Lead Insurance Advisor

Next Insurance, Inc.; City of Rochester (NY); Presencial; USD 70.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Partially subsidized medical plan

Fully subsidized vision/dental options

Life insurance

Disability insurance

401(k)

Flexible paid time off

Parental leave and more

Descripción de la vacante

Next Insurance, Inc. in Rochester, NY is seeking a Lead Insurance Advisor to guide a high-performing Service team across the full policy lifecycle.

You will drive daily performance, SLA attainment, and foster a culture where Advisors deliver exceptional service using technology-enabled workflows. In partnership with the Service Department Manager and cross-functional teams, you will identify process improvements, leverage automation and AI tools, and coach your team to sustain accuracy and speed

Formación

• Demonstrate strong customer focus and service leadership skills.
• Communicate clearly and effectively, both verbally and in writing.
• Be results-driven with strong organizational and prioritization skills.
• Proactively identify problems and recommends process improvements.
• Think strategically about service impact across the policy lifecycle.
• Be comfortable leveraging technology, automation, and AI to enhance operations.
• Posses strong industry and product knowledge.
• Hold an active P&C license and relevant experience in insurance and customer service.

Responsabilidades

• Report to and support the Service Department Manager in daily operations and contribute to process improvements.
• Directly manage an assigned team of Insurance Advisors and collaborate cross-functionally to improve service delivery.
• Monitor queues in real-time and use data to adjust to meet daily goals.
• Lead 1:1s, development plans, and performance management.
• Conduct regular team meetings to discuss goals, updates, and training.
• Identify opportunities for automation and AI-assisted workflows.
• Foster teamwork and remove obstacles to deliver exceptional customer service.

Conocimientos

Customer focus

Service leadership

Communication

Results driven

Problem identification

Strategic thinking

Technology adoption

P&C license

Insurance product knowledge

Descripción del empleo

NEXT's mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience.

Simply put, wherever you find small businesses, you'll find NEXT.

Since 2016, we've helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We're backed by industry leaders in insurance and tech, and we still have room to grow-that’s where you come in.

The Lead Insurance Advisor supports NEXT Insurance's vision by leading a high-performing, customer-focused Service team and ensuring excellence across the full customer policy lifecycle. This role is responsible for daily team performance, SLA attainment, and fostering a positive, accountable culture where Insurance Advisors are empowered to deliver exceptional service. They maintain deep knowledge of our insurance products and support escalations to ensure timely and effective resolution.

In partnership with the Service Department Manager and cross-functional teams, the Insurance Advisor Lead identifies opportunities to improve processes, reduce friction, and enhance the overall customer experience. They are forward-thinking in leveraging technology, automation, and AI-driven tools to improve operational efficiency, team productivity, and service delivery in the SMB insurance space.

What You'll Do:

• Report to and support the Service Department Manager in daily operations, contributing ideas for process improvements and technology enhancements.
• Directly manage an assigned team of Insurance Advisors and collaborate cross-functionally with other teams and leadership to improve service delivery across the policy lifecycle.
• Monitor phone, chat, Slack, and ticket queues in real-time, leveraging data and technology tools to make necessary adjustments to achieve daily goals. This includes developing tactics, tracking individual development through 1:1 meetings, individual development plans, and performance management.
• Conduct regular team meetings to communicate team goals, performance updates, upcoming events/training, product updates, process enhancements, and overall company direction.
• Answer questions, assist with complex problems, and ensure work complies with quality standards and guidelines, while identifying opportunities for automation, AI support, and skills enhancement.
• Create and maintain a culture of teamwork and collaboration, fostering growth and removing obstacles to enable Insurance Advisors to focus on delivering exceptional customer service through efficient, tech-enabled workflows.
• Provide quality customer service by interacting with customers, addressing inquiries, and effectively handling escalations, while capturing insights to inform cross-functional improvements and smarter operational solutions.

What We Need:

• Demonstrate strong customer focus and service leadership skills.
• Communicate clearly and effectively, both verbally and in writing.
• Be results-driven with strong organizational and prioritization skills.
• Proactively identify problems and recommends process improvements.
• Think strategically about service impact across the policy lifecycle.
• Be comfortable leveraging technology, automation, and AI to enhance operations.
• Posses strong industry and product knowledge.
• Hold an active P&C license and relevant experience in insurance and customer service.

The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training.

• partially subsidized medical plan
• fully subsidized vision/dental options
• life insurance
• disability insurance
• 401(k)
• flexible paid time off
• parental leave and more

US hourly range for this full-time position:

$70,000 - $80,000 USD

Do not meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. ERGO Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. ERGO Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.