Commercial Lines Operations Supervisor
Highly respected and long-standing Dallas-based insurance agency is seeking three experienced Commercial Lines Operations Supervisors to join their award-winning team! Recognized as one of Insurance Journal's Top 100 P&C Agencies, an Insurance Journal Best Place to Work in the Southwest Region, and a Top Workplace in DFW by The Dallas Morning News, this rapidly growing agency is expanding their Commercial Lines leadership structure.
About This Opportunity
Our client is adding a new layer of middle management to their Commercial Lines division, creating three brand-new supervisor positions that will report directly to the CL Operations Manager. This is an exceptional opportunity for experienced Commercial Lines Account Managers who are ready to transition from managing a book of business to managing and developing a team of Account Managers.
About the Role
This role serves as a subject-matter expert and operational anchor for the team, ensuring consistency, accuracy, and efficiency across day-to-day account management activities. With a strong focus on workflow management, compliance, and execution, this position supports both team performance and client service excellence through clear processes, guidance, and hands-on problem-solving.
The ideal candidate brings deep knowledge of commercial insurance, a structured, analytical approach to operations, and the ability to translate complex coverage and procedural requirements into clear guidance for the team. This role balances people leadership with hands-on operational oversight to ensure continuity, quality, and service standards are consistently met.
Key Responsibilities
Team Management
- Directly supervise and manage a team of commercial lines account managers and assistants, providing leadership, guidance, and support to ensure optimal team performance and professional development
Daily Operations Support
- Serve as the primary point of contact for day-to-day operational questions from team members, providing immediate guidance on complex accounts, coverage issues, and procedural matters
Client Relationship Support
- When needed, create relationships with key commercial clients, participate in renewal meetings and new business presentations, and ensure exceptional service standards are consistently met
Backup Coverage Management
- Coordinate and assign backup coverage among team members for planned absences such as PTO, training, or other scheduled time off
- In emergency situations or when adequate backup coverage cannot be arranged within the team, step in personally to provide account management and assistant support to ensure continuity of client service
Compliance Collaboration
- Review compliance and audit reports generated by the compliance department for assigned team members, analyze findings to identify patterns or recurring issues, and determine where additional training or support is needed
- Collaborate with the Training and Development Manager to address skill gaps and implement targeted remediation strategies to improve compliance performance
Performance Management
- Conduct annual performance evaluations for direct reports, provide ongoing feedback and coaching, and serve as the first line of defense for performance issues before escalation to the CL Operations Manager
Promotion Recommendations
- Evaluate team member readiness for advancement and make formal recommendations for promotions based on performance and skill development
Administrative Oversight
- Approve PTO requests, manage scheduling, and ensure adequate coverage for all client accounts and operational responsibilities
Renewal Processing and Client Service Oversight
- Monitor and ensure the team is effectively processing renewals in a timely manner, maintaining renewal timelines, and delivering exceptional client service
- Oversee workflow management to guarantee clients receive the coverage, documentation, and support they need within established timeframes and service standards
Work Environment & Schedule
Regular in-office presence is required three days per week at the Dallas office.
Benefits Package
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Company-Paid Medical Insurance for employees
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401(k) Match: 100% match up to 3%
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PTO: Accrue up to 3 weeks in your first year, increasing to 4 weeks after year one
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Flexible Work Schedule: 7.5-hour workday with multiple start time options
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Hybrid Work Model: 3 days in-office, 2 days remote
Required Qualifications
- High School Graduate (college degree preferred)
- Minimum of 5 years working in the P&C insurance industry
- Excellent leadership and people management skills
- Strong analytical and problem-solving abilities
- Exceptional communication skills, both verbal and written
- Proven ability to manage multiple priorities and meet deadlines
- Experience using Applied EPIC
- Valid insurance license
- Proficient in Microsoft Office (Word, Excel, Outlook) and Adobe Standard
- Strong knowledge of commercial insurance products, underwriting practices, and risk assessment
- Experience with performance management and employee development
- Detail-oriented with strong organizational skills
Preferred Qualifications
- Experience with CSR24, Indio, Salesforce, ZoomInfo, Scribe, Tango
- Insurance designation – CISR, CIC, CRM, CPCU, CLCS
- Previous experience in commercial lines account management or underwriting