Team Leader, Insurance Operations
Core
Lead a team of insurance brokers/agents to ensure operational goals, customer experience, and process efficiency are met.
Role type
Senior IC team leader (insurance operations)
Builds
Insurance service delivery and operational workflows
Domain
Insurance / Contact Center Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
RIBO license, Broker experience, Performance management, Coaching, Cross-functional collaboration, Scheduling, Interviewing
Preferred skills
Senior broker experience, Peer coach experience, Management experience
Technologies
CRM systems, Policy management systems, Data portals
Responsibilities
Support staff by identifying developmental needs and conducting performance reviews; Collaborate with managers on employee discipline and terminations; Act as a technical resource for data and policy systems; Handle and document escalations; Participate in process alignment discussions; Coordinate staff schedules; Participate in candidate interviews.
Seniority
Senior, hands-on IC