Growth Capital for America's Best Insurance Agencies
Commercial Lines Team Lead
Location
New York
Posted
15 hours ago
Salary
$120K - $130K / year
Seniority
Senior
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)
Related Guides
Related Categories
Related Job Pages
More Team Lead Jobs
• Lead day-to-day MDR operations, overseeing case queues, analyst workloads, SLA performance, escalations, and resource allocation to ensure consistent service delivery. • Guide and review incident investigations, validating findings, assessing business impact, recommending response actions, and ensuring appropriate escalation management. • Serve as a key point of coordination during customer and internal escalations, providing clear updates, risk assessments, recommendations, and resolution plans. • Coach, mentor, and develop MDR analysts through case reviews, feedback, skills development, and performance management. • Conduct quality reviews of investigations, customer communications, documentation, and calls to drive operational excellence and continuous improvement. • Analyse operational metrics and dashboards to identify trends, risks, capacity constraints, and opportunities to improve service quality, efficiency, and customer outcomes. • Develop and maintain SOPs, playbooks, workflows, and knowledge-base content to improve consistency and operational readiness. • Provide technical leadership in intrusion analysis, incident response, digital forensics, malware investigations, and threat hunting activities. • Lead response efforts during significant security incidents, ensuring effective coordination, decision-making, and ownership through resolution. • Stay current on threat actor tactics, techniques, and procedures (TTPs), leveraging threat intelligence to enhance investigations, detections, and response capabilities. • Partner with Engineering, Labs, and Content teams to improve detection quality, reduce false positives, and address recurring investigation gaps.
• Be the driving force behind the performance, compliance, and energy of your remote team • Deliver a superior customer experience through meticulous performance management and high-impact coaching • Meticulously monitor performance dashboards, queue health, and individual agent output to ensure strict adherence to KPIs (e.g., SLA, CSAT, Quality Score) and SOPs • Implement a high-energy, structured coaching framework through regular 1:1 sessions • Maintain rigorous, detail-oriented compliance with WFH data privacy and security standards (ISO, PCI) • Expertly utilize remote tools (Scorebuddy, CRM, etc.) to conduct deep-dive analysis on quality, productivity trends, and agent performance • Provide clear, highly detailed, asynchronous updates on campaign health, quality trends, and performance metrics to stakeholders • Serve as a positive, high-energy leader who drives team adaptability to new D2C products, service processes, or tool updates • Effectively manage personal and team adherence to schedules and break compliance within the flexible WFH environment • Assist with basic technical troubleshooting (VPN, access) to keep the team operational
• Be the driving force behind the performance, compliance, and energy of your remote team • Deliver a superior customer experience through meticulous performance management and high-impact coaching • Metaculously monitor performance dashboards, queue health, and individual agent output to ensure strict adherence to KPIs (e.g., SLA, CSAT, Quality Score) and SOPs • Implement a high-energy, structured coaching framework through regular 1:1 sessions • Maintain rigorous, detail-oriented compliance with WFH data privacy and security standards (ISO, PCI) • Expertly utilize remote tools (Scorebuddy, CRM, etc.) to conduct deep-dive analysis on quality, productivity trends, and agent performance • Provide clear, highly detailed, asynchronous updates (Slack, Monday.com, email) on campaign health, quality trends, and performance metrics to stakeholders • Serve as a positive, high-energy leader who drives team adaptability to new D2C products, service processes, or tool updates • Effectively manage personal and team adherence to schedules and break compliance within the flexible WFH environment • Assist with basic technical troubleshooting (VPN, access)
Team Lead, Member Services
OneImagingHelping employers and employees save up to 80% on health plan and out-of-pocket medical imaging costs.
• Lead Daily Operations • Manage a team of Member Support agents across chat, phone, email and SMS. Ensure coverage, adherence to SLAs, and prompt response to all inbound inquiries. • Conduct daily check-ins to align on volume, ticket priorities, and tone expectations. • Coaching and Development • Monitor conversations for quality, tone, and accuracy; deliver actionable feedback. • Lead weekly coaching sessions and identify top performers and improvement areas. • Escalation and Problem Solving • Handle escalated member cases, ensuring swift and complete resolution. • Partner with internal teams (Clinical, Operations, Product) to resolve recurring issues. • Operational Excellence • Track and analyze team metrics such as response time, resolution rate, CSAT, and Average Handle Time. • Collaboration and Reporting • Share key insights and recurring member pain points with leadership and cross-functional teams.



