Branch Team Lead
Core
Lead a branch team to drive service and sales goals while maintaining quality standards and supporting operational reporting.
Role type
Branch Team Lead (Insurance Brokerage)
Builds
Insurance brokerage services and sales outcomes for clients
Domain
Insurance brokerage
Required skills
leadership, coaching, training, operational reporting, target management, client relations, process creation, new hire training, quality assurance
Preferred skills
insurance brokerage experience, leadership experience, Level 2 General Insurance License, industry designation (CAIB, CIP, FCIP, CRM)
Technologies
None stated
Responsibilities
Provide a positive work environment that attracts, retains, and motivates talent; Coach, train, and motivate team members to meet service and sales goals; Support operational reporting and manage team targets and performance metrics; Assist the Branch Manager (or oversee objectives in their absence) and ensure daily service commitments are met; Answer client and associate questions, handle service/call escalations, answer phone inquiries, complete special projects, train new hires, and assist in creating processes; Maintain relationships with employees to ensure quality service standards are met
Seniority
Mid-level, hands-on IC