SR Team Leader and Operational Partner, Commercial Lines Insurance

Job Description

Job Description

Reports To: Director of Client Services
Classification: Exempt, Full-Time
Focus: Team leadership, operational excellence, analytics, accountability, and growth support
Allocation: 70-80% leadership/operations ; 20-30% key account management
Compensation: $100-$120k Annually 

Position Summary
The Commercial Insurance Team Leader serves as the operational partner to the Producer, driving team performance, workflow coordination, quality control, and growth initiatives. This role translates strategic priorities into actionable plans, develops team talent, ensures operational excellence, and manages a limited portfolio of key or complex accounts.

Key Responsibilities

Leadership & Team Development

• Lead, coach, and coordinate commercial insurance team members.
• Establish priorities, accountability, and service expectations.
• Conduct team meetings, performance reviews, workload assessments, and training discussions.
• Support employee development, engagement, retention, and succession planning.
• Partner with leadership and HR on performance management and training initiatives.

Operations & Quality Management

• Oversee renewals, service activity, workloads, and key deadlines.
• Monitor quality standards, workflow efficiency, and compliance.
• Develop and maintain dashboards, reporting, and performance metrics.
• Identify and resolve operational risks and process improvement opportunities.
• Coordinate resources across departments and external partners.

Client & Account Management

• Manage a select portfolio of complex or strategic commercial accounts.
• Lead renewal planning, coverage analysis, marketing, negotiations, and client meetings.
• Serve as an escalation resource for complex client, carrier, and coverage issues.
• Support client retention, relationship growth, and service excellence.

Producer & Growth Support

• Convert business development goals into coordinated team action plans.
• Create operational capacity for Producers to focus on client relationships and new business.
• Support prospecting, submissions, proposal development, and implementation activities.
• Identify and drive cross-selling, retention, and growth opportunities.

Qualifications

• 5+ years of commercial property & casualty insurance experience.
• Proven leadership experience managing teams, workflows, or complex books of business preferred.
• Active Utah Property & Casualty License.
• Bachelor's degree preferred or equivalent experience.
• Professional designation (CIC, CPCU, CRM, ARM, or similar) preferred.
• Proficiency with agency management systems, Microsoft 365, and reporting tools.

Key Competencies

• Advanced commercial insurance expertise.
• Strong leadership, coaching, and accountability skills.
• Operational and analytical problem-solving ability.
• Excellent communication and relationship management skills.
• Strong organizational skills and attention to detail.
• Collaborative, proactive, and solution-oriented mindset.

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