Team Lead Account Manager

Job Description

We strive to be Your Future, Your Solution to accelerate your career.

Contact Staci Payne at or to learn more about this opportunity.

Team Lead Account Manager

Job Overview: Our financial services client is seeking to add a new Team Lead Account Manager to their team. This leadership role is responsible for managing and guiding a team to ensure exceptional service delivery, operational efficiency, and continuous improvement. The position requires strong team management skills, industry knowledge, and a focus on delivering an outstanding client experience.

This is a Direct Hire role.

What you will be doing as a Team Lead Account Manager

Team Leadership & Development

• Provide strong leadership and strategic direction to team members.
• Coach and mentor team members to support their professional growth and development to include monthly one-on-one meetings to discuss performance
• Foster a collaborative and positive team environment through regular communication and engagement.
• Ensure team adherence to quality and productivity standards through effective monitoring and support.
• Maintain comprehensive employee documentation, including performance records and development plans.

Client Service & Account Management

• Ensure the accuracy and quality of work delivered to clients.
• Process and document client requests promptly and accurately.
• Conduct annual insurance reviews and recommend appropriate additional coverages.
• Respond to client inquiries regarding coverage, policy changes, and status updates.
• Build and maintain strong, long-term relationships with internal and external clients.
• Deliver a consistently high level of client service by staying informed about new products, services, and technologies.

Operational Excellence

• Oversee day-to-day workflow management and assign tasks to team members as needed.
• Review, refine, and implement process improvements that enhance team efficiency and interdepartmental collaboration.
• Ensure deadlines for new, renewal, and project work are met consistently.
• Maintain accurate and up-to-date electronic client files per agency standards.
• Collaborate with leaders across departments to implement initiatives that improve productivity and the overall client experience.
• Support and contribute to quality assurance initiatives and performance evaluations.

Reporting & Analysis

• Prepare and review reports ensuring accuracy and data integrity.
• Work with analysts and department leadership to understand and meet business requirements.
• Use performance data and feedback from carriers and clients to drive improvement efforts.

Skills you ideally bring to the table as a Team Lead Account Manager

• Associate's or Bachelor's degree preferred
• Minimum of 6 years of commercial lines insurance experience required
• Property & Casualty License required
• Experience leading account managers preferred
• Supervisory experience preferred
• Familiarity with insurance terminology and documentation
• Strong customer service background

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Saige Partners, one of the fastest growing technology and talent companies in the Midwest, believes in people with a passion to help them succeed. We are in the business of helping professionals Build Careers, Not Jobs. Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture. Contact us to learn more about the opportunity below or check out other opportunities at

Meet Your Recruiter

Erin Pals