Team Lead Trainee

RoShay Services; Phoenix (AZ); On-site; USD 75,000 - 110,000; Full time

Job summary

RoShay Services in Phoenix is seeking a focused leader to run daily team operations for our insurance clients. You will oversee activities, coordinate priorities, and ensure smooth service delivery to support client growth and retention.

In this role you will manage existing clients, train new team members, and collaborate with business development to expand the client base. Proficiency with Salesforce CRM and strong mentoring skills are essential.

Qualifications

• Strong leadership and team coordination skills.
• Customer-focused mindset with strong relationship-building ability.
• Ability to prioritize, delegate, and manage daily workflow.
• Experience working with or in insurance client environments.
• Proficiency with Salesforce-based CRM processes.
• Training and mentoring skills.

Responsibilities

• Lead day-to-day team operations and coordinate priorities.
• Oversee daily team activities and coordinate priorities.
• Manage and support existing insurance clients.
• Support business development efforts to grow the client base.
• Train and onboard new team members.
• Delegate tasks effectively and develop leadership capabilities within the team.
• Report and track field activity using a Salesforce-based CRM.

Skills

Leadership

Client relations

Prioritization

Salesforce CRM

Insurance experience

Mentoring

Job description

Role Summary

Lead day-to-day team operations while serving existing insurance clients and supporting client growth. Build strong client relationships, ensure smooth service delivery, and help drive retention and expansion.

Key Responsibilities

• Oversee daily team activities and coordinate priorities
• Manage and support existing insurance clients
• Support business development efforts to grow the client base
• Train and onboard new team members
• Delegate tasks effectively and develop leadership capabilities within the team
• Report and track field activity using a Salesforce-based CRM

Qualifications & Skills

• Strong leadership and team coordination skills
• Customer-focused mindset with strong relationship-building ability
• Ability to prioritize, delegate, and manage daily workflow
• Experience working with or in insurance client environments
• Proficiency with Salesforce-based CRM processes
• Training and mentoring skills