Team Lead, Engagement Center

Brightway Insurance

United States

On-site

USD 75,000 - 110,000

Full time

7 days ago
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Job summary

Brightway Insurance is seeking a Customer Service Manager to lead a team of insurance professionals handling inbound and outbound requests by phone and email. You will drive service excellence and mentor staff to deliver consistent results.

With 4–6 years in customer service and at least 2 years of team leadership, you will implement process improvements, maintain procedures, and report outcomes to leadership while upholding Brightway's commitment to superior client service across our franchise

Qualifications

  • 4–6 years experience in Customer Service or related field.
  • 2 years managing a team.
  • Proficient in Word, Excel, Outlook, PowerPoint.

Responsibilities

  • Manage a team of insurance professionals handling inbound and outbound requests from customers, agents, carriers and others via phone and email.
  • Proactively identify improvements that would enable better customer service, efficiency in workflow, output and work environment.
  • Apply deep industry and company knowledge to evaluate the most complex issues encountered by the unit and others, document steps and use as training.
  • Perform routine discussions to review performance and opportunities to improve, incorporating feedback to raise customer satisfaction.
  • Represent the team to company leadership and report activity and outcomes to manager.
  • Document activities and follow up in appropriate systems regularly and accurately.
  • Maintain current and accurate procedures manual for department.
  • Write job objectives, performance reviews, salary recommendations for people in the unit.
  • Administer company HR policies/procedures.
  • Ensure quality of work meets standards.
  • Act as mentor to those less experienced.
  • Performs other related duties as assigned.

Job description

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 13 billion in annual premiums we rank among the nations 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 youll 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

Scope
  • Provides daily leadership to customer service staff to meet expectations
  • Ensures effective timely delivery of superior insurance related customer service and helps resolve disputes
  • Identifies system process and workflow enhancements
  • Assigns work throughout the department and follows up on it in a timely way
  • Inspires a team to perform at the highest level in every call every day
  • Plays a key role as the facevoice of Brightway Leadership to team and others
  • Works with all levels of the organization and with all franchisees to promptly resolve issues to ensure satisfaction
Job Responsibilities
  • Manage a team of insurance professionals handling inbound and outbound requests from customers agents carriers and others via phone and email
  • Proactively identify improvements that would enable better customer service efficiency in workflowoutput and enhanced work environment
  • Apply deep industry and company knowledge to evaluate the most complex of issues encountered by the unit and others compose effective responses and document steps followed and uses that as a training aid for others
  • Perform routine individual discussions to gain a better understanding of job performance and opportunities to improve and incorporate feedback to achieve higher levels of customer satisfaction
  • Represent the team to company leadership and reports activity and outcomes to manager
  • Document activities and follow up in appropriate systems regularly and accurately
  • Maintain current and accurate procedures manual for department
  • Write job objectives performance reviews salary recommendations for people in the unit
  • Administer company HR policiesprocedures
  • Ensures quality of work meets certain standards
  • Act as mentor to those less experienced
  • Performs other related duties as assigned
Skills
  • Licenses Certifications
  • Demonstrated ability to effectively managelead employees to achieve desired business outcomes
  • Exceptional customer service mindset; a desire and ability to lead a group to superior outcomes
  • Excellent communicator; must be able to convey the most complex of ideas in a clear and concise manner
  • Has superior knowledge of Brightway systems and is able to train others less experienced
  • Superior independent judgment decision making and creativity in problem solving
  • Ability to learn embrace and put into practice new concepts and skills
  • Able to gather and analyze complex facts and data draw inferences weigh alternatives and present logical solutions
  • Excellent time management skills; is able to model this behavior for others on the team
  • Leader in the organization; supports management in delivering messages to employees
  • Bilingual Preferred
Education and Experience
  • This position requires 4 6 years experience in Customer Service or a related field as well as 2 years managing a team
  • The applicant must be proficient in Microsoft Office products Word Excel Outlook PowerPoint and have a 20 44 or 220 license 1 years of experience in Brightways Engagement Center is preferred
Equal Employment Opportunity

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

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Medical, Dental, and Vision plans
Company-paid Basic Life and Short-Term Disability insurance
401(k) retirement plan with up to a 4% company match
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