Team Lead - Operations, Commercial Large - SW Territory (15 positions open), West

Acrisure • Anaheim, CA

2d • $76,450 - $127,160

About The Position

The Team Lead - Operations, Commercial Large - SW Territory, West reports to the Manager - Operations, CL Mid/Large - SW Territory, West and will support divisional success by executing strategic initiatives, optimizing processes, and ensuring outstanding customer service and client experiences. As a key contributor to a high-performance culture, the Team Lead promotes operational excellence, team accountability, and alignment with Acrisure’ s client-focused values . Scope: The Team Lead - Operations, Commercial Large - SW Territory, West supports the execution of operational strategies by managing daily workflows, guiding team performance, and implementing policies that drive client retention, efficiency, and growth. This role ensures high-quality service delivery, monitors key metrics, and promotes a culture of accountability and operational excellence in alignment with Acrisure’ s values.

Requirements

• Bachelor’s degree in business administration or related field is preferred
• Must currently hold an active life & health insurance license
• Minimum o f 3 years of progressive experience in the insurance and/or financial services industries
• Proven experience in managing and supporting teams, implementing process improvements, and driving operational excellence.
• Effectively balance leadership responsibilities with individual contributor duties by continuing to service and retain a personal book of business, supporting a player/coach model that ensures hands-on client engagement and accountability.
• Experience supporting business development lifecycle.
• Self-motivating and has the ability to motivate others to achieve and excel in a fast-paced, dynamic environment.
• Excellent business and people decision-making skills and problem-solving abilities
• Model positive energy and handle stress in the face of challenges, deadlines, and aggressive financial commitments.
• Excellent leadership and coaching ability
• Deep understanding of markets, clients, and competitors
• Adept at cultivating and growing productive, long-term customer relationships.

Responsibilities

• Client Experience & Retention : Guide team members in delivering proactive , personalized, and consistent service experience. Support feedback collection and escalation processes to ensure timely resolution of client issues and promote long-term satisfaction and retention, and support retention SWARM process.
• Team Development & Culture : Foster a positive, client-centric culture by modeling accountability, collaboration, and inclusion. Provide coaching, support skill-building, and promote professional development to strengthen team engagement and performance.
• Performance Support : Monitor individual and team performance metrics, identify gaps, and offer real-time feedback and support. Assist in anticipating team needs to maintain workflow momentum and service quality. Connects with Manager to relay real-time feedback for teams for increased visibility.
• Compliance & Risk Mitigation : Ensure team adherence to company policies, procedures, and regulatory standards. Identify potential risks and contribute to the development of consistent practices that reduce exposure.
• Operational Execution : Lead the day-to-day execution of workflow improvements and process enhancements. Promote the use of best practices and standard operating procedures to ensure high service quality and efficiency.
• Cross-Functional Collaboration : Partner with internal stakeholders on initiatives that support client growth, cross-selling opportunities, and market expansion.
• Technology & Process Improvement : Support adoption of operational technologies and tools to drive automation and scalability. Help identify process optimization opportunities and ensure team alignment with operational strategies.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees