Insurance Solution Team Lead

Brightway Insurance; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Brightway Insurance seeks a Team Lead for the Insurance Solution Specialist group in Charlotte, NC. This role reports to the Director of Inside Sales and focuses on leading a centralized team responsible for generating new business through partner referrals and inbound leads, while maintaining high service standards.

You will coach, develop, and manage performance, build partner networks, and drive compliant, proactive sales execution to sustain growth across Brightway’s insurance solutions.

Qualifications

• Proven ability to lead, coach, and develop individuals in a performance-driven environment.
• Strong understanding of sales processes and regulatory expectations in insurance.
• Property & Casualty knowledge is a plus but not required.

Responsibilities

• Drive team performance aligned with company OKRs, including sales production, service quality, and retention.
• Manage inbound/outbound sales workload to meet weekly KPIs.
• Lead, coach, and develop a team of Insurance Solution Specialists to ensure compliance and results.
• Design and implement personalized development plans and coaching interventions using performance data.
• Conduct regular 1:1s, team meetings, and call calibrations for alignment and quality assurance.
• Assist with escalations to resolve client and partner concerns, maintaining satisfaction.
• Interview, recruit, and onboard new Insurance Solution Specialists to build a high-performing team.
• Attend referral partner events to strengthen relationships and support lead-generation.
• Monitor team metrics to address performance gaps and optimize sales strategies.
• Collaborate with cross-functional partners to ensure onboarding and licensing compliance.

Skills

Performance coaching

Collaboration

Interpersonal skills

Job description

Current job opportunities are posted here as they become available.

Reporting to the Director of Inside Sales, the Insurance Solution Team Lead leads Brightway’s Insurance Solution Specialist team, driving performance, development, and overall sales execution. This centralized team is focused on generating new business through referral partnerships with Realtors and Loan Officers, while effectively converting inbound and company-provided leads.

This role is responsible for day-to-day team leadership, including performance management, coaching, and skill development to ensure consistent achievement of sales goals and service standards. The Team Lead will instill a proactive, relationship-driven sales approach—ensuring the team is actively building partner networks, creating organic lead flow, and maximizing conversion opportunities.

By fostering a culture of accountability, continuous improvement, and results-driven execution, the Team Lead plays a critical role in strengthening team capability and driving sustainable growth for Brightway.

Onsite | Charlotte, NC

Job Responsibilities

• Drive team performance in alignment with company OKRs, including sales production, service quality, and retention.
• Manage inbound/outbound sales workload to meet weekly KPIs.
• Lead, coach, and develop a team of Insurance Solution Specialists, promoting consistent execution, regulatory compliance, and a results-driven sales culture.
• Design and implement personalized development plans and targeted coaching interventions, using performance data to identify growth opportunities and accelerate career progression.
• Conduct regular 1:1s, team meetings, and call calibrations to ensure alignment, skill development, and quality assurance.
• Assist with escalations to swiftly resolve client and partner concerns, maintaining high satisfaction and operational efficiency.
• Interview, recruit, and onboard new Insurance Solution Specialists to build a high-performing, engaged team.
• Attend referral partner and networking events to strengthen relationships, support lead-generation efforts, and represent the brand in a professional capacity.
• Monitor team metrics and trends to proactively address performance gaps and support ongoing optimization of sales strategies and processes.
• Analyze sales metrics (e.g., call volumes, lead-to-close ratios) to adjust coaching tactics and drive consistent revenue performance.
• Foster a collaborative, accountable environment that reinforces continuous learning, peer-to-peer support, and alignment with Brightway’s core values.
• Collaborate with cross-functional partners to ensure timely onboarding, licensing compliance, and operational readiness of new hires.

Skills, Licenses, Certifications

• Strong knowledge of adult learning methodologies and performance coaching techniques?
• Excellent collaboration, communication, and problem-solving skills
• Strong interpersonal skills, ability always to deal professionally with difficult people and situations

Education and Experience

• Demonstrated ability to lead, coach, and develop individuals in a performance-driven environment
• Strong understanding of sales processes and regulatory expectations; Property & Casualty insurance knowledge preferred but not required

About Brightway

Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation’s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development.

We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets.

Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.

We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.