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Team Lead, Automated Renewals
Zensurance. Develop a deep understanding of company goals and initiatives; cascade these to the team and individual level .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in managing team performance and development while ensuring alignment with company goals. Proficient in client relationship management and enhancing customer satisfaction through effective communication and training.
Highest-signal resume keywords
Valid Provincial Broker's License5+ Years of Insurance Experience1+ Year of People Leadership ExperienceExcellent Written and Verbal Communication SkillsCAIB or CIP Designation
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 ManagementGoal-SettingCoachingTraining FacilitationClient Needs AssessmentCross-Selling OpportunitiesSLA ManagementAudit Performance GapsOnboardingCustomer Journey Improvement
Soft Skills
MotivationAttention to DetailFlexibilityPersistenceAgility
Certifications & Qualifications
Valid Provincial Broker's LicenseRIBO PreferredCAIB DesignationCIP Designation
Industry Keywords
InsuranceCommercial InsuranceSales LeadershipNet Promoter ScoreClient Escalations
About the role
Key responsibilities & impact- Develop a deep understanding of company goals and initiatives; cascade these to the team and individual level
- Manage individual performance, goal-setting, and performance plans
- Provide motivation, coaching, training, and developmental opportunities to team members
- Conduct regular 1:1 meetings and weekly team meetings
- Perform monthly audits and provide just-in-time coaching on performance gaps
- Identify training needs and facilitate onboarding and continuous learning sessions
- Create an inspiring team environment with open communication
- Establish relationships within the Sales leadership team and communicate updates and feedback to management
- Set team objectives and oversee day-to-day activities, ensuring SLA and goal completion
- Manage staffing plans and resource coverage
- Manage and oversee client escalations
- Handle renewal insurance leads
- Assess potential clients' coverage needs
- Improve the customer journey and customer satisfaction measured through Net Promoter Score
- Identify and coach staff to create cross-sell opportunities
Requirements
What you’ll need- Valid provincial broker's license required; RIBO preferred
- 5+ years of insurance experience, commercial preferred
- 1+ years of people leadership or supervisory experience
- Persistence and agility to meet set targets consistently
- Attention to detail and demonstrated flexibility in managing multiple stakeholders and clients at a time
- Excellent written and verbal communication skills with the ability to manage complex conversations
- CAIB or CIP designation is an asset
Benefits
Comp & perks- Remote-first setup for added flexibility
- Home office allowance
- "Office in a box" with all necessary tech equipment
- Half days before public holidays
- Flexible health and dental plans for families, including mental health support
- Health & personal spending accounts
- Parental leave top-up
- Education assistance reimbursement for courses, conferences, books, and memberships
- Opportunities to learn from industry experts and grow your career
- Weekly Friday huddles
- Virtual & in-person team-building events