Summary:
The Team Lead - Operations, Commercial Large - SW Territory, West reports to the Manager - Operations, CL Mid/Large - SW Territory, West and will support divisional success by executing strategic initiatives, optimizing processes, and ensuring outstanding customer service and client experiences. As a key contributor to a high-performance culture, the Team Lead promotes operational excellence, team accountability, and alignment with Acrisure’ s client-focused values.
Scope:
The Team Lead - Operations, Commercial Large - SW Territory, West supports the execution of operational strategies by managing daily workflows, guiding team performance, and implementing policies that drive client retention, efficiency, and growth. This role ensures high-quality service delivery, monitors key metrics, and promotes a culture of accountability and operational excellence in alignment with Acrisure’ s values.
Essential Responsibilities:
Client Experience & Retention: Guide team members in delivering proactive, personalized, and consistent service experience. Support feedback collection and escalation processes to ensure timely resolution of client issues and promote long-term satisfaction and retention, and support retention SWARM process.
Team Development & Culture: Foster a positive, client-centric culture by modeling accountability, collaboration, and inclusion. Provide coaching, support skill-building, and promote professional development to strengthen team engagement and performance.
Performance Support: Monitor individual and team performance metrics, identify gaps, and offer real-time feedback and support. Assist in anticipating team needs to maintain workflow momentum and service quality. Connects with Manager to relay real-time feedback for teams for increased visibility.
Compliance & Risk Mitigation: Ensure team adherence to company policies, procedures, and regulatory standards. Identify potential risks and contribute to the development of consistent practices that reduce exposure.
Operational Execution: Lead the day-to-day execution of workflow improvements and process enhancements. Promote the use of best practices and standard operating procedures to ensure high service quality and efficiency.
Cross-Functional Collaboration: Partner with internal stakeholders on initiatives that support client growth, cross-selling opportunities, and market expansion.
Technology & Process Improvement: Support adoption of operational technologies and tools to drive automation and scalability. Help identify process optimization opportunities and ensure team alignment with operational strategies.
Essential Qualifications:
Bachelor’s degree in business administration or related field is preferred
Must currently hold an active life & health insurance license
Minimum of 3 years of progressive experience in the insurance and/or financial services industries
Proven experience in managing and supporting teams, implementing process improvements, and driving operational excellence.
Effectively balance leadership responsibilities with individual contributor duties by continuing to service and retain a personal book of business, supporting a player/coach model that ensures hands-on client engagement and accountability.
Experience supporting business development lifecycle.
Self-motivating and has the ability to motivate others to achieve and excel in a fast-paced, dynamic environment.
Excellent business and people decision-making skills and problem-solving abilities
Model positive energy and handle stress in the face of challenges, deadlines, and aggressive financial commitments.
Excellent leadership and coaching ability
Deep understanding of markets, clients, and competitors
Adept at cultivating and growing productive, long-term customer relationships.
Travel:
Up to 25% of time required
The base salary range for this position is $76,450 – $127,160 annually. This range reflects Acrisure's good faith estimate at the time of this posting. Actual compensation may include bonuses and/or commission and will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Pay Details:
The base compensation range for this position is $76,450 - $127,160. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.