Location: Fairfax, VA

Work arrangement: Fully in office, five days a week, at a brand-new office opening December 1. Candidates should ideally live within about an hour of Fairfax.

Reports to: Head of Operations, Mid-Atlantic, and the Market Leader, Mid-Atlantic

About the Company and the Role

Our client is a fast-growing national insurance brokerage expanding its presence in the Mid-Atlantic, including a new office in Fairfax, Virginia opening December 1.

As Team Lead, you will be the on-site leader of the Fairfax office. You will lead a team of 11 client managers and account executives, run the day-to-day operations of the service team, and support the office's two producers by building smooth processes for new business. Your biggest impact will be bringing the team together: getting everyone working in the same direction, keeping the energy positive, and helping the office adopt the standards and practices of a larger, growing organization. This role carries a lot of room for growth as the region expands.

What You'll Do

• Lead the day-to-day operations of the Fairfax service team as the office's on-site leader.
• Manage, coach, and develop a team of 11 client managers and account executives, including regular 1:1s and performance reviews.
• Handle core people management, including timecards, PTO, employee relations, onboarding, and training.
• Serve as the office's lead AMS 360 trainer and go-to resource.
• Build the new business handoff process so producers' new accounts move to the right client manager quickly and cleanly, including client welcome letters.
• Support the office's two producers with service processes and coordination.
• Enforce SOPs and compliance standards, and help the team adopt company-wide processes.
• Manage escalations with producers and carriers.
• Step in on client service when needed to keep accounts covered during transitions.

What You Bring

• Fluency in Spanish and English.
• About 5 years of people management experience (2+ years will be considered for the right person). Substantial leadership experience from outside insurance counts.
• At least 1 year of insurance industry experience.
• An active insurance license.
• Hands-on experience with AMS 360.
• Experience with a mix of commercial and personal lines.
• Strong skills with Microsoft Excel and Word, and real, current experience using AI tools in your work.
• Ability to work on site in Fairfax five days a week.
• A likable, confident leadership style, with the ability to take control and be firm when needed.

Nice to Have

• Experience opening a new office or leading a team through a transition to new processes.
• Experience building new business intake, onboarding, or welcome processes.
• Experience training others on AMS 360.
• Insurance designations or ongoing professional education.

Compensation

Base salary based on experience, plus bonus potential.