Agency Services Supervisor
Core
Provide professional support and leadership to the Agency Services Team, ensuring teammates achieve service, production, and quality goals while driving operational objectives.
Role type
Agency Services Supervisor
Builds
Insurance agency service operations, including processing, phone support, and compliance documentation.
Domain
Insurance / Operations Management
Required skills
Team leadership and coaching, conflict resolution, workflow optimization, performance management, compliance monitoring, process improvement, data processing, Microsoft Office proficiency, emotional intelligence.
Preferred skills
Associate's degree or higher, Salesforce platform experience, insurance underwriting concepts knowledge, Property & Casualty licensing.
Technologies
Microsoft Office (Excel, Word, Outlook), Salesforce
Responsibilities
Resolve customer issues and inquiries, motivate and develop teammates, monitor and assign work based on volume, ensure service level standards, provide weekly/monthly reporting of KPIs, collaborate with operations leaders to optimize workflows, ensure compliance with state/carrier requirements, audit teammate transactions, create and revise process guides, coordinate new employee training.
Seniority
Mid-level, hands-on IC with team management