Commercial Insurance Account Executive Team Lead

2 hours ago

Lake Oswego, Oregon, United States The Jonus Group Full time
Job Title: Commercial Insurance Account Executive Team Lead

At The Jonus Group, we are seeking a highly skilled and experienced Commercial Insurance Account Executive Team Lead to join our team. As a key member of our leadership team, you will be responsible for leading and mentoring a team of individuals in delivering outstanding client service and operational excellence.

Key Responsibilities:
  • Lead and mentor a team of direct reports, providing guidance and support in their professional development.
  • Coordinate team activities, ensuring timely completion of renewals, endorsements, and client service requests.
  • Set clear objectives for team members and monitor their performance against established goals.
  • Foster a collaborative team environment focused on achieving high levels of client satisfaction and operational efficiency.
  • Take ownership of the renewal process, setting clear expectations with clients and carriers.
  • Maintain excellent communication with key clients, insurance carriers, and internal stakeholders.
  • Handle escalated client issues and provide resolutions in a prompt and professional manner.
  • Review insurance submissions and carrier quotations to ensure optimal coverage solutions for clients.
  • Oversee contract reviews, premium audits, and policy implementations, ensuring compliance with client requirements and industry standards.
  • Identify cross-sell opportunities within existing client accounts and recommend new lines of coverage tailored to client needs.
  • Support marketing efforts by preparing client presentations and presenting insurance options effectively.
  • Stay informed about industry trends, underwriting requirements, and carrier guidelines to provide accurate advice to clients and team members.
Requirements:
  • Demonstrates strong leadership skills with the ability to mentor and guide a team effectively.
  • Excellent verbal and written communication skills, with the ability to interact professionally with clients, carriers, and team members.
  • Comprehensive understanding of commercial lines insurance products and proven expertise in providing strategic advice to clients.
  • Strong organizational and time management abilities to prioritize tasks and manage workload efficiently.
  • Holds an active Property and Casualty (P&C) Insurance License.
  • Preferred Agency Management System Experience: ImageRight, Nexsure
  • 7-10 years of relevant insurance industry experience preferred.
  • Previous experience handling a large book of business (preferably in hospitality) is required.
  • Previous team lead experience is required.
  • Holds at least one professional designation or has comparable job experience.
  • Above average computer skills with the capacity to master essential software programs.
What We Offer:
  • Excellent opportunities for professional growth and advancement.
  • Competitive compensation: Between $150k-$180k (based on experience).
  • Paid time off and company holidays.
  • Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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