The Jonus Group Engagement Hub

Commercial Insurance Team Lead

Woodland, CA

Permanent

Full-time

Job ID:

158286

Published date:

08/04/2026

Summary

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.

#LI-CD3

Job Summary

Seeking a highly skilled and experienced Commercial Account Executive/Senior Account Manager to join a dynamic team. This role involves managing a diverse portfolio of middle-market commercial accounts, fostering strong client relationships, and ensuring seamless service delivery. The ideal candidate will have a proven track record in commercial insurance, exceptional organizational skills, and the ability to take ownership of a book of business.

Compensation Package

Salary Range: Up to $90,000 (SC) / Up to $110,000 (GA)
Benefits: Comprehensive benefits package

Responsibilities

Manage a book of business with account sizes ranging from $50,000 to $600,000 in premium, focusing on middle-market accounts.
Build and maintain strong client relationships, ensuring high levels of satisfaction and retention.
Handle renewals, endorsements, and other account servicing tasks using AMS360 and ImageRight systems.
Collaborate with producers and internal teams to quote new and renewal business.
Take ownership of the book of business, proactively addressing client needs and ensuring seamless service delivery.
Utilize technology and internal resources to streamline processes and improve efficiency.
Participate in multi-step interview processes and onboarding to ensure cultural fit and alignment with team goals.

Qualifications/Requirements

Experience: Minimum of 7 years in commercial insurance, with a focus on middle-market accounts.
Licenses/Certifications: Active Property & Casualty (P&C) license required; CPCU or CIC designation preferred.
Technical Skills: Proficiency in AMS360 and ImageRight systems; strong familiarity with quoting, renewals, and endorsements.
Industry Knowledge: Experience with generalist accounts, real estate, construction, churches/non-profits, and coastal HOAs is highly desirable.
Soft Skills: Strong organizational skills, proactive problem-solving abilities, excellent communication, and a client-focused mindset.
Education: Bachelor’s degree preferred but not required.

#LI-RM10

Job Summary

Seeking a dynamic and forward-thinking leader to drive strong and sustainable growth. As the Associate Managing Director, you will lead, develop, and oversee the overall performance. This role is pivotal in shaping the strategic direction and profitability of multiple underwriting books while managing an individual binding production portfolio. With a balanced focus on leadership and production underwriting, you will dedicate approximately 50% of your time to management responsibilities and 50% to production underwriting and client management.

Compensation Package

Competitive Compensation: Base salary with bonus earning potential.
Work-Life Balance: Flexible and hybrid work options.
Professional Development: Employer-paid continuing education, certifications, designations, and licenses.
Health & Welfare Benefits: Comprehensive medical, vision, and dental coverage.

Responsibilities

Lead and manage the Charleston office team, including underwriters, broker producers, and support staff.
Drive the dynamic growth of a highly successful and consistently profitable company.
Oversee team performance management, including training, mentoring, and talent retention.
Attract and retain top talent through effective hiring and promotion strategies.
Define and implement successful sales and marketing strategies.
Build and maintain strong relationships with retail agents and underwriter/broker producers.
Manage the office's Profit & Loss and ensure alignment with corporate goals.
Partner with corporate headquarters to ensure seamless operations and support.
Supervise adherence to underwriting guidelines, corporate policies, and compliance standards.
Oversee office operations, ensuring consistency and quality in processes such as new business opportunities, renewals, marketing, training, and staffing.
Build, maintain, and grow a book of business in either Commercial or Personal Lines.
Rate, quote, and bind risks to determine acceptability, coverage, and pricing for large or complex renewals and new business.

Qualifications/Requirements

Bachelor’s degree or equivalent combination of education and experience.
Minimum of 3 years of experience as a sales team leader, including direct management experience.
At least 5 years of multi-line underwriting/production experience, with excess & surplus experience preferred.
Demonstrated ability to lead, influence, and motivate a team.
Proven ability to develop and manage strong relationships with clients, carriers, and third parties.
Proficiency in sales and marketing strategies.
Strong organizational skills with exceptional attention to detail.
Insurance license, CPCU, CIC, or comparable designations preferred.

#LI-JB1

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