Select Commercial Lines Team Lead

General Description

Assist with managing operational activities of assigned Select Service team members. Serve as a consultative account manager for key Commercial Lines Select clients with revenue between $5,000 - $15,000. Ensure service team maintains 92% or above client retention. Support the USI sales process by onboarding new clients effectively.

• Manage two or more employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance, and approval of expense reports.
• Provide strong insurance technical expertise to both clients and Select team members.
• Partner with SCL Regional Manager in support of company operational objectives.
• Maintain quality control of team renewal expirations to avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner.
• Monitor adherence to service standards through Key Performance Indicator (KPI) reporting.
• Perform periodic quality audits, when necessary.
• Assist with interviewing, hiring, training and development of assigned team as designated by the SCL Regional Manager.
• Oversight of outsourcing initiative, including integration of new and existing carrier service centers.
• Manage client account in accordance with USI guidelines and key performance indicators. Occasional outside service visits to clients may be required.
• Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments. Request policy cancellations in accordance with company standards.
• Keep current on industry information, technology and trends.

• 5 years + experience in Commercial Property & Casualty Insurance Agency.
• Prior managerial experience preferred. Ability to manage others effectively.
• Must hold state Property & Casualty insurance license.
• Industry designation such as ARM, CIC, and CPCU preferred or expected to pursue a designation.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Strong written, verbal, and interpersonal communication skills.
• Comfortable with internet‑based programs and Microsoft Office products.
• Knowledge of Sagitta/Image Right preferred, but not required.
• Strong organizational skills with ability to manage and negotiate multiple priorities and deadlines.
• Proven ability to work in a fast paced, team environment with minimal instruction and a high degree of accuracy.

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one‑of‑a‑kind employee reward and recognition programs.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game‑changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

In addition to competitive pay, incentives and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award‑winning wellness program, college scholarships for associates' children, and financial help in times of need.

We are committed to giving back to our local communities and supporting a culture of environmental…