jerry.ai Insurance Services Team Lead coaching a team of 10 insurance agents to deliver high-quality customer service. Manage staffing, compliance, escalations, and cross-functional operational improvements.
Responsibilities
Coach team members through regular 1:1s, feedback, and performance reviews
Manage staffing, coverage, quality reviews, timesheets, and PTO
Ensure team compliance with insurance regulations and company policy
Resolve complex product, carrier, and system issues
Handle escalated customer calls
Collaborate cross-functionally to improve operational processes
Qualification
A People LeaderAn Insurance & Systems ExpertCustomer-ObsessedTruth-Seeking
Required
A People Leader: You drive results by coaching consistently, not just when something goes wrong.
An Insurance & Systems Expert: You know policies, regulations, and call center and CRM tools well enough to answer tough questions and troubleshoot complex issues.
Customer-Obsessed: You hold a high bar for service, sweat the details, and fix issues fast.
Truth-Seeking: You bring rigor to every part of the job, from your own work to your team’s. Resolving a customer’s issue is just the start; you aim to leave an impression that keeps them coming back.
