Sales Broker Success Team Lead

1 day ago

Welland, Ontario, Canada RATESDOTCA Group Ltd. Full time

RATESDOTCA Group Ltd. is a leading internet technology company in the insurance industry, expanding its operations and seeking a skilled professional to join its team.

The Opportunity

We are looking for an experienced Team Lead, Sales Broker Success to oversee our Onboarding Team, guiding newly graduated Sales Brokers through their initial 4-8 weeks post-training. The ideal candidate will thrive on seeing team success, motivate and encourage team members through effective coaching and mentoring, and strive to meet and exceed company goals and expectations.

Key Responsibilities
  • Work closely with Senior Management to ensure the success of graduating training classes throughout their Probationary Period
  • Provide coaching, training, and feedback to sales brokers on an ongoing basis
  • Collaborate with the Mentor pool to develop and deploy curriculum for operational checklists and support the team in meeting KPIs
  • Assist with practical phase call handling and provide regular feedback on improvement strategies
  • Facilitate daily and weekly debrief and training sessions on Workload Management, Sales Effectiveness, Industry Reports, and QA/BAL overviews
  • Participate in the recruitment process to identify top talent
  • Offer guidance and feedback to the team to enhance product/service skills and knowledge
  • Respond to escalated calls, ensuring mutually agreeable outcomes for clients, insurers, and brokerage partners whenever possible
  • Action QA results and provide feedback to team members regarding quality, ratings, and comments received on an ongoing basis
  • Work with QA and Management to ensure file documentation and underwriting meet brokerage standards
  • Develop and implement processes and procedures to improve operational efficiency in collaboration with leadership
  • Manage phone queues to ensure team members are SLA compliant and handle inbound sales calls, quotes, and conversions when SLAs are at risk of not being met
  • Lead referral, x-date, cross-sell, and upsell campaigns as designed by the leadership team
  • Conduct regular feedback sessions and team meetings
  • Perform operational responsibilities as needed, including liaison with third-party technology vendors and cross-functional teams within the organization
  • Collaborate with Senior Management and HR on performance management issues
Required Qualifications
  • 1-2 years of experience in a Sales Management environment
  • RIBO licensure
  • Proven track record of increasing sales targets/metrics
  • Strong commitment to teamwork
  • Excellent interpersonal, presentation, and negotiation skills
  • Proven sales ability
  • A results-oriented professional with a strong work ethic
  • An unwavering commitment to delivering professionalism and expertise to clients
  • Must be organized, able to multi-task, and possess excellent communication skills
  • Proficiency in MS Office products such as Word and Excel
Compensation Package

RATESDOTCA Group Ltd. offers a competitive salary, comprehensive benefits, and an incentive bonus package. As a member of our dynamic community, you'll enjoy a range of perks, including:

  • Your birthday off
  • Full employer-paid benefits
  • RRSP Matching Program
  • Annual holiday festivities and free lunches
  • Free access to LinkedIn Learning
  • Lounge and games room facilities, including ping-pong and foosball

At RATESDOTCA Group Ltd., we're committed to diversity, equity, and inclusion, creating a foundation for innovation and growth. We value diversity and strive to create an inclusive, accessible workplace where all individuals feel valued, respected, and heard.

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