USI Insurance Services · 2 days ago
Commercial Lines Team Leader
USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world. They are seeking a Commercial Lines Team Leader who will manage operational activities of a team of Account Management professionals and serve as a Senior Account Manager for mid-to-large sized Commercial Lines clients.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Responsible for full-cycle management and development of two or more employees
Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team
Act as Account Management team escalation point for complex client issues and question
Lead regular team meetings with Account Management and Sales Executive staff
Partner with Commercial Lines Manager in support of company operational objectives
Respond to client requests for information, documents, and general insurance inquiries. Handle all aspects of Commercial Lines Property & Casualty Insurance. Occasional outside service visits, to the client, may be required
Manage team quality control of client renewals, ensure adherence to service standards and perform periodic quality audits
Direct team support work to Account Representative team members
If also directly managing clients, provide proactive, personalized support to assigned accounts, including:
Marketing and placement of renewals
Negotiating with carriers on behalf of clients
Processing policies, endorsements and audits as needed
Representing client interests in internal strategy meetings
Maintain high degree of accuracy in agency management systems
Responding to underwriters’ questions in a timely manner
Qualification
Required
5 years + experience in a Commercial Lines agency
Strong understanding of Property & Casualty insurance
Must hold or be willing to earn Property & Casualty insurance license
Comfortable with internet-based programs and Microsoft Office products
Able to carry out complex tasks with many concrete and abstract variables
Able to work in a fast-paced, team environment with minimal instruction
Keep informed about industry information, technology, and trends
Preferred
College degree preferred
Prior managerial experience preferred
Industry designation such as ARM, CIC, CPCU preferred
Knowledge of Sagitta/ImageRight preferred
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Recent News
USI Insurance Services
2025-10-25
2025-10-21
Company data provided by crunchbase