Guide team members in delivering proactive, personalized, and consistent service experience.
Support feedback collection and escalation processes to ensure timely resolution of client issues and promote long-term satisfaction and retention, and support retention SWARM process.
Foster a positive, client-centric culture by modeling accountability, collaboration, and inclusion.
Provide coaching, support skill-building, and promote professional development to strengthen team engagement and performance.
Monitor individual and team performance metrics, identify gaps, and offer real-time feedback and support.
Assist in anticipating team needs to maintain workflow momentum and service quality.
Connects with Manager to relay real-time feedback for teams for increased visibility.
Ensure team adherence to company policies, procedures, and regulatory standards.
Identify potential risks and contribute to the development of consistent practices that reduce exposure.
Lead the day-to-day execution of workflow improvements and process enhancements.
Promote the use of best practices and standard operating procedures to ensure high service quality and efficiency.
Partner with internal stakeholders on initiatives that support client growth, cross-selling opportunities, and market expansion.
Support adoption of operational technologies and tools to drive automation and scalability.
Help identify process optimization opportunities and ensure team alignment with operational strategies.
Requirements
Bachelor’s degree in business administration or related field is preferred
Must currently hold an active life & health insurance license
Minimum of 3 years of progressive experience in the insurance and/or financial services industries
Proven experience in managing and supporting teams, implementing process improvements, and driving operational excellence.
Effectively balance leadership responsibilities with individual contributor duties by continuing to service and retain a personal book of business, supporting a player/coach model that ensures hands-on client engagement and accountability.
Experience supporting business development lifecycle.
Self-motivating and has the ability to motivate others to achieve and excel in a fast-paced, dynamic environment.
Excellent business and people decision-making skills and problem-solving abilities
Model positive energy and handle stress in the face of challenges, deadlines, and aggressive financial commitments.
Excellent leadership and coaching ability
Deep understanding of markets, clients, and competitors
Adept at cultivating and growing productive, long-term customer relationships.
Benefits
Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
process improvementsoperational excellencebusiness development lifecycleclient engagementteam performance metricsrisk identificationworkflow improvementsservice qualityautomationprocess optimization