Commercial Executive Team Lead

National African-American Insurance Association (NAAIA); Texas; On-site; USD 100,000 - 130,000; Full time

Job summary

A leading organization is seeking an Executive Team Lead to manage a team responsible for Insurance Programs. This role involves client relationship management, overseeing account executives, and ensuring customer satisfaction. The ideal candidate will have extensive experience in the insurance field and strong consultative skills. The position offers competitive salaries and benefits, promoting a diverse culture.

Benefits

Competitive salaries and benefits

Qualifications

• 15+ years of relevant experience required.
• Licensed Texas P&C Agent needed.

Responsibilities

• Oversee a staff managing Insurance Programs for clients.
• Lead meetings to improve customer satisfaction.
• Advise clients on risk management strategies.

Skills

Client Relationship Management

Risk Management

Consultative Skills

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

JOB TITLE: Executive Team Lead

JOB TYPE: FLSA Exempt

ESSENTIAL DUTIES & RESPONSIBILITIES:

Oversee and manage a staff including Sr. Account Executives, Account Executives, and Account Managers responsible for Insurance Programs for assigned clients. This role involves managing a specific book of business and is matrixed to Producers, with the primary goal of maximizing Producer revenue by handling non-sales duties.

Customer Satisfaction and Client Retention

• Manage client calendar/timeline milestones and communication to ensure satisfaction.
• Lead meetings to assess and improve customer satisfaction, taking on client-facing duties as needed.
• Maintain positive client relationships, analyze situations, and lead teams to follow-through on decisions.
• Provide guidance to clients, building trust and demonstrating consultative skills.
• Monitor service quality and resolve escalated issues with carriers, vendors, and team members.

Client Consultations/Recommendations

• Advise clients on risk management strategies aligned with their business goals.
• Maintain knowledge of carrier and vendor products to recommend suitable solutions.
• Leverage MMA services and resources effectively for clients.
• Deliver financial and risk management reports and recommendations.
• Master CCIP capabilities and services.

Renewal / Account Rounding Process

• Present and review performance reports and renewal strategies.
• Coordinate renewal negotiations and manage ongoing relationships.
• Identify opportunities for additional products/services and revenue growth.

Client Relationship Management

Develop and expand relationships with key decision-makers, including C-suite executives.

Revenue Generation

Monitor account revenue and collaborate with Producers on revenue strategies.

Marketing/Sales Activities

Represent MMA at industry events and conferences.

Internal Contributions and Functions

• Lead and set strategy for the account team.
• Provide onboarding, training, and performance feedback.
• Collaborate with Directors to ensure proper workflows and procedures.
• Serve as internal subject matter expert.

Ensure service milestones, maintain records, and adhere to company policies and compliance standards.

Requirements:

• Position available on an as-needed basis.
• Licensed: Texas P&C Agent.
• Education: Bachelor's Degree or equivalent experience preferred.
• 15+ years of relevant experience, including specific roles and designations preferred.
• Proficiency with Microsoft Office and internet technology.

We promote a diverse culture and offer competitive salaries and benefits. More info at: http://marshmma.com/careers.