Patriot Growth Insurance Services, LLC logo
Patriot Growth Insurance Services, LLC

Growth Capital for America's Best Insurance Agencies

Commercial Lines Team Lead

Team LeadGeneralFull TimeRemoteSeniorTeam 1,001-5,000Since 2019H1B No SponsorCompany SiteLinkedIn

Location

New York

Posted

15 hours ago

Salary

$120K - $130K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Commercial Lines Team Lead

Patriot Growth Insurance Services, LLC

• Lead, mentor, and support Commercial Lines Account Managers by providing coaching, training, and guidance to promote professional growth and consistent service delivery. • Manage and service a designated portfolio of commercial insurance accounts, including renewals, policy changes, coverage reviews, and complex client service needs. • Serve as an escalation point for complex client issues, coverage questions, and carrier negotiations, ensuring timely and effective resolution. • Establish and reinforce service standards, workflow expectations, and best practices to promote operational consistency and client satisfaction. • Assist with onboarding, training, performance management, and ongoing development of Commercial Lines team members. • Monitor team workloads and productivity, helping balance assignments and ensure service level expectations are consistently met. • Review reports and quality metrics to identify trends, improve processes, and support continuous operational improvement. • Develop and maintain strong relationships with clients, carrier partners, Producers, and internal stakeholders. • Support carrier relationships, assist withpotential E&O matters, and provide operational coverage during team member absences as needed. • Maintain accurate documentation within the agency management system and ensure compliance with agency procedures and industry standards. • Stay informed on commercial insurance products, carrier guidelines, underwriting practices, and industry trends through ongoing professional development.

Job Requirements

  • 3-5 years of Commercial Lines insurance experience, including commercial account management responsibilities.
  • Previous leadership, supervisory, mentoring, or team lead experience preferred.
  • Active Property & Casualty insurance license required.
  • Comprehensive knowledge of Commercial Lines insurance products, coverages, underwriting principles, and policy servicing practices.
  • Experience with agency management systems, preferably Applied Epic, and proficiency with Microsoft Office Suite.
  • Proven ability to build strong relationships with clients, carrier partners, and internal teams while delivering exceptional customer service.
  • Strong leadership, organizational, and problem-solving skills with the ability to coach, mentor, and develop team members.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining exceptional attention to detail.
  • Self-motivated with the ability to work independently while contributing to a collaborative, team-oriented culture.

Benefits

  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
  • Company paid Short-Term Disability, Long-Term Disability and Group Term Life
  • Company paid Employee Assistance Program
  • Paid Parental Leave
  • Paid holidays
  • Personalized PTO
  • 401 (k)

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