Insurance Team Lead

Job Description

Job Description

Legacy Insurance Group is looking for a dedicated and inspiring Insurance Team Lead to join our vibrant team in Manassas, Virginia. If you're passionate about insurance sales and have a knack for guiding others to success, this could be your perfect next step. We believe in building lasting relationships, both with our clients and within our team, and we're searching for someone who shares that vision. In this role, you won't just be managing; you'll be a coach, a mentor, and a key player in shaping our sales success. You'll have the opportunity to make a significant impact by empowering our sales professionals, refining our strategies, and ensuring our clients continue to receive the exceptional service they expect from Legacy Insurance Group. Come grow with us and help lead our team to new heights in the heart of Manassas!

Responsibilities

Leadership & Team Development

• Lead, coach, mentor, and motivate a team of Account Managers and/or Customer Service Representatives.
• Foster a positive, collaborative, and high-performance culture built on accountability, professionalism, and continuous improvement.
• Conduct regular one-on-one coaching sessions to develop technical knowledge, communication skills, and overall performance.
• Recognize employee achievements and celebrate team successes.
• Identify future leaders and assist in succession planning.

Performance Management

• Monitor individual and team productivity, service levels, and performance metrics.
• Conduct regular performance reviews and provide timely, constructive feedback.
• Hold team members accountable for agency standards, KPIs, and service expectations.
• Develop performance improvement plans when necessary.
• Assist management with employee evaluations and development plans.

Training & Onboarding

• Train and onboard new employees on agency procedures, systems, and best practices.
• Coordinate ongoing training for carrier updates, coverage knowledge, sales techniques, and customer service excellence.
• Ensure employees remain current on underwriting guidelines and insurance products.
• Promote continuous learning and professional development.

Daily Operations

• Oversee daily workflow and ensure work is distributed efficiently across the team.
• Monitor workloads, priorities, and service turnaround times.
• Ensure policies, endorsements, renewals, claims support, and client requests are handled accurately and promptly.
• Remove operational bottlenecks and assist employees in managing competing priorities.

Client Service Excellence

• Ensure every client receives a consistent, exceptional customer experience.
• Assist team members with complex coverage questions, difficult client situations, escalated service issues, and retention efforts.
• Support negotiations and help resolve high-priority client concerns.
• Monitor customer satisfaction, retention, and service quality metrics.

Sales & Business Development

• Support producers and service staff in achieving agency growth goals.
• Coach team members on cross-selling, account rounding, referrals, and client retention strategies.
• Help identify opportunities to improve revenue while delivering superior protection for clients.
• Encourage proactive annual reviews and coverage consultations.

Quality Assurance

• Review files for accuracy, completeness, and compliance.
• Perform quality assurance audits on policy servicing activities.
• Ensure documentation standards are consistently followed.
• Monitor adherence to agency procedures and service standards.

Compliance & Risk Management

• Ensure compliance with carrier guidelines, state insurance regulations, licensing requirements, and agency policies.
• Promote ethical business practices and professional conduct.
• Help reduce Errors & Omissions (E&O) exposure through proper documentation and quality control.
• Reinforce agency compliance initiatives and best practices.

Communication & Collaboration

• Serve as the primary liaison between frontline staff and management.
• Communicate agency initiatives, procedural changes, and carrier updates.
• Participate in leadership meetings and contribute ideas for improving agency performance.
• Encourage open communication, teamwork, and knowledge sharing.

Process Improvement

• Identify opportunities to improve workflows, efficiency, and customer experience.
• Recommend process enhancements and operational improvements.
• Assist with implementing new technologies, automation, and agency procedures.
• Help develop standard operating procedures (SOPs) and best practices.

Decision Support

• Assist managers with staffing recommendations, scheduling, and resource planning.
• Provide insight into employee performance and development opportunities.
• Support strategic planning and execution of departmental goals.
• Help management identify trends affecting productivity, retention, and service quality.

Requirements

• Valid Virginia Property & Casualty Insurance License (Required).
• Minimum of 3 years of experience in insurance sales, with a proven track record of success.
• Demonstrated experience in leadership or supervisory roles within an insurance sales environment.
• Exceptional communication, interpersonal, and presentation skills.
• Proficiency in CRM software and standard office productivity suites.
• Strong understanding of insurance products, underwriting, and regulatory compliance.
• Ability to motivate and mentor a sales team.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Hands on Training