Commercial Account Manager Team Lead

Commercial Account Manager Team Lead

Company: Inszone Insurance | Location: Lakewood, CA (Onsite) | Department: Commercial Lines

Classification: Exempt | Compensation: $90,000 – $110,000 per year | Schedule: Full-time, 40 hrs./week

About the Role

Inszone Insurance is looking for a Commercial Account Manager Team Lead to lead our CL service team in Lakewood. You'll train, coach, and develop Account Managers in service, sales, and insurance knowledge, and hold the team accountable to KPIs, sales goals, and renewal retention goals.

This is a hands-on leadership role. You'll run daily huddles and weekly team meetings, listen to calls and coach in real time, help reps present and close deals, and recruit to build the team. You'll report to the Vice President and work closely with the VP and HR.

Why Join Inszone?

Inszone is a growing insurance brokerage with offices across 37 states and roughly 1,200 employees. We invest in our people and give leaders the tools and support to build strong teams.

What You'll Do

• Train, coach, and develop Account Managers in service, sales, and insurance knowledge
• Hold the team accountable to KPIs, sales goals, and renewal retention goals, and lead by example
• Help service reps present and close deals
• Ensure appropriate broker fees are charged, and carrier/coverage placement is correct
• Make sure sales opportunities and renewal stages are kept current in the system
• Build the monthly team schedule to ensure daily coverage
• Monitor and approve timecards, including overtime, punctuality, and missed punches
• Run daily huddles, a weekly team meeting, and a monthly training meeting
• Hold weekly one-on-ones and quarterly scorecard reviews with each team member
• Listen to calls and coach to improve intake and presentations
• Recruit and interview candidates weekly to build the team and bench

What Success Looks Like

• Your team hits its sales goals and renewal retention goals
• Your team consistently meets or exceeds KPI minimums
• Team members grow in service, sales, and insurance expertise
• You keep a steady pipeline of strong candidates to build the team

Qualifications

Required

• 5+ years of commercial lines insurance experience, including account management or servicing
• 1–2+ years of experience leading, training, or coaching a team
• Active Property & Casualty insurance license upon hire
• Strong knowledge of commercial lines coverages, carrier placement, and broker fee practices
• Experience holding a team accountable to KPIs, sales goals, and retention goals
• Strong written and verbal communication and organizational skills

Preferred

• Experience with Epic agency management system
• Proficiency in Microsoft Office

Benefits

• Vacation: Competitive vacation policy
• Charitable Time Off: Paid time off to devote to your favorite charity
• Sick Time: Paid sick leave in accordance with company policy
• 401(k) Retirement Plan: Company-sponsored plan to support long-term financial growth
• Health Insurance: 100% employer-paid PPO for employee only