Commercial Small Business Team Lead

Primary Responsibilities

• Lead and support the day-to-day operation of the Alabama Small Business Unit (SBU).
• Coordinate the implementation of national and regional SBU initiatives, processes, and best practices within Alabama.
• Coach and mentor team members on workflows, service standards, carrier relationships, and operational best practices.
• Facilitate regular statewide team meetings and ongoing communication.
• Serve as a liaison between Alabama operations and national SBU leadership.
• Review performance metrics and identify opportunities to improve operational efficiency, client experience, carrier engagement, and overall team performance.
• Manage marketing and servicing activities for an assigned book of SBU clients.

• Strong understanding of commercial insurance products, coverages, and client service practices.
• Demonstrated leadership, mentoring, or team coordination experience.
• Excellent communication, organizational, and problem-solving skills.
• Ability to manage multiple priorities while maintaining attention to detail.
• Proven ability to build effective relationships with clients, carriers, and colleagues.
• Strong technology skills, including Microsoft Office suite and agency management systems.
• Experience working with carrier service centers and carrier technology platforms preferred.
• Professional insurance designation (CISR, CIC, CRM, CPCU, or similar) preferred.

• Minimum of seven years of commercial insurance experience required.
• Experience servicing and managing commercial small business accounts required.
• Active Property & Casualty insurance license required.
• Experience with Applied EPIC agency management system strongly preferred.
• Bachelor's degree preferred.