Commercial Small Business Team Lead

Primary Responsibilities

Lead and support the day-to-day operation of the Alabama Small Business Unit (SBU).
Coordinate the implementation of national and regional SBU initiatives, processes, and best practices within Alabama.
Coach and mentor team members on workflows, service standards, carrier relationships, and operational best practices.
Facilitate regular statewide team meetings and ongoing communication.
Serve as a liaison between Alabama operations and national SBU leadership.
Review performance metrics and identify opportunities to improve operational efficiency, client experience, carrier engagement, and overall team performance.
Manage marketing and servicing activities for an assigned book of SBU clients.
Desired Qualifications

Strong understanding of commercial insurance products, coverages, and client service practices.
Demonstrated leadership, mentoring, or team coordination experience.
Excellent communication, organizational, and problem-solving skills.
Ability to manage multiple priorities while maintaining attention to detail.
Proven ability to build effective relationships with clients, carriers, and colleagues.
Strong technology skills, including Microsoft Office suite and agency management systems.
Experience working with carrier service centers and carrier technology platforms preferred.
Professional insurance designation (CISR, CIC, CRM, CPCU, or similar) preferred.
Education & Experience

Minimum of seven years of commercial insurance experience required.
Experience servicing and managing commercial small business accounts required.
Active Property & Casualty insurance license required.
Experience with Applied EPIC agency management system strongly preferred.
Bachelor's degree preferred.

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