Team Lead Jobs

About The Position

Requirements

• Commercial property and casualty account management experience; preferably at least five years.
• High school diploma or GED equivalent.
• Property and Casualty Broker License.
• Full knowledge of Property and Casualty lines of coverage and services.
• Experience with agency management systems, rating procedures, coverages, and industry operations to manage, maintain, and write assigned clients and prospects.
• Working knowledge of Microsoft Office applications, including word processing, spreadsheets, databases, and presentation software; advanced knowledge of Windows, Outlook, Word, and Excel is requested.
• Strong written and oral communication and interpersonal skills.
• Strong attention to detail and time-management skills, with the ability to multitask and prioritize.
• Ability to recognize problems, respond appropriately, and analyze situations logically to draw sound conclusions.
• Ability to work effectively and efficiently both independently and in a team, with or without direct supervision.
• Ability to work in a fast-paced environment and manage multiple competing tasks and demands.
• High level of interpersonal skill to handle sensitive and confidential situations, with poise, tact, and diplomacy.
• Ability and willingness to work three days per week in the Creve Coeur, Missouri office.

Nice To Haves

• College degree.
• Five or more years of experience in a mid-size brokerage working with commercial Property and Casualty accounts.
• Experience or qualifications suitable for taking on Team Lead responsibilities.

Responsibilities

• Serve as the primary client contact and cultivate, improve, and maintain positive client relationships.
• Handle day-to-day client issues and questions by phone or email, answer questions, and resolve problems.
• Process and follow up on insurer cancellation notices to ensure timely and accurate resolution.
• Document customer service transactions and manage exposure changes, endorsements, and related documentation.
• Forward contract reviews and certificate of insurance requests to appropriate resources.
• Issue Auto ID cards as needed and update account information in the shared database.
• Report claims and assist with invoicing and order financing when appropriate.
• Manage insurance renewals and new-business processes according to EPIC timing standards.
• Pre-complete insurance applications, request and collect client information, and submit information to insurers.
• Negotiate policy terms and obtain competing insurer options as needed.
• Prepare insurance proposals, analyze and compare options, and present proposals to clients, primarily by phone or web.
• Prepare documentation, including invoicing and confirmation of coverage, and review and email policies to clients.
• Use the Sagitta agency management system throughout the process as appropriate.
• Potentially take on Team Lead responsibilities, either upon hire or as a progression within the role.

Benefits

• Managed PTO without accruals or caps for salaried/exempt employees; hourly/non-exempt employees start with 22 PTO days.
• 12 company-observed paid holidays and four early-close days.
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• $1,500 employee referral bonus for each hired referral.
• Employee recognition programs and awards, including trips.
• Employee Resource Groups, including the Women’s Coalition and EPIC Veterans Group.
• Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
• Pet insurance, identity theft and fraud protection coverage, legal planning, family planning, and menopause and midlife support.
• 401(k) matching.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Wellness and employee assistance programs.
• The role may be eligible for bonuses and a comprehensive benefits package.