Team Lead- Small Business

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.