Team Lead AE- Select

Lamb is the leading commercial insurance broker dedicated exclusively to non-profits & social service organizations nationwide. Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Lamb has been recognized as one of the best places to and we are proud of our culture!

We’re seeking a Team Lead to join our Small Commercial team, responsible for managing a high-performing group of Small Business professionals while also overseeing a personal book of business totaling $5–8M in revenue. This role requires a leader who delivers exceptional client service, drives team performance, and thrives in a fast-paced, evolving environment. The ideal candidate is a confident communicator, highly professional, and adaptable to shifting priorities and client needs.

Key Responsibilities:

Team Leadership & Development

• Manage and mentor Account Managers through regular check-ins, coaching, performance reviews, and constructive feedback.
• Monitor team and individual production, ensuring service quality, trust-building, and client retention/growth.
• Coordinate staffing and scheduling to meet client needs and service requirements.
• Identify performance gaps and take corrective action, including disciplinary steps and coordination with senior management or training.
  
  

Operational Excellence and Client Relationships

• Serve as a direct contact for client accounts, managing day-to-day interactions and resolving routine issues.
• Handle escalations appropriately, involving senior leadership as needed.
• Deliver excellent customer service to a personal book of business while proactively addressing client needs.
• Renew, service, and retain client accounts, managing the full renewal process.
• Coordinate market selections and develop strong relationships with carriers and wholesalers.
• Identify and pursue cross-sell opportunities and handle routine service requests (e.g., COIs, endorsements, billing, audits).
• Foster a collaborative and positive work environment through effective communication.
• Maintain confidentiality and demonstrate professionalism in all interactions.
• Contribute to customer satisfaction and relay competitive intelligence as needed.
• Perform additional responsibilities as required to support clients, team, and organizational goals.
  
  

Qualifications:

• Bachelor’s degree preferred or equivalent education and/or experience in insurance.
• A minimum of 3-5 years of Working knowledge of commercial property/casualty coverages.
• A minimum of 3-5 years of client services experience within the brokerage industry or equivalent.
• A minimum of 3-5 years of management experience.
• Current P&C insurance license.
• Excellent organization, communication, and negotiation skills.
• Understanding of commercial rating concepts, compliance requirements and federal legislation.
• Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs.
• Ability to prioritize heavy workloads and meet all time sensitive deadlines.
• Proficient in Microsoft Office software.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
  
  

Lamb is a proud Equal Opportunity Employer. Lamb is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Lamb will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority