CL Team Leader - Fort Lauderdale, FL

Company: USI Insurance Services
Location: Fort Lauderdale
Posted on: May 22, 2025

Job Description:

General Description: Responsible for managing operational activities of a team of Account Management professionals. Will also act as Account Manager/Account Executive for a small number of mid-to-large sized Commercial Lines clients.Responsibilities:

• Responsible for full-cycle management and development of two or more employees.
• Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
• Act as Account Management team escalation point for complex client issues and question.
• Lead regular team meetings with Account Management and Sales Executive staff.
• Partner with Commercial Lines Manager in support of company operational objectives.
• Respond to client requests for information, documents, and general insurance inquiries. Handle all aspects of Commercial Lines Property & Casualty Insurance. Occasional outside service visits, to the client, may be required.
• Manage team quality control of client renewals, ensure adherence to service standards and perform periodic quality audits.
• Direct team support work to Account Representative team members.
• If also directly managing clients, provide proactive, personalized support to assigned accounts, including:
• Marketing and placement of renewals.
• Negotiating with carriers on behalf of clients.
• Processing policies, endorsements and audits as needed.
• Representing client interests in internal strategy meetings.
• Maintain high degree of accuracy in agency management systems.
• Responding to underwriters' questions in a timely manner.Knowledge, Skills and Abilities:
  • 5 years + experience in a Commercial Lines agency.
  • Prior managerial experience preferred.
  • Strong understanding of Property & Casualty insurance.
  • Must hold or be willing to earn Property & Casualty insurance license.
  • Industry designation such as ARM, CIC, CPCU preferred.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Knowledge of Sagitta/ImageRight preferred.
  • Able to carry out complex tasks with many concrete and abstract variables.
  • Able to work in a fast-paced, team environment with minimal instruction.
  • Keep informed about industry information, technology, and trends.#LI-LT1#LI-HybridWhy USI?With more than $2.7 billion in revenue and over 10,000 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.Unrivaled Resources and SupportWhat truly distinguishes USI as a premier insurance brokerage and consulting firm is theUSI 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.Industry-Leading Programs, Rewards, and RecognitionIn 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 offersemployee 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.Deep Community EngagementWe are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're workingtogether as ONE to build a better future.Committed to a Diverse, Equitable, and Inclusive WorkplaceOur award-winningI'm With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.Nationally Recognized as a Top Insurance Employer
    • Recognized as one of Insurance Business America's Top Insurance Employers for the seventh consecutive year (2018-2024).
    • Named to Business Insurance's annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
    • Named to Fortune's 2024 Best Workplaces in Financial Services & Insurance list.
    • Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
    • Recognized by Newsweek as one of America's Greatest Workplaces for Diversity in 2024USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .
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