SR Team Lead, Commercial Lines
Buckner•Salt Lake City, UT
•$100 - $120
About The Position
The Commercial Insurance Team Leader serves as the operational partner to the Producer, driving team performance, workflow coordination, quality control, and growth initiatives. This role translates strategic priorities into actionable plans, develops team talent, ensures operational excellence, and manages a limited portfolio of key or complex accounts.
Requirements
- 5+ years of commercial property & casualty insurance experience.
- Proven leadership experience managing teams, workflows, or complex books of business preferred.
- Active Utah Property & Casualty License.
- Proficiency with agency management systems, Microsoft 365, and reporting tools.
Nice To Haves
- Bachelor's degree preferred or equivalent experience.
- Professional designation (CIC, CPCU, CRM, ARM, or similar) preferred.
Responsibilities
- Lead, coach, and coordinate commercial insurance team members.
- Establish priorities, accountability, and service expectations.
- Conduct team meetings, performance reviews, workload assessments, and training discussions.
- Support employee development, engagement, retention, and succession planning.
- Partner with leadership and HR on performance management and training initiatives.
- Oversee renewals, service activity, workloads, and key deadlines.
- Monitor quality standards, workflow efficiency, and compliance.
- Develop and maintain dashboards, reporting, and performance metrics.
- Identify and resolve operational risks and process improvement opportunities.
- Coordinate resources across departments and external partners.
- Manage a select portfolio of complex or strategic commercial accounts.
- Lead renewal planning, coverage analysis, marketing, negotiations, and client meetings.
- Serve as an escalation resource for complex client, carrier, and coverage issues.
- Support client retention, relationship growth, and service excellence.
- Convert business development goals into coordinated team action plans.
- Create operational capacity for Producers to focus on client relationships and new business.
- Support prospecting, submissions, proposal development, and implementation activities.
- Identify and drive cross-selling, retention, and growth opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
