Department: Service Operations
FLSA Status: Exempt
Location: In office required – Dallas, TX
Reports to: VP of Service Operations
Team: Accounts Specialists, Commercial
Base Salary Range: $160k - $180k (dependent upon experience) + bonus
We're looking for a forward-thinking Director of Account Management, Commercial to manage a 10-person (and growing!) team of commercial P&C insurance account managers and placement specialists.
*To be considered, you must have an Active Property & Casualty insurance license*
About the Company
We're where insurance and benefits become a competitive advantage for Small and Medium sized business – and a career-defining opportunity for you. We’re not just “brokers” – we’re tech-powered, mission-driven partners who deliver enterprise-level service at SMB scale. Our platform, tools, and culture are built for people who want to do benefits better, faster, and smarter. If you want to help shape the future of benefits placement, you belong here.
Our advantage lies in our blend of AI-powered technology and human expertise, enabling a seamless, omnichannel experience for SMB clients and their employees. We’re giving producers and servicing staff the tools to thrive. We prioritize quality, affordability, simplicity, and value – not just in our products, but in how we operate and in the individuals we hire.
This isn’t business as usual – and we’re looking for people who are ready to build something different.
Compensation & Benefits
- Base Salary: $160k–$180k (depending on experience) + a 0.5% commission override on your team’s new business and renewals
- Healthcare: 100% employer-paid premiums
- 401k: Eligible on first payroll, with 4% company match
- Perks: $60/month cell phone stipend, company-paid parking, 14 annual holidays (13 scheduled + 1 floating)
- Company-paid parking
What You’ll Do
- Lead & Inspire: Oversee a high-performing team of Account Managers and Placement Specialists across both Employee Benefits and Commercial Insurance, fostering a culture of excellence, collaboration, and innovation.
- Operational Excellence: Ensure your team delivers proactive, high-touch service, seamless renewals, and strategic coverage optimization for SMB clients.
- Performance Management: Lead data driven performance management by setting clear goals, coaching for success, and driving accountability across client retention, satisfaction and operational standards.
- Process Improvement: Champion the adoption of AI-powered tools, digital workflows, and best practices that streamline service delivery and maximize efficiency.
- Client Advocacy: Serve as an escalation point for complex client issues, carrier negotiations, and strategic account decisions.
- Cross-Functional Collaboration: Partner with Sales, Marketing, and Product teams to align service delivery with go-to-market strategies and elevate the client experience.
- Team Development: Recruit, onboard, and mentor talent, building a pipeline of future leaders and subject matter experts.
- Results & Rewards: Earn a competitive salary ($160–$180k) plus a 0.5% commission override on your team’s new business and renewals – your leadership directly drives your success.
What Makes Us Different?
- AI-Powered Advantage: Your team is equipped with warm leads, a robust marketing engine, and a tech stack that eliminates the “old-school” grind.
- Startup Energy, Proven Stability: Enjoy the excitement of a high-growth startup with the backing and stability of a proven business model.
- Growth Without Limits: We’re scaling fast, and your ideas and leadership can shape the future of our service model.
- Rewards & Perks: Competitive base, exceptional benefits, and performance-driven financial incentives.
Speaking of Exceptional Benefits
- Free medical coverage plus partially employer-paid dental & vision insurance for you and your dependents
- An HSA with employer dollars to help you save
- Mental health resources for life's tougher moments
- Company-paid life insurance and short-term disability
- Company-paid parking on-site
- $60/month cell phone stipend
- 401(k) dollar-for-dollar company match up to 4% with 100% immediate vesting
- A team that genuinely enjoys spending time together — backed by free snacks, drinks, and events that people still talk about long after they happen
- Competitive paid time off, to recharge, so you can show up as your best self
- 12 paid holidays to recharge, plus a floating holiday to spend however you see fit
- You take care of the work. We’ll take care of you.
Required Qualifications
- 7+ years of experience in an independent insurance brokerage, with a background in account management, placement, or client services (agency, carrier, or TPA experience considered).
- 3+ years of direct people management experience, with a track record of building and leading high-performing teams.
- Strong knowledge of both commercial insurance (GL, Property, WC, BOP, EPLI, Cyber, etc.)
- Must have active Property & Casualty insurance license.
- Comfort with digital platforms, AMS/CRM systems (Applied Epic, Employee Navigator, etc.), and modern service delivery tools.
- Excellent communication, coaching, and organizational skills.
- Must be based in Dallas, TX area and able to work in-office in the North Dallas area.
Preferred Qualifications
- Industry certifications such as CIC, CPCU, or CEBS.
- Experience in a fast-paced, growth-focused, or tech-enabled agency environment.
- Proven success driving adoption of new technology and process improvements.
- Experience managing teams across both commercial insurance and employee benefits.
Key Competencies
- Service-oriented and client-focused with strong problem-solving skills.
- Technologically savvy and comfortable with digital tools to streamline workflows.
- Organized, detail-oriented, and able to manage multiple priorities independently.
- Strong interpersonal skills and ability to collaborate effectively with sales and service teams.
- Capable of handling complex placement and carrier negotiations with confidence.
Ready to Lead the Revolution?
If you’re looking for a place where your leadership matters, your ideas shape the future, and your career can grow as fast as you want – this is for you. Don’t just get a job. Get a seat at the table where the future of insurance and benefits is being built.
