Insurance Team Lead Legacy Insurance Group
Overview
Leadership role focused on developing Account Managers and Customer Service Representatives. Foster a positive collaborative high-performance culture. Conduct coaching sessions. Monitor productivity and manage performance. Assist management with evaluations.
What You'll Do11
- 1Lead, coach, mentor, and motivate Account Managers and Customer Service Representatives
- 2Conduct regular one-on-one coaching sessions to develop technical knowledge and communication skills
- 3Monitor individual and team productivity and performance metrics
- 4Hold team members accountable for agency standards and KPIs
- 5Develop performance improvement plans and assist with employee evaluations
- 6Train and onboard new employees on agency procedures and systems
- 7Coordinate ongoing training for carrier updates and sales techniques
- 8Ensure accurate processing of policies, endorsements, and claims
- 9Assist management with employee development and succession planning
- 10Serve as primary liaison between frontline staff and management
- 11Identify future leaders and support strategic planning
Requirements7
- 1Valid Virginia Property Casualty Insurance License
- 2Minimum of 3 years insurance sales experience with leadership role
- 3Exceptional communication and interpersonal skills
- 4Proficiency in CRM software and office productivity suites
- 5Strong understanding of insurance products and regulatory compliance
- 6Ability to motivate and mentor a sales team
- 7Demonstrated experience in performance management and feedback delivery
Salary Insight
$75 - $90k per year
Location
Required Skills
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