About Keystone

Keystone is a rapidly growing insurance brokerage platform partnering with independent agencies across the United States. Keystone provides strategic resources, capital investment, and operational support to drive sustainable growth, empowering agencies to maintain their identity while accessing best-in-class tools in Finance, HR, Sales, and M&A integration. The leadership team brings over a century of combined industry expertise, fostering collaboration, innovation, and long-term value. For more information please visit: https://mykeystone.com/.

Small Commercial Solutions Manager

Position Summary:

Keystone is entering an exciting new chapter, one that embraces innovation and prioritizes agility without compromising customer-centricity and growth. The Small Commercial Solutions Manager will play a key role in helping shape this transformation. Responsible for the solution design and execution across both micro and small commercial account segments, the Small Commercial Solutions Manager will be responsible for the day-to-day Small Commercial Solutions design and execution, ensuring they are scalable and continually drive improvements in the way we serve clients and operate internally.

This role is responsible for developing practical, forward-looking solutions across both micro and small commercial account segments, with a strong focus on simplicity, process optimization, and enabling technology. You’ll lead a team of analysts, collaborate with leaders across the organization, and play a hands-on role in executing projects that modernize how we work. Ideal candidates are curious, adaptable, and motivated by the opportunity to build better from the ground up.

Key Responsibilities:

Solution Design & Delivery

• Design and implement scalable solutions for both micro and small commercial account servicing, leveraging process, technology, and operational models.
• Identify opportunities to drive efficiencies through streamlining work, reducing manual effort, and improving consistency and turnaround times.
• Translate strategic intent into actionable implementation plans with measurable outcomes.
• Plan and execute the transition of accounts into Small Commercial Solutions, ensuring alignment and capability as needed at all levels within Keystone and its Platform Agencies.

Strategic Collaboration

• Work closely with operations leadership, underwriting, service, IT, and other partners to align solutions with emerging business strategies.
• Partner with Sales, Strategy, and Placement to develop and execute a cohesive strategy for Producer Compensation, Small Commercial Panels, and Merger Integration.
• Bring data-driven insights and external perspectives to challenge existing processes and propose better approaches.
• Participate in shaping the broader small commercial strategy by representing frontline execution needs and feedback.

Process, Technology & Vendor Enablement

• Develop and document end-to-end workflows that support delivery of consistent, efficient service to micro/small accounts.
• Gather and refine business requirements for technology needs; partner with IT and product teams to implement and optimize systems.
• Identify, evaluate, and manage third-party tools or vendor relationships that support solution execution or automation.
• Ensure systems and processes are well-integrated, easy to use, and aligned with business priorities.

Project Management & Execution Oversight

• Lead or support implementation of cross-functional projects, ensuring alignment with scope, timeline, and resources.
• Track project milestones, communicate risks and dependencies, and coordinate with stakeholders across departments.
• Maintain project documentation and support leadership visibility into initiative status and performance.

Training & Support

• Create and deliver training materials, job aids, and onboarding plans to support the adoption of new processes and systems.
• Facilitate training sessions and build ongoing support and knowledge sharing mechanisms.
• Act as a liaison between end users and solution teams to surface feedback, troubleshoot issues, and drive continuous improvement.

Team Leadership

• Lead a team of direct and dotted-line Analysts across multiple disciplines, including Design, Carrier Relations, Finance, HR Finance, and Legal, by setting priorities, delegating responsibilities, and ensuring timely delivery of high-quality work.
• Coach and develop team members to build skills in problem-solving, solution design, and cross-functional collaboration.
• Foster a team culture that embraces change, values innovation, and strives for operational excellence.

Qualifications:

• Bachelor's degree in Business Administration, Insurance, Technology, or a related field.
• 10+ years of experience in Commercial Property & Casualty lines, with at least 2 years focused on small or micro commercial lines.
• Strong understanding of Small Commercial operations, with specific experience in process design, solution development, and system and workflow implementation and support in an operational, underwriting or brokerage environment.
• Ability to understand stakeholder needs, and influence and lead change.
• Proven experience in project management and system implementation.
• Excellent analytical and problem-solving skills.
• Strong communication, presentation, and interpersonal skills.
• Ability to work independently, as part of a team and across functions to drive results.
• Experience with Agile methodologies a plus.
• Travel expectations include 50% during the first year, transitioning to an estimated 25% travel on an ongoing basis thereafter.
• Ability to pass a criminal background check, as permitted by law.

Remote Work Environment: Preference given to candidates in Eastern or Central U.S. time zones

Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.

Benefits:

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.