CareerPlan

Team Leader - Account Manager, Broking

Kansas City, MO, USFull-time2026-07-08 → 2026-11-09
Hybrid

Core

Lead, mentor, and develop account management professionals across multiple insurance lines while managing a small portfolio of complex clients to ensure exceptional service and operational excellence.

Role type

Senior IC people manager (account management)

Builds

Insurance placement solutions and client retention strategies

Domain

Insurance brokerage / Risk management

Deliverable

client delivery

Required skills

Team leadership and mentorship, Strategic planning, Operational oversight, Client relationship management, Market intelligence analysis, Regulatory compliance, Cross-functional collaboration, Data-driven decision making, Process improvement, Negotiation

Preferred skills

Insurance broker licenses or certifications

Technologies

Workflow and placement tools

Responsibilities

Lead, mentor, and develop account managers across multiple lines of insurance; Oversee daily operations for insurance placement and client account management; Manage a small portfolio of complex client accounts; Drive strategic initiatives to improve workflow efficiency and client satisfaction; Monitor market trends and regulatory changes; Foster a culture of accountability and commercial excellence.