Commercial Account Manager Team Lead

INSZONE INSURANCE SERVICES LLC•Lakewood, CA

1d•$90,000 - $110,000•Onsite

About The Position

Inszone Insurance is seeking a Commercial Account Manager Team Lead to lead its Commercial Lines service team in Lakewood, California. This hands-on leadership role trains, coaches, and develops Account Managers in service, sales, and insurance knowledge, while holding the team accountable to KPIs, sales goals, and renewal retention goals. The Team Lead reports to the Vice President and works closely with the VP and HR. The role involves leading daily huddles and weekly team meetings, conducting one-on-ones and quarterly scorecard reviews, listening to calls and providing real-time coaching, and helping service representatives present and close deals. The Team Lead also supports team operations, ensures appropriate broker fees and correct carrier and coverage placement, maintains current sales and renewal stages in the system, and recruits candidates to build the team. The position is onsite in Lakewood, CA, classified as exempt, and scheduled for 40 hours per week. Compensation is $90,000–$110,000 per year. Inszone is described as a growing insurance brokerage with offices across 37 states and roughly 1,200 employees.

Requirements

At least 5 years of commercial lines insurance experience, including account management or servicing.
At least 1–2 years of experience leading, training, or coaching a team.
Active Property & Casualty insurance license upon hire.
Strong knowledge of commercial lines coverages, carrier placement, and broker fee practices.
Experience holding a team accountable to KPIs, sales goals, and retention goals.
Strong written and verbal communication and organizational skills.

Nice To Haves

Experience with the Epic agency management system.
Proficiency in Microsoft Office.

Responsibilities

Train, coach, and develop Account Managers in service, sales, and insurance knowledge.
Hold the team accountable to KPIs, sales goals, and renewal retention goals, and lead by example.
Help service representatives present and close deals.
Ensure appropriate broker fees are charged and carrier and coverage placement is correct.
Ensure sales opportunities and renewal stages are kept current in the system.
Build the monthly team schedule to ensure daily coverage.
Monitor and approve timecards, including overtime, punctuality, and missed punches.
Run daily huddles, a weekly team meeting, and a monthly training meeting.
Hold weekly one-on-ones and quarterly scorecard reviews with each team member.
Listen to calls and coach to improve intake and presentations.
Recruit and interview candidates weekly to build the team and candidate bench.