Team Lead, Insurance Relationship Manager

Why Work Here

• Headquarters is in Charlotte, NC
• Recently expanded to nearshore
• isolved ranked for SMB Payroll in 2023 Sapient Report
• Voted top places to work in USA 2023

Job Description

The Team Lead, Insurance Relationship Managers will play a vital role in leading the growth of insurance related programs at isolved, requiring licensed professionals to service clients and partners. The Team Lead, Insurance Relationship Managers will be responsible for being the subject matter expert for teammates, internal resources, and external partners.

Core Job Duties

• Lead, coach, and motivate a team of licensed insurance professionals to meet and exceed goals and quality standards, driving insurance revenue for the company.
• Set clear performance expectations, conduct regular 1:1s, deliver ongoing coaching, and complete formal performance reviews.
• Recruit, onboard, and ramp new producers; design and run training programs for product knowledge, skills, and assist with identifying training gaps for compliance.
• Drive support and growth of agency implementation, including go-to-market plans, and retention/persistency programs.
• In conjunction with operations team, ensure strict adherence to state insurance regulations and internal compliance policies; coordinate licensing maintenance and audits.
• Use CRM and other sales tools to track activity, forecast revenue, and manage customer/partner relationships. Enforce accurate record keeping.
• Handle escalated partner or broker issues to resolution while maintaining service and compliance standards.
• Promote a positive, accountable team culture focused on continuous improvement and
  professional development.

Minimum Qualifications

• 5+ years of experience in the insurance / benefits industry
• Have the ability to work in a dynamic environment. Must be flexible and quick to adapt to sudden changes and issues.
• Experience with multi-state insurance operations and remote/distributed teams
• Self-directed, self-motivated, and creative individual with an inquisitive and persistent nature
• Excels in a high performing and professional team in a remote work environment
• Current active insurance license(s) as required by the state(s) and product lines needed, and ability to obtain additional licenses if required.

About isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

EEO Statement

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.

Disability Accommodation

Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.

Current Openings for Team Lead, Insurance Relationship Manager Jobs at isolved

Department	Location

Get Notified of New Jobs at isolved