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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading remote service teams, driving customer service excellence, and analyzing performance metrics to enhance operational efficiency. Possesses strong insurance knowledge, particularly in P&C decisions, and excels in coaching and mentoring agents to achieve performance goals.
Highest-signal resume keywords
Leadership ExperienceP&C Insurance ExpertiseCoaching and MentoringAnalytical MindsetCustomer Service Excellence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Performance AnalysisData ReviewCross-Selling TechniquesUpselling TechniquesOperational Excellence
Soft Skills
Creative Problem-SolvingEmpathyMotivational Skills
Certifications & Qualifications
P&C Insurance LicensePersonal Lines Insurance License
Industry Keywords
Call Center OperationsCustomer SatisfactionService QualityAgent PerformanceCompliance
About the role
Key responsibilities & impact- Lead a high-performing remote service team and support day-to-day call center operations
- Drive strong customer service outcomes, consistent service quality, compliance, and customer satisfaction
- Enable agents to retain customers and identify appropriate cross-sell and upsell opportunities across insurance products
- Improve agent performance through regular coaching and training
- Review reports tracking team performance against rigorous goals
- Ensure operational excellence in daily call center activities
- Serve as an agency expert on P&C decisions
- Analyze individual agent performance and service results to inform operational changes
- Coach and mentor a team of 8–10 agents
- Monitor inquiry volume, agent schedules, and adherence, adjusting support to demand
- Suggest improvements to internal processes and program-wide results, including cross-selling/upselling techniques and customer experiences
- Report directly to the Director of Service
Requirements
What you’ll need- 3+ years of experience in a leadership role
- Insurance expertise with the ability to guide and evaluate P&C decisions
- At least one active P&C or Personal Lines Insurance License
- Creative problem-solving ability
- Analytical mindset with the ability to identify data requirements, analyze data, and review reports
- Highly performance-oriented and able to motivate others in a proactive, positive, and firm manner
- Strong empathy for agents and customers
- Ability to work one weekend day per week
- Ability to work in the United States / address employment visa sponsorship requirements
Benefits
Comp & perks- $15K commission opportunity
- Remote work arrangement
