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Team Leader of Data Management Services

2 months ago


Fort Wayne, United States Ash Brokerage Full time

Our team of almost 400 is the same service-centered culture as we were in 1971.&Ash Brokerage works with financial professionals to help find, understand, and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.&As a Retirement Income Team Leader you will lead Case Managers in addition to supporting your direct leader as needed. These responsibilities include but are not limited to overseeing the day-to-day operations, distributing workloads to set the team up for success, performing audits, analyzing data & reporting, joining and leading meetings, leading various new business initiatives, and ensuring motivation and performance levels are maintained. Ensure the team is appropriately staffed & coverage is set up for out-of-office situations.&Provide mentorship, training, and coaching to team members to promote efficiency and ensure quality of work.&Act as a catalyst to foster an environment that values helping others.&Participate in performance evaluation and reward/discipline of the team.&Effective communication to include all channels (phone, email, instant messaging, etc.)&Performance management skills