Lead Insurance Advisor
Core
Lead a high-performing customer service team for small business insurance, ensuring SLA attainment and policy lifecycle excellence.
Role type
Senior team lead (customer service/insurance)
Builds
Customer service operations and policy support for small businesses
Domain
Insurance / Customer Service
Deliverable
dashboards & analysis
Required skills
Team leadership, P&C insurance licensing, Process improvement, Data analysis, Technology/AI adoption, Performance management, Escalation handling
Preferred skills
Strategic thinking, Automation expertise, Cross-functional collaboration
Technologies
Slack, Ticketing systems, AI-driven tools
Responsibilities
Manage assigned team of Insurance Advisors, Monitor real-time queues and adjust tactics, Conduct 1:1s and performance reviews, Handle complex customer escalations, Identify process improvement opportunities, Foster team culture