Commercial Small Business Team Lead

Primary Responsibilities

• Lead and support the day-to-day operation of the Alabama Small Business Unit (SBU).


• Coordinate the implementation of national and regional SBU initiatives, processes, and best practices within Alabama.


• Coach and mentor team members on workflows, service standards, carrier relationships, and operational best practices.


• Facilitate regular statewide team meetings and ongoing communication.


• Serve as a liaison between Alabama operations and national SBU leadership.


• Review performance metrics and identify opportunities to improve operational efficiency, client experience, carrier engagement, and overall team performance.


• Manage marketing and servicing activities for an assigned book of SBU clients.

Desired Qualifications

• Strong understanding of commercial insurance products, coverages, and client service practices.


• Demonstrated leadership, mentoring, or team coordination experience.


• Excellent communication, organizational, and problem-solving skills.


• Ability to manage multiple priorities while maintaining attention to detail.


• Proven ability to build effective relationships with clients, carriers, and colleagues.


• Strong technology skills, including Microsoft Office suite and agency management systems.


• Experience working with carrier service centers and carrier technology platforms preferred.


• Professional insurance designation (CISR, CIC, CRM, CPCU, or similar) preferred.

Education & Experience

• Minimum of seven years of commercial insurance experience required.


• Experience servicing and managing commercial small business accounts required.


• Active Property & Casualty insurance license required.


• Experience with Applied EPIC agency management system strongly preferred.


• Bachelor's degree preferred.