# Shared Services Lead - Personal Lines

> Equal Parts · Austin, United States (Hybrid) · Full-time · Posted 2026-02-02

**Salary:** USD 75,000–100,000

**Workplace:** hybrid

**Department:** Operations

## Description

**Equal Parts** is building the next-generation insurance agency. We’re a founder-led, tech-driven company creating an AI-powered infrastructure to modernize how insurance agencies operate at scale - so teams can spend less time navigating complexity and more time delivering real value to customers. Our ambition is to become the fastest-growing insurance brokerage in the country by combining acquisitions with scalable, technology-enabled growth. 

We are looking for a **Personal Lines Team Lead, Shared Services** to build and run the Personal Lines Shared Services function from the ground up.

This role is central to our ability to scale efficiently while maintaining a high-quality, consistent customer experience across agencies. In the near term, you will both do the work and design how the work gets done—owning day-to-day Personal Lines servicing while partnering with leadership, product, and agency teams to establish clear workflows, service standards, and measurement.

Over time, this role will evolve into leading and developing a Personal Lines Shared Services team and operating as a peer to the Commercial Lines Shared Services lead.

This is not a back-office maintenance role.  
This is a high-ownership, player-coach role for someone who thrives in ambiguity, loves operational problem-solving, and wants to help build something that will scale.

### What You’ll Own

-   The day-to-day execution of Personal Lines Shared Services work across inbound requests and system-driven notifications
-   Triage, prioritization, and ticket creation for renewals, carrier notices, policy changes, and customer inquiries
-   A portion of hands-on Personal Lines servicing work, especially higher-judgment or early-stage processes
-   Service quality and SLA adherence across Personal Lines Shared Services
-   Clear, documented workflows for how Personal Lines work flows into and through Shared Services
-   Ongoing refinement of processes as tools, platforms, and volume evolve
-   Visibility into service volume, backlog, and risk, with clear escalation paths
-   Training, support, and day-to-day coaching of team members as capacity grows
-   Close partnership with Product, Platform, Operations, and agency teams to adapt execution as systems change

## Requirements

-   3–7 years of experience in insurance operations, servicing, or customer support
-   Active resident state insurance license required
-   Strong familiarity with Personal Lines insurance workflows, including renewals, endorsements, and carrier communications
-   Comfort operating in a player-coach model—executing work while improving systems and process
-   Strong operational judgment and ability to triage, prioritize, and make tradeoffs
-   Experience working in fast-changing environments with evolving tools and processes
-   High attention to quality, follow-through, and accountability
-   Clear communicator who works well with frontline teams and leadership

## Benefits

For eligible employees, Equal Parts offers a comprehensive benefits package designed to support your health, well-being, and financial stability, including:

-   Major Medical Health Insurance with employer premium contributions
-   Voluntary benefits including dental, vision, supplemental life, disability, and accident coverage

## Apply

[Apply at Equal Parts](https://apply.workable.com/equal-parts/j/F3E69CA1E7/apply)

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