Team Lead, Engagement Center

Brightway InsuranceCharlotte, NC
Onsite

About The Position

Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation�s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development. We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets.

Requirements

  • 4-6 years experience in Customer Service or a related field.
  • 2+ years managing a team.
  • Proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint).
  • Possess a 20-44 or 220 license.

Nice To Haves

  • 1+ years of experience in Brightway�s Engagement Center is preferred.

Responsibilities

  • Manage a team of insurance professionals handling inbound and outbound requests from customers, agents, carriers, and others via phone and email.
  • Proactively identify improvements that would enable better customer service, efficiency in workflow/output and enhanced work environment.
  • Apply deep industry and company knowledge to evaluate the most complex of issues encountered by the unit and others, compose effective responses and document steps followed and uses that as a training aid for others.
  • Perform routine individual discussions to gain a better understanding of job performance and opportunities to improve and incorporate feedback to achieve higher levels of customer satisfaction.
  • Represent the team to company leadership and reports activity and outcomes to manager.
  • Document activities and follow up in appropriate systems regularly and accurately.
  • Maintain current and accurate procedures manual for department.
  • Write job objectives, performance reviews, salary recommendations for people in the unit.
  • Administer company HR policies/procedures.
  • Ensures quality of work meets certain standards.
  • Act as mentor to those less experienced.
  • Performs other related duties as assigned.
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