Personal Lines, Team Lead
Core
Lead a team of insurance advisors to serve clients in all insurance needs while managing branch operations, training, and sales.
Role type
Team Lead (Insurance Advisor)
Builds
Insurance policies and services for personal lines clients
Domain
Insurance / Personal Lines
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, self-motivation, entrepreneurial mindset
Technologies
Microsoft Word, Excel, PowerPoint, Outlook
Responsibilities
Develop high-performing team, manage renewal lists and reports, provide performance feedback, maximize resources via scheduling, ensure regulatory compliance, support branch efficiency, manage new business sales and retention, resolve client concerns, delegate tasks
Seniority
Mid-level, hands-on IC with leadership duties