Commercial Lines Team Lead (Remote)

Patriot Growth Insurance Services and Partner Agencies•Hudson, NY

5d•Remote

About The Position

We are seeking a dedicated and experienced Commercial Lines Account Manager - Team Lead to join our team. In this role, you will manage a portfolio of commercial insurance accounts while providing leadership, guidance, and day-to-day support to a team of Account Managers. The ideal candidate is an experienced commercial insurance professional with strong leadership skills, a client-first mindset, and the ability to drive operational excellence. This position plays a key role in supporting client retention, developing team members, and ensuring consistent, high-quality service delivery across the Commercial Lines department. This is a full-time remote position that supports our New York offices. Preference for candidates residing in the Northeast Region but willing to hire nationally for the right candidate.

Requirements

3-5 years of Commercial Lines insurance experience, including commercial account management responsibilities.
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.

Nice To Haves

Previous leadership, supervisory, mentoring, or team lead experience preferred.

Responsibilities

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 with potential 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.