Licensed Customer Service Team Lead

Job Summary

A company is looking for a Licensed Customer Service Lead, Agency Experience.

Key Responsibilities

• Oversee daily workflow, monitor team adherence to schedules, and manage service requests
• Act as a Subject Matter Expert for agents on underwriting guidelines and assist in training and development
• Handle Tier 2 escalations, ensuring customer satisfaction and compliance with company policies

Required Qualifications

• Active Personal Lines or Property & Casualty Insurance license
• Minimum 5 years of experience in an Insurance Agency or Brokerage
• At least 2 years of leadership experience in a Senior CSR, Team Lead, or Coordinator role preferred
• Extensive knowledge of multiple insurance carriers and their procedures
• Proficiency in Agency Management Systems (AMS) and various tech tools