Team Lead
Department:
Underwriting
Typical Tenure for this Role:
5-7 years
Promotion to this role is subject to availability.
Role Overview
Role Description
The Underwriting Team Lead is a leader responsible for driving team knowledge and consistency. This role requires analyzing and interpreting advanced data to identify and address complex risks like Rate Evasion. You will lead mentorship and training efforts, maintain all training material, and perform quality audits (QA). The Lead acts as the point of contact for internal partners like Marketing, collaborating to strategically position our agencies and managing high-level project initiatives.
Key Skills & Competencies
Successful Team Leads demonstrate expertise in training, influence, and cross-functional strategy:
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Training Leadership: Be the lead trainer for new UW associates and maintain all training material, focusing on the ability to "Teach vs. Tell."
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Influence & Strategy: Serve as the point of contact for Marketing and collaborate on positioning agencies, while also working with Claims, Product, and Marketing to evaluate trends to take UW action.
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Management Acumen: Functions as a Supervisor in Training with the ability to successfully run a team meeting if necessary and manage workflow (WS flows).
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Design and deliver advanced presentations and trainings.
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Deliver QA results to staff in a coaching framework.
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Maintain documentation of departmental procedures (SOPs).
KPIs
Performance is measured by leadership visibility, mastery of content, and personal development:
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Underwriting Acumen: Leads case studies and complex risk reviews, setting the standard for the team.
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Knowledge Base: Role models skill sets from all junior underwriting roles, serving as the final internal resource for underwriting questions.
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Self-Evaluation: Do I take accountability? Demonstrates ownership over team results and continuous self-improvement.
KPI's
Role Development
Learning and Development
Training focuses heavily on formal leadership, quality control, and advanced project skills:
Brainsharks:
Leadership training (coaching and mentoring)
QA training – umbrella
Leading meetings
Advance project management training
Delivering QA results
LinkedIn Learning:
Leadership Mindset
Leadership Practical Skills
Daily Habits of Effective People Management
Practicing Your Listening Skills
Advanced professional designations such as CPCU, AAI, Six-Sigma, and formal Leadership Training are highly recommended for career acceleration.
Guidelines for Promotion into this Role
Advancement requires a clear demonstration of leadership and influence that extends beyond the immediate team:
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Demonstrated ability to influence decision making across groups.
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Ability to mentor/coach at a high level.
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Developed personal brand as a leader within underwriting and across groups.