Renewal Team Lead

HOATalent•McLean, VA

18h

About The Position

The Account manager will lead service, retention, and operational execution within an assigned geographic territory. The Renewal Team Lead is responsible for the profitable retention, and operational performance of an assigned geographic territory. This role currently functions as both Renewal Team Lead and Service Team Lead, with direct responsibility for retention, upselling, renewal strategy, claims handling, servicing, and client retention. In addition to renewal and relationship leadership, the Renewal Team Lead provides day-to-day leadership and direction to Placement Coordinators supporting the book, ensuring effective market placement, timely renewals, and alignment with agency standards. As the agency scales, the team leader will evolve into a player-coach, leading multiple placement staff while maintaining accountability for renewal retention, service quality, and best-in-class client experience.

Requirements

Property & Casualty insurance experience required
Active insurance license required; preference for candidates licensed in at least one state
1–2 years of insurance experience preferred
Experience supporting renewals and servicing commercial accounts
Experience supporting renewals and servicing Community Associations preferred

Nice To Haves

CMCA, or other, HOA management designation preferred but not required
AMS360 experience preferred

Responsibilities

Renewal Management
Manage the renewal process for an assigned book of business
Review renewal terms, pricing, and coverage changes with placement before proposing
Prepare and deliver renewal proposals and coverage explanations
Ensure renewals are completed prior to effective date s
Licensed Oversight & Renewal Team Leadership
Serve as licensed lead for renewal placement activity
Provide guidance to Placement Coordinators handling renewals
Answer coverage and underwriting questions requiring a license
Review and approve renewal recommendations and placement strategy
Ensure compliance with licensing and E&O standards
Client Retention, Relationship, and Satisfaction
Serve as oversight contact for renewal and service on the book
Support renewal strategy and retention objectives
Identify at-risk accounts and escalate as needed
Recommend coverage enhancements
Support 95%+ retention and positive customer satisfaction survey results
Claims Handling
Provide timely claim support & advocacy for clients
Keep the executive team updated regarding severe/catastrophic claims and increased reserves
Operational Accuracy & Compliance
Maintain accurate records in the agency management system
Follow workflows to minimize E&O exposure
Support audits and compliance reviews
Daily Servicing Responsibilities
Process endorsements, policy changes, and mid-term adjustments
Assist clients with billing questions, audits, and payment issues
Support collections efforts in accordance with agency procedures
Issue certificates of insurance and evidence of coverage
Respond to routine service requests in a timely and professional manner
Coordinate with carriers on policy servicing matters
Collaboration, Projects & Continuous Improvement
Collaborate with Territory Managers, producers, and Placement Coordinators
Participate in training and process improvement initiatives
Assist in mentoring Placement Coordinators
Complete projects and initiatives as assigned