Commercial Lines Team Lead

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $120k - $130k / year

⏰ Full Time

🟠 Senior

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

💸 Finance

🤝 B2B

💰 Debt Financing on 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC is a leading provider of risk management and insurance solutions that focuses on promoting business growth and safeguarding personal goals. With a commitment to delivering unparalleled service, they empower local brokers to offer comprehensive insurance options tailored to meet the diverse needs of businesses and individuals. By leveraging an expansive network of national carrier partners, they specialize in property & casualty and employee benefits, ensuring their clients receive the protection and support necessary to confidently pursue their goals.

📋 Description

• 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.

🎯 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)