedures and industry standards.

• Stay updated on commercial insurance products, carrier guidelines, underwriting practices, and industry trends through continuous professional development.

⛳️ Requirements

• 3-5 years of experience in Commercial Lines insurance, including responsibilities in commercial account management.

• Previous experience in leadership, supervision, mentoring, or team leading is preferred.

• An active Property & Casualty insurance license is required.

• In-depth understanding of Commercial Lines insurance products, coverages, underwriting principles, and policy servicing practices.

• Familiarity with agency management systems, preferably Applied Epic, and proficiency in Microsoft Office Suite.

• Demonstrated ability to forge strong relationships with clients, carrier partners, and internal teams while providing outstanding customer service.

• Strong leadership, organizational, and problem-solving capabilities with the ability to coach, mentor, and develop team members.

• Exceptional written and verbal communication skills.

• Capacity to handle multiple priorities and deadlines in a fast-paced environment while maintaining a keen attention to detail.

• Self-driven with the ability to work independently while contributing to a collaborative, team-oriented atmosphere.

🏝️ Benefits

• Medical, Dental, and Vision Benefits

• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs

• Company paid Short-Term Disability, Long-Term Disability, and Group Term Life

• Company paid Employee Assistance Program

• Paid Parental Leave

• Paid holidays

• Personalized PTO

• 401 (k)