Commercial Lines Team Lead

Patriot Growth Insurance Services, LLC

Team Lead managing Commercial Lines Account Managers and portfolios for We Insure Risk in Hudson, NY. Ensuring high-quality service delivery, operational support, and team development.

Posted 7/9/2026full-timeRemote • New York • 🇺🇸 United StatesSenior💰 $120,000 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

Lead, mentor, and support Commercial Lines Account Managers by providing coaching, training, and guidance to promote professional growth and consistent service delivery.
Manage and service a designated portfolio of commercial insurance accounts, including renewals, policy changes, coverage reviews, and complex client service needs.
Serve as an escalation point for complex client issues, coverage questions, and carrier negotiations, ensuring timely and effective resolution.
Establish and reinforce service standards, workflow expectations, and best practices to promote operational consistency and client satisfaction.
Assist with onboarding, training, performance management, and ongoing development of Commercial Lines team members.
Monitor team workloads and productivity, helping balance assignments and ensure service level expectations are consistently met.
Review reports and quality metrics to identify trends, improve processes, and support continuous operational improvement.
Develop and maintain strong relationships with clients, carrier partners, Producers, and internal stakeholders.
Support carrier relationships, assist withpotential E&O matters, and provide operational coverage during team member absences as needed.
Maintain accurate documentation within the agency management system and ensure compliance with agency procedures and industry standards.
Stay informed on commercial insurance products, carrier guidelines, underwriting practices, and industry trends through ongoing professional development.

Requirements

What you’ll need

3-5 years of Commercial Lines insurance experience, including commercial account management responsibilities.
Previous leadership, supervisory, mentoring, or team lead experience preferred.
Active Property & Casualty insurance license required.
Comprehensive knowledge of Commercial Lines insurance products, coverages, underwriting principles, and policy servicing practices.
Experience with agency management systems, preferably Applied Epic, and proficiency with Microsoft Office Suite.
Proven ability to build strong relationships with clients, carrier partners, and internal teams while delivering exceptional customer service.
Strong leadership, organizational, and problem-solving skills with the ability to coach, mentor, and develop team members.
Excellent written and verbal communication skills.
Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining exceptional attention to detail.
Self-motivated with the ability to work independently while contributing to a collaborative, team-oriented culture.

Benefits

Comp & perks

Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Commercial Account ManagementPolicy Servicing PracticesUnderwriting PrinciplesCoverage ReviewsComplex Client ServiceOperational ImprovementPerformance ManagementDocumentation ComplianceTrend AnalysisService Standards Establishment

Soft Skills

LeadershipOrganizational SkillsProblem-Solving SkillsCommunication SkillsAttention to Detail

Certifications

Active Property & Casualty Insurance License