Remote Commercial Insurance Team Lead

The Jonus Group•Woodland, CA

2d•Remote

About The Position

Seeking a highly motivated and experienced Client Services Team Lead to join a growing team. This is a newly created position designed to support the Service Manager in overseeing and enhancing the performance of the Client Services team. The ideal candidate will bring a wealth of experience in Commercial Lines and/or Personal Lines, along with proven managerial expertise.

Requirements

Minimum of 7+ years in Commercial Lines and/or Personal Lines, with at least 2 years in a managerial role.
Property & Casualty (P&C) license required.
Proficiency in EPIC software is highly preferred; familiarity with CSR24 is a plus.
Strong leadership and team management abilities.
Excellent communication and interpersonal skills.
Problem-solving mindset with a proactive approach.
Ability to adapt to a dynamic and fast-paced environment.
High level of organization and attention to detail.

Nice To Haves

Relevant educational background preferred but not required.

Responsibilities

Lead and manage a team of Account Managers (AMs) in both Commercial Lines and Personal Lines.
Oversee the quoting of new and renewal business for accounts ranging from $1,000 to $500,000.
Collaborate with the Service Manager to ensure the efficient operation of the department.
Act as a mentor and resource for team members, providing guidance and support as needed.
Utilize EPIC and CSR24 software to manage workflows and ensure seamless client service delivery.
Participate in monthly in-office meetings and occasional travel as required.
Contribute to the development and implementation of best practices to enhance team performance and client satisfaction.