About The Position

Partner Services Team Lead Job Summary The Partner Services Team Lead will oversee the daily operations of the customer service team, ensuring high-quality service delivery and adherence to organizational standards. This role focuses on improving customer satisfaction, strengthening retention, and supporting team performance through coaching, training, and performance monitoring.

Requirements

  • Associate degree required; Bachelor’s degree preferred. (Or 4 years of relevant work experience may be considered in lieu of a degree.)
  • Willingness to obtain a Property & Casualty insurance license.
  • Prior insurance industry experience (e.g., Claims, Account Executive, or related role) strongly preferred.
  • Minimum of 1 year of management or supervisory experience preferred.
  • Strong leadership and organizational skills.
  • Effective communication, decision-making, time management, and critical thinking abilities.
  • Ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

  • Bachelor’s degree preferred.
  • Prior insurance industry experience (e.g., Claims, Account Executive, or related role) strongly preferred.
  • Minimum of 1 year of management or supervisory experience preferred.

Responsibilities

  • Manage a team of customer service and licensed representatives, including coaching, mentoring, and conducting 1:1 meetings.
  • Oversee attendance management by approving and recording paid time off, tracking absences and tardiness, and coordinating schedule adjustments.
  • Handle escalated and complex customer issues, including direct interaction with policyholders as needed.
  • Assist in managing BBB, DOI, and social media complaints, providing timely updates and resolution communication.
  • Partner with the Performance Coach to monitor representative productivity and performance metrics.
  • Collaborate with trainers to ensure the team remains current on all processes and procedures.
  • Motivate team members through daily objectives and recognition systems that encourage productivity.
  • Perform additional duties as assigned.
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