Job Description

Client Services Team Lead

Job Summary

Seeking a highly motivated and experienced Client Services Team Lead to join a growing team. This is a newly created position designed to support to Service Manager in overseeing and enhancing the performance of Client Services team. The ideal candidate will bring a wealth of experience in Commercial Lines and/or Personal Lines, along with proven managerial expertise.

Compensation Package

• Salary Range: $85,000 - $115,000 annually, commensurate with experience.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

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 for accounts ranging from $1,000 to $500,000.
• Collaborate with the Service Manager to ensure the efficient operation of the department.
• Act as a mentor and resource for team members, providing guidance and support as needed.
• Utilize EPIC and CSR24 software to manage workflows and ensure seamless client service delivery.
• Participate in monthly in-office meetings and occasional travel as required.
• Contribute to the development and implementation of best practices to enhance team performance and client satisfaction.

Qualifications/Requirements

• Experience: Minimum of 7+ years in Commercial Lines and/or Personal Lines, with at least 2 years in a managerial role.
• Licenses/Certifications: Property & Casualty (P&C) license required.
• Technical Skills: Proficiency in EPIC software is highly preferred; familiarity with CSR24 is a plus.
• Soft Skills:
  • Strong leadership and team management abilities.
  • Excellent communication and interpersonal skills.
  • Problem-solving mindset with a proactive approach.
  • Ability to adapt to a dynamic and fast-paced environment.
  • High level of organization and attention to detail.
• Education: Relevant educational background preferred but not required.

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