The Insurance Team Leader oversees a team of insurance advisors or customer service representatives, ensuring effective daily operations, achieving performance targets, and maintaining high standards of service and compliance.
Supervise, support, and motivate a team of insurance agents/advisors.
Monitor individual and team performance to ensure KPIs and sales targets are met.
Provide coaching, feedback, and regular training to improve team knowledge and skills.
Ensure compliance with company policies, procedures, and insurance regulations.
Handle escalated customer queries and complaints professionally.
Coordinate with other departments such as underwriting, claims, and sales.
Conduct regular team meetings and performance reviews.
Prepare and maintain accurate performance and activity reports.
Drive a customer-first culture within the team.
Bachelor’s degree in Insurance, Business, or related field (preferred).
3+ years of experience in the insurance sector, including at least 1 year in a leadership role.
Strong knowledge of insurance products (life, health, general, or motor insurance).
Proven experience in managing teams and meeting sales or service goals.
Leadership and people management
Excellent communication and interpersonal skills
Customer service orientation
Sales and target-driven approach
Problem-solving and conflict resolution
Time management and organizational skills
Proficiency in MS Office and insurance software