Personal Lines, Team Lead
Core
Lead a team of insurance advisors to serve clients' personal lines insurance needs while managing branch operations and sales.
Role type
Team Lead (Insurance Advisor)
Builds
Personal lines insurance policies and client service solutions
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Level 2 General Insurance License, client service, leadership, teamwork, insurance product knowledge, sales drive, Microsoft Office proficiency
Preferred skills
1 year experience in insurance sales
Technologies
Microsoft Word, Excel, PowerPoint, Outlook
Responsibilities
Develop and manage a high-performing team, distribute renewal and activity reports, provide performance feedback, maximize resources through scheduling, ensure regulatory compliance, manage new business sales and retention, resolve client concerns, delegate tasks
Seniority
Mid-level, hands-on IC with leadership duties