Team Lead

Overview

This position is accountable for developing and improving the knowledge, skills, and productivity of the underwriting team. This person will successfully drive to meet customer commitments while maintaining a high level of efficiency, a reduction in variation in service levels, and focus on cost minimization as it relates to staffing requirements to meet service level goals and metrics.

Responsibilities

• Be the first point of contact for new hires, help them adjust to their position and understand the company’s policies and procedures
• Identify training needs/opportunities and provide day to day coaching, mentoring and development of Team members both seasoned and new to ensure underwriting requirements are met
• Be available to assist your teammates
• Training opportunities may present themselves at various times; utilize these opportunities and provide training whenever necessary
• Coach all representatives to improve upon their underwriting and sales skills
• Identify workflow gaps and inconsistencies and take ownership of action plans to remedy the situation
• Have the insight to motivate and change policies
• Drive individual productivity so that quality objectives are met. Improve efficiency and lead service quality improvement initiatives
• Ensure consistency with a customer-first culture while ensuring all compliance and company policies are being met
• Increase supervisory/management capacity for regular "spot audits" needed for change management purposes
• Maintains confidentiality and security of sensitive data and reports including personnel data and financials
• Expected to be on phones during peak hours of the day
• Performs other duties as assigned

Qualifications

Required Qualifications:

• High school diploma (or equivalent) with minimum two years of underwriting or one year team supervisory experience
• Insurance license and professional designations (or obtain within 90 day of employment)
• Excellent verbal and written communication skills
• Coaching or training experience

 

Desired Qualifications:

• Associate degree