New Business Team Lead
Core
Lead a team responsible for delivering accurate, efficient, and customer-focused insurance operations.
Role type
Senior IC operations team lead (insurance)
Builds
Insurance operations workflows and customer service delivery
Domain
Insurance / Customer Operations
Required skills
Team leadership, workflow coordination, performance monitoring, training and development, process improvement, customer service, data analysis, project management, cross-functional collaboration, problem-solving
Preferred skills
LOMA 280 and 290 certifications, Associate Customer Service (ACS) designation, prior experience with the partner organization
Technologies
Policy administration systems, common computer applications
Responsibilities
Provide day-to-day direction, guidance, and coaching to team members; Organize team workloads, assign tasks, and monitor staffing levels and KPIs; Train new hires and develop training materials; Handle escalated customer cases and authorize minor service exceptions; Review operational reports and identify trends for improvement; Collaborate with other departments to update processes and develop tools.
Seniority
Senior, hands-on IC