Team Lead, Community Branch Network
Core
Lead a small team of road agents at the Brentwood branch while managing client insurance needs and branch operations.
Role type
Team Lead, Insurance Brokerage
Builds
Insurance policies and services for clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Level 2 General Insurance License, sales drive, leadership, client service, product knowledge, scheduling, compliance management
Preferred skills
1 year insurance sales experience, Microsoft Office proficiency
Technologies
Microsoft Word, Excel, PowerPoint, Outlook
Responsibilities
Manage sales, retention, and service needs of clients; lead and coach a small team of road agents; ensure compliance with insurer and privacy regulations; handle client and dealership concerns; manage branch inventory and funds; provide performance feedback to team members.
Seniority
Individual Contributor, Team Lead