Client Advisor responsible for business development and client management at Acrisure, a fintech leader. Achieving sales objectives and delivering tailored solutions in a competitive market.
CI
Hybrid Team Lead, Personal Lines Insurance
Posted 3 weeks ago
About the role
- Team Lead supervising personal lines at Miller Insurance brokerage providing technical leadership and ensuring service consistency. Lead and develop team while maintaining client relations.
Responsibilities
- Provide technical leadership and guidance on policies, markets, processes to ensure a consistent experience
- Provide day-to-day direction and guidance to the team
- Manages time off requests for direct reports
- Monitor worklists and workloads, host regular team meetings
- Responsible for all aspects of performance management for the team (coaching, performance management, career development, hiring, onboarding etc.)
- Conducting 1-1 meetings with the team and participating in annual performance review process
- Ensure consistent workflows, policies, and processes are established, followed, and maintained
- Complete quality reviews and provide follow up coaching and/or training
- Serve as the first point of escalations for staff, carriers, customers
- Provide or source any training and development opportunities
- Training and organizing set up of new hires
Requirements
- Must be RIBO licensed (if applicable)
- Must have a minimum of 3+ years’ experience working in a brokerage
- Proven track record successfully supervising/leading a team
- Experience implementing and/or responsibility for process, workflows, quality reviews and/or training
Benefits
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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