Team Lead - Operations, Commercial - SW Territory West

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

Team Lead - Operations, Commercial Large - SW Territory (15 positions open), West Apply locations 1950 W Corporate Way - Anaheim, CA time type Full time posted on Posted 2 Days Ago job requisition Job Description

Summary:

The Team Lead - Operations, Commercial Large - SW Territory, Westreports 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, Westsupports 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.

Essential 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.

Essential

Qualifications:

• 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.

Travel:

• Up to 25% of ti me required

The base salary range for this position is…