Customer Service Team Lead - Life & Health

One80 Intermediaries; United States; À distance; USD 25 000 - 33 000; Plein temps

Avantages offerts par ce poste

Health benefits

401k

Tuition reimbursement

Paid time off

Résumé du poste

One80 Intermediaries is seeking a Customer Service Team Lead – Life & Health to guide the Affinity Customer Service team and ensure service excellence. This role focuses on coaching, escalation support, QA, and process improvement to deliver accurate, compliant member experiences.

Reporting to the Supervisor, you will mentor CSRs, monitor metrics, and partner with Workforce Management on coverage. HIPAA compliance and strong communication are essential traits for success.

Qualifications

• Minimum of 3 years of customer service experience, preferably in the insurance industry.
• Previous senior CSR, mentor, or informal leadership experience.
• Experience with Five9 telephony platform.
• Life & Health insurance licenses may be required for this role.

Responsabilités

• Serve as the initial escalation resource for CSRs for procedures, systems, product knowledge, and member inquiries.
• Support onboarding and ongoing training through shadowing, refresher sessions, job aids, and side‑by‑side coaching.
• Assist with monitoring queue activity, service levels, and workflow distribution.
• Conduct call observations and participate in QA reviews; document and elevate coaching insights.
• Provide real‑time support using Five9 and Synergy.
• Promote a collaborative, inclusive culture and professional conduct.
• Offer timely performance insights to the Supervisor and model organizational values.

Connaissances

Leadership

Customer service

Coaching

Five9 platform

Formation

High school diploma required

Associate or bachelor’s degree preferred

Outils

Five9

Description du poste

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

One80 Intermediaries is seeking a Customer Service Team Lead – Life & Health to join our growing team.

The Customer Service Team Lead at Pearl Insurance supports the daily operations of the Affinity Customer Service team by providing frontline coaching, technical guidance, and workflow oversight, ensuring consistent execution of service standards and operational excellence. The Team Lead serves as a first‑level escalation point for Customer Service Representatives (CSRs), assists with training and quality activities, and reinforces departmental expectations for service excellence, accuracy, and compliance.

Working under the general direction of the Customer Service Supervisor or Manager, the Team Lead promotes operational consistency, supports employee development, and helps maintain a positive, member‑focused environment. This role is expected to model organizational values, demonstrate accountability, and contribute to a culture of continuous learning, teamwork, and high‑quality service.

How You Will Contribute:

• Serve as the initial escalation resource for CSRs for procedures, systems, product knowledge, and member inquiries.

• Support new hire onboarding and ongoing training through shadowing, refresher sessions, job aids, and side‑by‑side coaching.

• Assist the Supervisor with monitoring queue activity, service levels, and workflow distribution.

• Conduct call observations and participate in quality assurance (QA) reviews; document and elevate coaching insights.

• Provide real‑time support using the Five9 and Synergy.

• Review survey comments and member feedback, identifying trends for process or training improvements.

• Reinforce departmental procedures, customer service standards, and HIPAA requirements.

• Partner with Workforce Management to identify coverage needs, schedule adherence issues, and call‑volume trends.

• Assist in developing and maintaining SOPs, training materials, workflows, and reference documentation.

• Promote team engagement through effective communication, professionalism, peer support, and recognition.

• Demonstrate dependable and punctual attendance to ensure consistent frontline support.

Leadership Responsibilities:

• Offering timely performance insights and development observations to the Supervisor.

• Supporting consistent execution of departmental expectations, procedures, and service behaviors.

• Modeling organizational core values, professionalism, accountability, and ownership of outcomes.

• Contributing to a collaborative, inclusive, and continuous‑improvement‑focused culture.

Skills & Experience to be Successful:

• High school diploma required, associate or bachelor’s degree preferred.

• Minimum of 3 years of customer service experience, preferably in the insurance industry.

• Previous senior CSR, mentor, or informal leadership experience.

• Technical experience with Five9 telephony platform.

• Life & Health insurance licenses may be required for this role.

About One80:

One80 Intermediaries is part of Arrowhead Intermediaries, a global insurance distribution platform that offers deep specialization, scale, and innovation across wholesale brokerage, program administration, and specialty insurance. With more than 7,000 professionals worldwide and a collective portfolio exceeding $18 billion in premium placed in 2024, our combined organization delivers a diverse trading platform for insurance carriers as well as expanded access and niche solutions for brokers and customers navigating complex and hard‑to‑place risks. The platform combines entrepreneurial culture with operational excellence to deliver tailored solutions and long‑term value across the insurance ecosystem.

Pay Range

21.00 - 21.00 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well‑being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health &Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.