Personal Lines Insurance - Customer Service Team Lead

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

 

JOB OVERVIEW:

Come join our Premier Personal Lines Insurance team!  This is an exciting opportunity to step into a new role, new office location, and build a top-notch team! Currently, most of our personal lines team members are based in the Northeast and southern Indiana. We are expanding our team to build out a new location in the Twin Cities!

The Personal Lines Insurance - Customer Service Team Lead role's responsibilities include the following areas: hiring, training and mentoring the Premier Client Advocate team members, and providing day-to-day customer service to our clients. The team leader helps guide and support the service team, fostering a culture of growth, collaboration, and continuous improvement.

A successful candidate will embody the highest standards of leadership and professionalism. The ideal candidate will bring a unique blend of discernment and empowerment, enabling their team to excel while making well-informed decisions. This is an opportunity for a dynamic leader who thrives on collaboration, values accountability, and is committed to excellence & great customer service.

The individual in this role must be a clear communicator who will precisely articulate goals and expectations, ensuring alignment across all stakeholders. Above all, they will inspire their team to achieve greatness while maintaining a supportive and inclusive environment.

 

LOCATION: In-Office - St. Louis Park, MN - This is a fully in-office role in order to be able to successfully mentor, train & develop new team members. Office location will be a temporary site in St. Louis Park until long-term office can be secured also in St. Louis Park or close to it.

 

WHAT WE’RE LOOKING FOR:

• REQUIRED: Personal lines insurance experience AND experience having been in a team lead or leadership role. As soon as this role starts, they will actively help recruit, hire, onboard & train new team members and start building out the new office location.
• Dynamic, proven leaders who thrive on collaboration, valuing accountability, and being committed to excellence.
• Candidates with strong, professional communication skills and relationship-building skills – both written and verbal. 
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.
• Individuals with an excellent eye for building out processes and eager to help create and grow this new team!

 

WHAT YOU’LL DO:

Team Lead duties:

• Supports the education and development of team members through training, coaching, and mentorship.
• Builds strong relationships, navigate challenges effectively, and supports the growth and development of each team member.
• Onboards new team members including initial training on EPIC systems and processes.
• Oversees and facilitates ongoing training, education, and support of team members on EPIC systems and processes as well as on insurance related topics.
• Effectively allocates day-to-day tasks and special projects to team members to ensure appropriate capacity and workload of team members.
• Coaches team members on areas of concern including work quality, attention to detail, and attendance.
• Assists in goal setting inc