Renewal Team Lead

HOATalent • McLean, VA

4d

About The Position

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.

The Renewal Account Manager / Renewal Team Lead is a key protector of client relationships, agency revenue, and regulatory compliance. By combining licensed oversight, renewal execution, and client service excellence, this role directly impacts retention, customer satisfaction, and long-term client loyalty for Community Risk Advisors.

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

Nice To Haves

• CMCA, or other, HOA management designation preferred but not required
• Experience supporting renewals and servicing Community Associations preferred
• AMS360 experience preferred

Responsibilities

• 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 dates
• 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
• 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
• Provide timely claim support & advocacy for clients
• Keep the executive team updated regarding severe/catastrophic claims and increased reserves
• Maintain accurate records in the agency management system
• Follow workflows to minimize E&O exposure
• Support audits and compliance reviews
• 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
• 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

Benefits

• Health, dental, vision, and life insurance options
• 401K with company match up to 4%
• 15-20 PTO days

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed