Acrisure · 5 months ago
Team Lead - Operations, Commercial Large - SW Territory (15 positions open), West
1950 W Corporate Way - Anaheim, CA
Full-time
Onsite
Mid Level
$76K/yr - $127K/yr
3+ years expAcrisure Partners West Coast Insurance Services is seeking a Team Lead - Operations for the Commercial Large sector in the SW Territory. This role focuses on executing operational strategies, enhancing customer service, and fostering a high-performance team culture while ensuring compliance and operational excellence.
Financial ServicesInsuranceInsurTech
Responsibilities
Guide team members in delivering proactive, personalized, and consistent service experience
Support feedback collection and escalation processes to ensure timely resolution of client issues and promote long-term satisfaction and retention, and support retention SWARM process
Foster a positive, client-centric culture by modeling accountability, collaboration, and inclusion
Provide coaching, support skill-building, and promote professional development to strengthen team engagement and performance
Monitor individual and team performance metrics, identify gaps, and offer real-time feedback and support
Assist in anticipating team needs to maintain workflow momentum and service quality
Connects with Manager to relay real-time feedback for teams for increased visibility
Ensure team adherence to company policies, procedures, and regulatory standards
Identify potential risks and contribute to the development of consistent practices that reduce exposure
Lead the day-to-day execution of workflow improvements and process enhancements
Promote the use of best practices and standard operating procedures to ensure high service quality and efficiency
Partner with internal stakeholders on initiatives that support client growth, cross-selling opportunities, and market expansion
Support adoption of operational technologies and tools to drive automation and scalability
Help identify process optimization opportunities and ensure team alignment with operational strategies
Qualification
Required
Bachelor's degree in business administration or related field is preferred
Must currently hold an active life & health insurance license
Minimum of 3 years of progressive experience in the insurance and/or financial services industries
Proven experience in managing and supporting teams, implementing process improvements, and driving operational excellence
Effectively balance leadership responsibilities with individual contributor duties by continuing to service and retain a personal book of business, supporting a player/coach model that ensures hands-on client engagement and accountability
Experience supporting business development lifecycle
Self-motivating and has the ability to motivate others to achieve and excel in a fast-paced, dynamic environment
Excellent business and people decision-making skills and problem-solving abilities
Model positive energy and handle stress in the face of challenges, deadlines, and aggressive financial commitments
Excellent leadership and coaching ability
Deep understanding of markets, clients, and competitors
Adept at cultivating and growing productive, long-term customer relationships
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2025-12-08
Company data provided by crunchbase