Team Lead - Commercial Lines

Brightway Insurance; Jacksonville (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

Brightway Insurance is seeking a qualified Engagement Center Team Lead in Jacksonville, FL to drive daily team performance, coaching, and operational excellence in customer service and insurance operations.

You will lead real-time floor presence, analyze dashboards, and champion QA, automation, and process improvements while developing team members for growth, reporting to senior leadership with data-driven updates.

Qualifications

• Bachelor's degree or equivalent professional experience required.
• 4–6 years in customer service, insurance operations, or contact centers with leadership experience.
• Active 20-44 or 220 insurance license required.
• Minimum 3 years commercial insurance experience preferred.
• Proficiency in Microsoft Office applications required.

Responsibilities

• Own real-time floor presence—monitor queues, intervene early, and remove blockers before they affect customers or SLAs.
• Review team dashboards and metrics at shift start and end; act on trends, not just exceptions.
• Manage team workload to ensure timely, accurate case resolution.
• Deliver targeted, data-driven coaching focused on performance and customer outcomes.
• Provide rapid feedback loops with same-day recognition and redirection.
• Own QA outcomes; ensure standards are understood and met, escalate issues with root-cause analysis.
• Lead automation and process improvements; partner with Technology to implement new tools.
• Develop team members through regular 1:1s, growth plans, and performance reviews.
• Represent the team to senior leadership with data-supported updates on performance.

Skills

Metrics fluency

Coaching credibility

Change agility

Operational leadership presence

Continuous improvement mindset

Communication

Education

Bachelor's degree or equivalent professional experience

4-6 years experience in customer service/insurance operations with leadership

Active 20-44 or 220 insurance license

Minimum 3 years commercial insurance experience

Proficiency in Microsoft Office

Tools

Microsoft Office

Job description

Current job opportunities are posted here as they become available.

Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation’s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development.

We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets.

Scope

The Engagement Center Team Lead is a high-impact, hands-on leader who owns the daily performance of their team. This role goes beyond traditional supervision by driving operational excellence, service quality, and continuous improvement across the Engagement Center. Provides daily leadership to customer service staff to meet expectations. Ensures effective, timely delivery of superior insurance-related customer service and helps resolve disputes. Identifies system, process and workflow enhancements. Assigns work throughout the department and follows up on it in a timely way. Creates a high-performance culture centered on customer experience, accountability, and execution excellence. Serves as a visible representative of Brightway leadership through consistent communication, coaching, and operational presence. Works with all levels of the organization and with all franchisees to promptly resolve issues to ensure satisfaction.

What Success Looks Like

Team Leads at Brightway are measured on outcomes, not activity. You own the following KPIs for your team:

• Service Level & Speed - Calls handled within target, low abandonment rate
• Quality Scores- QA accuracy, compliance, call resolution standards
• Team Productivity - Productivity, efficiency, and workload management across assigned representatives
• Automation Adoption - Adoption and optimization of digital tools, workflows, and process automation initiatives

Drive Team Performance Daily

• Own real-time floor presence - monitor queues, intervene early, and remove blockers before they affect customers or SLAs
• Review team dashboards and metrics at the start and end of every shift; act on trends, not just exceptions
• Constantly monitoring team inventory of work to ensure cases are being resolved quickly and accurately. No cases are left behind
• Deliver targeted, data-driven coaching focused on performance improvement and customer outcomes
• Deliver rapid feedback loops - same-day recognition and redirection

Champion Quality & Compliance

• Own QA outcomes for the team - listen to calls, review interactions, identify patterns, and close gaps
• Ensure every team member understands current standards and is equipped to meet them
• Escalate systemic quality issues with documented root cause and proposed solutions
• Model the behaviors you expect - you are the standard

Lead Automation & Process Improvement

• Actively identify manual, repetitive tasks that can be automated or streamlined
• Partner with Engagement Center peers and Technology to implement, test, and embed new tools and workflows
• Champion adoption of automation tools within the team; train, coach, and hold accountable for usageDocument and maintain current-state and future-state process maps for your team's workflows
• Submit structured improvement proposals with quantified impact estimates

Develop Your People

• Identify skill gaps through observation and data; create targeted development plans
• Conduct regular 1:1s focused on growth, goals, and performance against metrics
• Prepare and deliver timely, specific performance reviews and salary recommendations
• Build bench strength and develop team members who are ready for the next level
• Act as a career advocate for your team, not just a performance manager

Operate with Leadership Presence

• Represent the team to senior leadership with clear, data-supported updates on performance and initiatives
• Translate company strategy into concrete behaviors and daily actions for your team
• Administer HR policies fairly and consistently; elevate people matters proactively
• Maintain accurate records in all applicable systems; ensure team compliance with documentation standards

Skills, Licenses, Certifications

• Metrics fluency: you read dashboards instinctively and translate numbers into action
• Coaching credibility: reps trust your feedback because it is specific, fair, and grounded in data
• Change agility: you embrace new tools, new processes, and new ways of working - and pull your team along
• Operational leadership presence: visible, engaged, and proactive in daily team operations
• Continuous improvement mindset with the ability to identify workflow inefficiencies and implement scalable solutions
• Communication: clear and direct - with your team, your peers, and leadership

Education and Experience

• Bachelor's degree or equivalent professional experience required.
• 4-6 years of experience in customer service, insurance operations, or contact center environments required, including demonstrated leadership experience.
• Active 20-44 or 220 insurance license required.
• Minimum 3 years commercial insurance preferred
• Proficiency in Microsoft Office applications required

Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.

We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.