Brightway Insurance · 2 weeks ago
Personal Lines Team Lead
Brightway Insurance is one of the fastest-growing insurance agency systems in the United States, committed to delivering exceptional customer service. The Personal Lines Team Lead will provide daily leadership to customer service staff, ensuring effective delivery of service and resolving disputes while driving team performance and customer satisfaction.
Insurance
Responsibilities
Manage a team of insurance professionals handling inbound and outbound requests from customers, agents, carriers, and others via phone and email
Proactively identify improvements that would enable better customer service, efficiency in workflow/output and enhanced work environment
Apply deep industry and company knowledge to evaluate the most complex of issues encountered by the unit and others, compose effective responses and document steps followed and uses that as a training aid for others
Perform routine individual discussions to gain a better understanding of job performance and opportunities to improve and incorporate feedback to achieve higher levels of customer satisfaction
Represent the team to company leadership and reports activity and outcomes to manager
Document activities and follow up in appropriate systems regularly and accurately
Maintain current and accurate procedures manual for department
Write job objectives, performance reviews, salary recommendations for people in the unit
Administer company HR policies/procedures
Ensures quality of work meets certain standards
Act as mentor to those less experienced
Performs other related duties as assigned
Qualification
Required
4-6 years' experience in Customer Service or a related field
2+ years managing a team
Proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
20-44 or 220 license
Demonstrated ability to effectively manage/lead employees to achieve desired business outcomes
Exceptional customer service mindset; a desire and ability to lead a group to superior outcomes
Excellent communicator; must be able to convey the most complex of ideas in a clear and concise manner
Has superior knowledge of Brightway systems and is able to train others less experienced
Superior independent judgment, decision making and creativity in problem solving
Ability to learn, embrace and put into practice new concepts and skills
Able to gather and analyze complex facts and data, draw inferences, weigh alternatives and present logical solutions
Excellent time management skills; is able to model this behavior for others on the team
Leader in the organization; supports management in delivering messages to employees
Preferred
1+ years of experience in Brightway's Engagement Center
Company
Brightway Insurance
Brightway Insurance has re-invented the way people shop for insurance.
Funding
Current Stage
Late StageTotal Funding
unknown2021-12-17Acquired
Recent News
Seattle TechFlash
2025-09-12
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2025-09-01
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