Hiring for Insurance Brokering

Team Leader:

Key Responsibilities

• Lead a team of Associates/SMEs delivering PL, CL, and EB processes such as New Business, Renewals, Servicing, Endorsements, Certificates, Billing, and Carrier Coordination.
  
• Monitor daily workflow allocation, queue management, operational dashboards, WFM inputs.
  
• Ensure compliance with licensing restrictions, process controls, QA, audit standards.
  
• Conduct RCA for quality issues and drive continuous improvement initiatives.
  
• Provide performance coaching, conduct monthly reviews, and manage skill upgrades.
  
• Coordinate with PMO, WFM, Training, QA, and Tech teams during transition and steady state.
  

Required Skills / Experience

• 5–8 years overall, with at least 2–4 years leading insurance broking teams.
  
• Strong cross‑line expertise in Personal Lines, Commercial Lines, Employee Benefits.
  
• Ability to manage multi‑location or hybrid ODC models.
  
• Familiarity with transition metrics, capacity models, and SLA frameworks.