Senior Commercial Lines Team Lead

USI Insurance Services

Portland (OR)

Hybrid

USD 90,000 - 130,000

Full time

14 days+
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Job summary

USI Insurance Services in Oregon is seeking a results-driven account management professional to lead a team and coordinate inside service for commercial clients. You will monitor renewals, manage workloads, and drive quality across processes, leveraging USI core values and standards.

The role requires at least 5 years in Commercial Property & Casualty and a P&C license, with potential for advancement. A hybrid work setting is offered with strong collaboration across sales, service, and

Qualifications

  • 5+ years experience in Commercial Property & Casualty Insurance Agency with underwriting knowledge.
  • State Property & Casualty license or ability to obtain within timeframe.
  • Industry designations (ARM, CIC, CPCU) or intent to pursue.
  • Strong leadership, coaching, and team development skills.
  • Proficient with MS Office and internet-based apps.

Responsibilities

  • Coordinate inside service for new and existing clients via sales, account development and problem solving.
  • Understand USI ONE Advantage and contribute to strategies in meetings.
  • Respond to client information requests and manage renewal expirations.
  • Maintain accurate client files and documentation per workflows and best practices.
  • Lead and develop a team of 2+ employees; conduct performance reviews and development plans.
  • Monitor KPI reporting and ensure timely renewals and invoicing.
  • Perform periodic quality audits and manage workloads and backlog.
  • Interact with clients, carriers, vendors, and colleagues to achieve business goals.

Skills

Client service management
Team leadership
KPI reporting
MS Office proficiency
Excellent communication

Education

High School Graduate
Bachelor's degree preferred

Tools

Sagitta
ImageRight

Job description

USI Insurance Services in Oregon is seeking a results-driven account management professional to lead a team and coordinate inside service for commercial clients. You will monitor renewals, manage workloads, and drive quality across processes, leveraging USI core values and standards.

The role requires at least 5 years in Commercial Property & Casualty and a P&C license, with potential for advancement. A hybrid work setting is offered with strong collaboration across sales, service, and

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