Insurance Services Team Lead

Posted 1 day ago

This is a fully remote position, open to applicants in United States, +17 more locations.

📋 Description

• Mentor and guide a team of 10 insurance agents.

• Conduct regular one-on-one meetings, offer constructive feedback, and perform performance evaluations.

• Proactively identify and resolve performance challenges.

• Oversee staffing and coverage responsibilities.

• Perform quality assessments.

• Manage timesheets and paid time off (PTO).

• Ensure adherence to insurance regulations and company policies by agents.

• Address complex issues related to products, carriers, and systems.

• Assist with customer calls as necessary.

• Collaborate with various departments to address operational challenges.

• Contribute to projects aimed at enhancing the customer experience.

• Work closely with the Manager of Contact Center Operations.


⛳️ Requirements

• A minimum of 3 years of experience within a high-volume contact center in the insurance or financial services sector.

• Proven experience in a leadership or "player-coach" role (such as Team Lead, Senior Representative, or Manager).

• An active Property & Casualty (P&C) license is mandatory, or a commitment to obtaining one promptly.

• Strong technical skills are essential.

• Proficiency with CRM tools and omni-channel communication platforms.

• Must currently reside in an eligible state in the U.S. or Ontario, Canada.

• Must possess legal authorization to work in the U.S. or Canada.


🏝️ Benefits

• Equipment provided.

• Health insurance coverage.

• Vision insurance included.

• Dental insurance offered.

• Paid time off (PTO).

• Paid parental leave available.

• 401(k) plan with employer matching.

• Wellness benefits provided.

• Equity opportunities and stock options.

• Opportunities for bonuses.

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