Job Description
Client Services Team Lead
Job Summary
Seeking a highly skilled and experienced Client Services Team Lead to join a growing team. This is a newly created position designed to support a current management team and streamline workflows. The ideal candidate will bring a wealth of experience in Commercial Lines (CL) and/or Personal Lines (PL) insurance, as well as proven managerial expertise. This role offers an exciting opportunity to lead and mentor a team while contributing to the success of an organization.
Compensation Package
- Salary Range: $85,000 - $115,000 annually
- Benefits: Comprehensive benefits package provided
Responsibilities
- Lead and manage a team of Account Managers (AMs) in both Commercial Lines and Personal Lines.
- Oversee the quoting of new and renewal business, ensuring accuracy and efficiency.
- Provide mentorship and guidance to team members, fostering a collaborative and high-performing work environment.
- Collaborate with the Director of Account Managers to implement strategies for workflow optimization and team development.
- Utilize EPIC and CSR24 software to manage accounts and streamline operations.
- Ensure compliance with company policies and industry regulations.
- Attend monthly in-office meetings and participate in occasional travel as required.
Qualifications/Requirements
- Minimum of 7+ years of experience in Commercial Lines (CL) and/or Personal Lines (PL) insurance.
- Proven managerial experience leading teams in a professional setting.
- Proficiency in EPIC software; experience with CSR24 is highly preferred.
- Possession of a valid Property & Casualty (P&C) license.
- Strong understanding of account sizes ranging from $1,000 to $500,000.
- Exceptional organizational, leadership, and communication skills.
- Ability to work effectively in a remote environment while maintaining strong team collaboration.
- Willingness to travel to the office at least once a month.
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