Demo

Insurance Team Lead

ThinkingAhead
Cape Coral, FL Full Time
POSTED ON 4/4/2025
AVAILABLE BEFORE 6/3/2025

Job Summary
We are seeking a dedicated and experienced Personal Lines Team Lead/Office Manager to oversee our insurance operations and ensure the effective management of our insurance processes. The ideal candidate will possess strong leadership skills and a comprehensive understanding of insurance policies and procedures. This role requires excellent communication abilities, as well as the capacity to train and develop team members in a fast-paced environment.

Duties

  • Supervise daily operations of the Persona lines insurance department, ensuring compliance with company policies and industry regulations.
  • Provide leadership and guidance to team members, fostering a collaborative work environment.
  • Manage clerical tasks related to insurance processing, including documentation and record-keeping.
  • Develop training programs for staff to enhance their knowledge of personal lines insurance products and customer service skills.
  • Communicate effectively with clients via phone, addressing inquiries and resolving issues promptly.
  • Collaborate with human resources to ensure proper staffing levels and employee performance evaluations.
  • Maintain accurate records of all insurance transactions and ensure timely reporting to stakeholders.

Qualifications

  • 2-20 License
  • Experience with Epic or AMS 360 preferred
  • Proven experience in an insurance management role or similar supervisory position.
  • Strong understanding of insurance policies, procedures, and regulations.
  • Excellent phone etiquette and interpersonal communication skills.
  • Ability to manage a team effectively, providing support and guidance as needed.
  • Experience in administrative tasks related to clerical work within an office setting.
  • Familiarity with medical office management is preferred but not required.
  • Strong organizational skills with attention to detail, ensuring accuracy in all tasks performed.
  • Ability to train and develop staff effectively, promoting continuous learning within the team.

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Ability to Commute:

  • Cape Coral, FL 33904 (Required)

Work Location: In person

Salary : $70,000 - $85,000

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