Team Lead, Middle Market Unit - Potential for Hybrid Work

About the role

We currently have an opportunity for a Team Lead, Middle Market Unit to join the Annapolis, MD office. The Team Lead is responsible for managing a book of business and the operational functioning and development of one or more locations, while acting with a high degree of independent discretion, autonomy and decision-making.

Responsibilities

• Performs Account Manager duties as outlined in one of the separately defined job descriptions (Account Manager, Senior Account Manager, Account Executive, Senior Account Executive).
• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues.
• Provides a high level of support to the Director of Commercial Lines, Chief Sales Officer, and Regional President in obtaining, maintaining and expanding business.
• Attends operational meetings as outlined by leadership; sharing, training and implementing learned strategies within the local office.
• Performs desk audits within the office, as directed by leadership, and assists with coaching staff individually on any improvements identified.
• Coordinates and conducts HUB training for local office staff in conjunction with Regional Trainer.
• Coordinates and conducts training for local office staff on local carrier markets guidelines, requirements, web portals, etc.
• Provides assistance in the recruiting and hiring process and participates in the new hire onboarding process.
• Assists with training plans for new and existing local office staff.
• Champions communication of goals, vision, and procedures developed by the leadership teams.
• Contributes to a positive office environment and champions the creation and continuation of a culture of teamwork.
• Works with local leadership, Accounting, Human Resources, and others to assist with the implementation of regional projects and directives.
• May be required to immediately and effectively address and resolve employee performance concerns utilizing Regional Human Resources and Operations resources as necessary.
• May direct employee workflow, workload and overall performance.
• Provides feedback to management and employees about service structure to improve performance and productivity.
• May coordinate time off within department or location to ensure service level and appropriate reporting of time off.
• May assist in assuring client service standards are being met.
• May conduct or assist with annual performance reviews for direct reports.
• Answers clients/employees questions in a timely manner.
• Answers phone inquiries and addresses problems.
• Travels on company business as required.
• Prepares reports for management as required.
• Attends industry related continuing education training and courses.
• Performs other duties and projects as assigned.

Requirements

• Ten years of commercial lines insurance experience.
• Thorough knowledge of commercial lines coverages and markets.
• Property and Casualty Insurance license.
• Advanced professional designation highly desirable (i.e. ARM, CIC, CPCU).
• High School diploma or equivalent; BA or BS degree preferred.
• Excellent oral and written communications skills.
• Superior customer service and problem-solving skills.
• Willingness to travel.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Mastery of virtual technology, including meeting scheduling, video display and screen sharing.
• Ability to work in a team environment.
• High level attention to detail is essential.
• Strong leadership, mentoring, and team-building skills.
• Excellent organizational, interpersonal, and communication skills.

Benefits

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

Pay

The expected salary range for this position is $90,000 annually to $110,000 annually and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.