Team Lead, Personal Insurance Administration
Core
Provide hands-on administrative support, maintain quality and workflow consistency, and support team training and onboarding for personal insurance administration.
Role type
Team Lead, Personal Insurance Administration
Builds
Administrative services and operational workflows for personal insurance clients
Domain
Insurance / Personal Lines
Required skills
Insurance administration, workflow coordination, audit and reconciliation, policy processing, system troubleshooting, training and coaching, reporting
Preferred skills
Level 1 General Insurance License, EPIC system proficiency
Technologies
Outlook, Word, Excel, PowerPoint, EPIC
Responsibilities
Support daily operations and task delegation, provide audit and reporting support, assist with training and onboarding, troubleshoot processing issues, update policies in EPIC, monitor shared inboxes, participate in operational projects
Seniority
Mid-level, hands-on IC with team leadership