Service Team Lead

FinTech Collective, LLC; United States; Remote; USD 85,000 - 120,000; Full time

Job summary

FinTech Collective, LLC is seeking a.Service Team Lead to drive a high-performing remote service team and optimize day-to-day call center operations. You will coach agents, monitor performance, and ensure cross-sell/upsell opportunities across P&C products while maintaining service quality and compliance.

You will lead and develop a team of 8-10 agents, analyze performance data, and implement process improvements to enhance customer experiences and operational efficiency in a fast-paced, remote

Qualifications

• 3+ years in a leadership role within service/call center environments.
• P&C Insurance expertise with ability to guide and evaluate P&C decisions.
• Active P&C or Personal Lines Insurance License required.
• Creative problem-solver able to contribute to strategic direction.
• Analytical mindset with data requirements, analysis and reporting skills.
• Performance-driven with ability to motivate agents positively and firmly.
• Strong empathy for agents and customers.
• Bonus: experience with early-stage or high-growth tech startups.

Responsibilities

• Serve as an agency expert on P&C, ensuring that decisions are of high quality.
• Review reports that portray individual agent performance and service results; analyzing data to evaluate your team and inform operational changes.
• Regularly coach and mentor a team of 8-10 agents to achieve exceptional customer experiences, while fostering a culture of accountability and results.
• Monitor the day-to-day inquiry volume, agent schedule and adherence, while proactively adjusting and flexing to support demand.
• Proactively seek and suggest ways to improve internal processes and results program-wide, from cross-selling/upselling techniques to exceptional customer experiences.

Skills

Leadership

P&C Expertise

Data Analysis

Coaching

Team Management

Empathy

Problem Solving

Performance Management

Startup Experience

Job description

About the Role

The Service Team Lead is a goal-driven operational leader responsible for driving strong customer service outcomes by leading a high-performing remote service team and supporting the day-to-day operations of a call center environment. This role ensures consistent service quality, compliance, and customer satisfaction, while enabling agents to retain customers and identify appropriate cross-sell and upsell opportunities across insurance products.

Reporting directly to the Director of Service, the Service Team Lead will accomplish this by improving agent performance through regular coaching and training, reviewing reports tracking team performance towards rigorous goals, and ensuring operational excellence in the maintenance and execution of daily call center activities.

To be successful, this role will serve as one of the experts on agency decisions and develop their team to use best-in-class service practices.

What you'll do

• Serve as an agency expert on P&C, ensuring that decisions are of high quality.

• Review reports that portray individual agent performance and service results; analyzing data to evaluate your team and inform operational changes.

• Regularly coach and mentor a team of 8-10 agents to achieve exceptional customer experiences, while fostering a culture of accountability and results.

• Monitor the day-to-day inquiry volume, agent schedule and adherence, while proactively adjusting and flexing to support demand.

• Proactively seek and suggest ways to improve internal processes and results program-wide, from cross-selling/upselling techniques to exceptional customer experiences.

About you

• You have 3+ years of experience in a leadership role.

• You're an insurance expert with the ability to guide and evaluate P&C decisions.

• You have at least one active P&C or Personal Lines Insurance License.

• You're a creative problem-solver who's excited to contribute to the strategic direction and dive in wherever necessary to achieve goals.

• You have an analytical mindset with the ability to identify data requirements, analyze data, and review reports.

• You're highly performance-oriented and able to motivate others in a proactive, positive, and firm manner.

• You have a strong sense of empathy for agents and customers.

• Bonus Points experience with early-stage or high-growth tech startups