Insurance Leadership Position
5 days ago
About Western Financial Group
At Western Financial Group, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we serve. Our team is passionate about delivering exceptional insurance solutions to our customers, ensuring they can live confidently.
Salary Range: $52,000 - $72,000 per year
Job Overview:
We are seeking an Insurance Team Lead to join our dynamic team. As a key member of our branch, you will play a critical role in developing and supporting a high-performing team of sales professionals. Your success will stem from your ability to partner with our Branch Manager to drive business growth and achieve targets.
Key Responsibilities:
- Clients: Coach and mentor your team to deliver exceptional client experiences, ensuring their needs are met and exceeded.
- Data Entry: Review and process client data entries, invoicing, and coverage selection for compliance.
- Policies: Process changes to insurance policies and endorsements, ensuring seamless execution.
- Sales: Conduct sales calls and up-sell products to new and existing clients, contributing to business growth.
- Professional Development: Remain up-to-date on product knowledge, build relationships with insurance providers, and pursue self-development opportunities.
Requirements:
- General Insurance Level 2 License
- Strong time-management and training skills in a deadline-driven environment
- Involvement in industry-related associations and community
- Professional communication etiquette
Benefits:
We offer a comprehensive benefits package, including 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.
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