Insurance Client Service Lead: Growth, Retention, Hybrid

CCIG; Englewood (CO); Hybride; USD 115 000 - 185 000; Plein temps

Résumé du poste

CCIG is seeking a Client Service Team Leader – Diversified to lead a specialized insurance vertical, drive client retention, and manage a defined book of business. You will develop a high-performing team, stay current on industry trends, and partner with producers to grow revenue.

This role combines strategic leadership with hands-on client service excellence. The position requires progressive insurance experience, active licenses or ability to obtain quickly, and professional designations such

Qualifications

• 5+ years of progressive experience in the insurance industry.
• Proven track record managing a book of business within a specialized vertical.
• Demonstrated experience in client relationship management, team development and business growth.
• Active state insurance license(s) required, or ability to obtain within 90 days of hire.
• Professional designations such as CIC, CPCU, ARM, or equivalent preferred.
• Deep understanding of insurance products, services, and industry regulations within the designated vertical.
• Familiarity with agency management systems (such as EPIC, Applied) and workflow best practices.
• Ability to lead, coach, and develop high-performing teams, fostering a collaborative and accountable culture.
• Strong relationship-building skills, with the ability to act as a senior advisor on complex client issues and escalations.
• Experience in identifying process improvements and driving operational efficiencies.
• Skilled in collaborating with producers and sales team on new business opportunities, presentations and cross-selling strategies.
• Ability to develop and maintain positive relationships with carriers, vendors and other external partners.
• Excellent verbal and written communication skills, with the ability to convey complex information clearly and persuasively to diverse audiences.
• Comfort with change management and supporting teams through transitions or new initiatives.

Responsabilités

• Lead, manage, and hold the team accountable to meet goals.
• Host and facilitate L10 meetings, ensuring alignment with EOS principles.
• Proactively communicate time-sensitive issues and solutions to your manager in regular 1:1s and quarterly conversations.
• Own and manage a defined book of business, ensuring high-level service, renewals and retention of key accounts.
• Act as a senior advisor on complex client issues and escalations, maintaining strong relationships with key clients.
• Serve as the expert in the designated vertical, staying current on trends, regulations and market changes.
• Coach and mentor team members, fostering a collaborative, high-performance culture in alignment with CCIG’s core values.
• Assign tasks, recognize wins and address performance gaps, lead quarterly review conversations and manage day-to-day team operations to ensure high standards of service and professionalism.
• Identify and resolve service delivery issues, implement consistent workflows and ensure quality standards are met.
• Track and report on client satisfaction and retention metrics, partnering with other departments as needed.
• Develop and implement strategic plans to expand the practice, including business plans, program development, industry benchmarking and carrier relationships.
• Drive continuous revenue growth and new business development, collaborating with producers and the sales team on opportunities, leading presentations and strategies for large or complex prospects, and driving cross-selling within existing accounts.
• Own pipeline management and at-risk accounts, driving producer behavior and utilizing sales tools and assessments.
• Develop and maintain positive relationships with carriers and vendors, overseeing contracts and negotiations as needed.

Connaissances

Client relationships

Team leadership

Business growth

Communication

Problem solving

Formation

CIC

CPCU

ARM

Outils

EPIC

Applied

Description du poste

CCIG is seeking a Client Service Team Leader – Diversified to lead a specialized insurance vertical, drive client retention, and manage a defined book of business. You will develop a high-performing team, stay current on industry trends, and partner with producers to grow revenue.

This role combines strategic leadership with hands-on client service excellence. The position requires progressive insurance experience, active licenses or ability to obtain quickly, and professional designations such