Team Lead, Complex Risk Support Services
The Team Lead & Account Manager is a dual-focus role within HUB Coastal's Complex Risk Commercial Insurance Division. This position blends client relationship management with team leadership, mentoring, and day-to-day operational support. The ideal candidate brings technical insurance expertise, a solutions-oriented mindset, and the ability to develop others while actively managing a commercial book of business alongside a Producer.
Responsibilities:
Client Management & Business Development
- Maintain and grow an existing book of commercial business with a high standard of client service working in partnership with a Producer
- Stay current on coverages and market developments; proactively anticipate and respond to client needs
- Prepare and manage new business submissions across available markets
Team Leadership & Development
- Support onboarding, training, and ongoing development of new and existing team members
- Coach and mentor staff at varying experience levels; reinforce service standards and process workflows
- Lead the team’s budget process
- Identify and implement operational process improvements that enhance service team effectiveness
- Build and develop training capability within the team
Operational & Technical
- Serve as the day-to-day resource for employee questions on technical, processing, and training matters
- Assist with problem-solving and decision-making in the absence of a manager
- Collaborate with Commercial Managers and Producers to ensure service excellence
- Review processing for accuracy and conduct regular account audits
- Reconcile accounting transactions and activities
- Monitor and manage accounts receivable aging
- Oversee month-end close and H2H billing processes in coordination with the Deal Desk
Professional Development
- Maintain ongoing professional development to strengthen technical knowledge and industry expertise
- Other duties as assigned
Qualifications
Required
- Minimum 5 years of commercial insurance experience
- BC Level 2 General Insurance License
- Proven account management experience
- Strong written and verbal communication skills
- Intermediate to advanced computer proficiency
- Excellent organizational and attention to detail
Preferred
- Recognized industry designation (CAIB, CIP, CRM, BCIT Risk Management Certificate, or equivalent)
- Experience in a team lead, mentoring, or supervisory capacity
- Familiarity with commercial brokerage systems and workflows
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