Branch Team Lead
Core
Lead and coach a team of insurance brokers to meet service and sales goals while managing operational reporting and team performance.
Role type
Senior IC branch team lead (insurance brokerage)
Builds
Insurance brokerage services for businesses and individuals
Domain
Insurance brokerage
Required skills
leadership, coaching, training, operational reporting, performance metrics management, client service, process creation, relationship management
Preferred skills
Level 2 General Insurance License, industry designation (CAIB, CIP, FCIP, CRM), entrepreneurial spirit
Technologies
None stated
Responsibilities
Motivate and coach team members to meet service and sales goals; support operational reporting and manage team targets; assist the Branch Manager and ensure daily service commitments; answer client and associate questions and handle escalations; train new hires and assist in creating processes; maintain employee relationships to ensure quality service standards.
Seniority
Mid-level, hands-on IC