Team Lead, Automated Renewals (Remote First)

Responsibilities:

• Leadership
• Develop a deep understanding of company goals and initiatives, cascade down to the team and individual level.
• Set team objectives, oversee team's day-to-day activities ensuring all talks are completed within Service Level Agreements  and goals are met.
• Manage individual performance goals-setting. Create impactful performance plans. Provide motivation, coaching, training and developmental opportunities to team members to ensure they perform to required standards and achieve agreed upon objectives.
• Create an inspiring team environment with an open communication culture.
• Perform monthly audits to ensure team quality standards are met and exceeded, provide just-in-time coaching on the identified performance gaps.
• Identify training needs, assist with facilitating training sessions and implementing procedures, provide new hires onboarding as well as continuous team learning sessions with existing team members.
• Perform regular 1:1 meetings with direct reports along with productive weekly team meetings, to elevate high performance.
• Manage and oversee all client escalations with integrity and professionalism.
• Champion internal process optimization to improve efficiencies and remove manual hurdles across the team.
• Manage team’s staffing plans, ensure adequate resource coverage.
• Establish relationships within the Sales leadership team. Communicate updates to the team and provide feedback to management.
• Other duties as assigned.
• Operations:
• Handle renewal insurance leads provided to you by Zensurance.
• Assess the needs of potential clients to advise on coverage requirements.
• Advocate for internal process improvements to create efficiencies to remove manual hurdles across the team.
• Map out and make improvements to the customer journey to elevate customer satisfaction as measured through our Net Promoter Score.
• Identify and coach staff to create cross-sell opportunities.
• Other duties as assigned.

Qualifications:

• RIBO license required.
• 3+ years of commercial lines experience or 5+ years of insurance experience.
• 1+ year of people management experience.
• Persistence and agility to meet set targets consistently.
• Excellent written and verbal communication skills.
• Attention to detail and demonstrated flexibility in managing multiple clients at a time.
• CAIB and CIP designations are assets.