Manager, Insurance Services

4 weeks ago

Lehi, United States Entrata Full time

As a leader for the Homebody services team, the Manager, Insurance Services plays a key role in driving retention, agency revenue, and the successful execution of the department's vision. The manager will work closely with and report directly to the Senior Manager of Insurance. This position is primarily responsible for the management, production, and development of their team of insurance agents. The Manager will oversee the service team of CSRs and work with them to accomplish various strategic projects, hit their KPIs, and engage in the employee life cycle.

The Manager will support the Homebody product by coordinating with development teams, corresponding product owners, and instituting strategic measures to further the success of the product. A successful candidate must be self-motivated, obsessed with performance, and excel at developing employees.

Responsibilities:

    • Motivate team to consistently hit their goals
    • Engage in the employee life cycle of team members including hiring, training, developing, and coaching; hold team members accountable for their goals and work with team members on performance improvement plans when needed
    • Foster an atmosphere of collaboration, information sharing, and respect between all members of the various insurance teams
    • Manage licensing, designations, and CE requirements personally and for the team
    • Become an Entrata and Homebody SME
    • Assist the Senior Manager and Head of Insurance with strategic planning, process improvement, and department growth initiatives
    • Promote the Homebody product with client interaction and support
    • Establish customer expectations; deliver and exceed exceptional service
    • Identify opportunities across the department to gain efficiencies, automate processes, and mature the product
    • Conduct frequent and regular quality assurance
    • Coordinate with other departments on projects and products related to the success of Homebody
    >
What You Must Be:
    • Team Motivator: Excels at motivating team members to meet and exceed their expectations and goals
    • Team Trainer: Obsesses over high quality training with the team, and sharing information openly
    • A Team Player: Displays a high level of reliability and responsibility that establishes positive relationships and instills respect among team members
    • Sales Leader: Proven track record driving revenue and standing out as a SME of sales tactics and using our various sales systems
    • Problem Solver: Executes and demonstrates the ability to discover solutions to challenging problems
    • Excellent Communicator: Exceptional at building strategic relationships with customers and team members through written and verbal communication
    • Self-motivated: Accepts responsibility, is accountable, and can work independently with little direction or guidance
    • Fun But Professional: Exemplifies our value "Business in the Front, Party in the Back." Enjoys the company and the role while delivering superior service to our customers
    • Empathetic: Ability to identify and understand challenges and issues faced by callers and coworkers. Able to foster an environment of positive communication when sharing viewpoints, concerns, and ideas
    • Tech Savvy: Proficient in the use of technology with the ability to adapt to change and learn new software platforms
    >
Desired Skills & Experience:
    • Experience in customer service environments
    • Experience leading an insurance team
    • Experience with Google suite
    • Resident P&C license
    • Knowledge of current Insurance Industry regulations and trends
    • Experience managing in a call center environment
    • Excellent communication skills, both verbal and written
    • Ability to multi-task and deliver quality results with strict deadlines
    • Ability to resolve client call escalations
    • Self-motivated without supervision; a healthy desire to constantly succeed
    • Ability to train, lead, and develop team members
    >
Compensation:
    • Annual Salary Plus Commission, DOE
    • Flex PTO
    >

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