Team Lead
Department:
Sales Operations
Typical Tenure for this Role:
2-4 years
Promotion to this role is subject to availability.
Role Overview
Role Description
The Sales Operations Team Lead oversees daily team operations, including work distribution and task management. This individual manages agency meetings, ensures effective communication across channels, and monitors and reports key metrics for performance tracking. The Lead supports management with strategic initiatives and provides crucial mentorship and training across the team.
Key Skills & Competencies
The focus for the Team Lead is on operational management, project leadership, and communication at a senior level:
Leadership & Communication:
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Strong Leadership Skills: Demonstrated ability to guide and motivate the team, providing clear direction and setting performance standards.
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Strong Written and Verbal Communications Skills: Essential for effective communication with Agents and Senior Leadership.
Operational Execution & Project Management:
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Advanced Project Management Skills: Required capability for leading complex projects, including planning, execution, and monitoring.
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Organizational Skills & Detail Orientation: Maintaining a Detail Oriented focus and Strong organizational skills for managing team workload and reporting metrics.
System Mastery (Expert Level):
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Quoting Expert: Expert proficiency in Quoting for 6 states in Agent Web with the ability to train others effectively.
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System Expert: Expert proficiency in Polstar and Policy Pro with the ability to train others.
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Software Proficiency: Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) for reporting and presentations.
KPIs
Performance is measured by team accuracy, project adherence, and timeliness of quote delivery:
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Accuracy: Maintaining Team adherence to 90–95% accuracy.
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Quote Timeliness: Ensuring Delivery of quotes 60 days prior to the effective date.
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Project Delivery: Maintaining Team adherence to project work deadlines.
Role Development
Learning and Development
P & C (Property and Casualty) License is required.
Leadership Training is an advantage.
Guidelines for Promotion into this Role
Advancement requires proven success in project management, strategic thinking, and team leadership:
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Project Leadership: Successfully leads and manages projects, demonstrating effective planning, execution, and monitoring.
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Decision Making: Makes sound decisions based on data analysis, critical thinking, and consideration of broader implications.
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Team Motivation: Shows strong leadership skills in guiding and motivating the team towards achieving departmental and organizational goals.
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Conflict Management: Demonstrates the ability to handle conflicts and challenges effectively while maintaining team cohesion and productivity.
Beyond this Role
Common Next Roles
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