Team Lead, Insurance Service

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

📋 Description

• Lead and mentor a team of 10 insurance agents.

• Hold regular one-on-one meetings, provide constructive feedback, and conduct performance evaluations.

• Proactively identify and address performance challenges.

• Oversee staffing and coverage responsibilities.

• Execute quality assessments.

• Manage timesheets and paid time off (PTO).

• Ensure compliance with insurance regulations and Jerry policies among agents.

• Resolve intricate product, carrier, and system-related issues.

• Participate in customer calls when necessary.

• Collaborate across the organization to address operational challenges at their source.

• Assist in developing initiatives that enhance Jerry’s customer experience.

• Work in close partnership with the Manager of Contact Center Operations.

• Provide a premium customer experience through calls, chats, and digital channels.

⛳️ Requirements

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

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

• Active Property & Casualty (P&C) license is mandatory (or a commitment to obtain one promptly).

• Strong technical proficiency is essential.

• Familiarity with CRM tools and multi-channel communication platforms.

• Candidates must currently reside in AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, or Ontario, Canada.

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

• Disclosure of visa sponsorship needs is required.

🏝️ Benefits

• Equipment provided.

• Health insurance.

• Vision insurance.

• Dental insurance.

• Paid time off.

• Paid parental leave.

• 401(k) plan with employer matching.

• Wellness benefits.

• Equity opportunities/stock options.

• Bonus opportunities.

• Remote work options.