Team Manager (Commercial Insurance)
About The Position
WSR Insurance Services is seeking an experienced Team Manager to provide hands-on leadership, operational consistency, and team development for our P&C service team. Founded in 1917, WSR Insurance Services is one of the oldest and largest independently owned insurance agencies. We represent a wide range of carrier partners and provide tailored insurance solutions that help individuals and businesses manage risk with confidence. As a fully independent agency, we put our clients first because they are our neighbors, friends, and communities. This role is ideal for a seasoned insurance professional who enjoys leading people, strengthening workflows, and improving execution without carrying a book of business. You’ll play a key role in translating department priorities into daily action while supporting growth, quality, and accountability across service teams. The Team Manager reports to the Director of Account Management and provides direct leadership to assigned P&C service staff within a larger service department. This role acts as a critical bridge between leadership strategy and frontline execution, ensuring work is completed accurately, efficiently, and consistently. The focus is on how work gets done, not just outcomes supporting workflow adherence, service standards, workload balance, and team development as the agency continues to scale.
Requirements
- Active California Property & Casualty License
- 7+ years of Commercial Lines agency experience
- Prior experience leading people, mentoring staff, or managing workflows
- Hands-on experience with an agency management system
- Strong organizational, communication, and follow-through skills
- Comfortable setting expectations, providing feedback, and driving accountability
Nice To Haves
- Applied Epic / CSR24 strongly preferred
Responsibilities
- Provide day-to-day leadership and support for assigned service team members
- Reinforce workflows, documentation standards, and service expectations
- Coach, mentor, and develop team members through regular feedback and guidance
- Monitoring workload balance, workflow progression, and execution health
- Identify execution gaps early and partner with leadership on solutions
- Support the adoption of systems, tools, and process improvement
- Collaborate cross-functionally to improve client experience and internal handoffs
- Lead and engage both in-office and remote team members
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
