New Business Team Lead

National Guardian Life Insurance Company  ยท  via Remote Rocketship
๐ŸŒŽ Remote ๐Ÿ“ Remote, Wisconsin

Job Description:

  • Provide day-to-day direction and guidance to Team Members
  • Drive skill enhancement through knowledge sharing, cross-training, and rotation
  • Coach team members on professional development, communication, and collaboration
  • Provide daily direction and adapt communication methods to meet varying training needs
  • Conduct team-building activities and facilitate team meetings when the manager is unavailable
  • Seek information to enhance cross-functional processes
  • Provide manager feedback for trainee performance reviews and assist with interviewing
  • Foster a workplace environment consistent with NGLโ€™s mission, vision, guiding principles, and values
  • Oversee staffing levels, organize team work, assign tasks, set priorities, monitor activities, and ensure timely and accurate completion
  • Assist with goal setting and communicate attainment
  • Manage day-to-day team operations and maintain service levels
  • Evaluate processes and guidelines against customer needs
  • Identify and implement improvements to processes, procedures, requirements, forms, workflows, and programs
  • Collaborate with teams and departments to update processes and procedures and improve training and tools
  • Prepare, analyze, and interpret reports and formulate conclusions
  • Monitor and communicate queue statuses and Key Performance Indicators
  • Maintain staffing models and keep the direct manager informed
  • Complete assigned projects and tasks by agreed-upon due dates
  • Develop, coordinate, and facilitate training and provide ongoing coaching
  • Train new hires on processes and procedures and ensure compliance
  • Create and manage training materials and documentation for product variations and special situations
  • Develop and conduct training sessions and workshops
  • Identify coaching and training opportunities through quality assurance and internal audits
  • Provide advanced support to peers and customers with sensitivity and professionalism
  • Handle escalated cases and provide solution-driven responses
  • Perform customer service duties to achieve service goals
  • Advise the supervisor of concerns, training opportunities, and trends and recommend solutions
  • Authorize minor exceptions such as overnighting or expediting when needed

Requirements:

  • High School diploma or GED
  • Minimum of three years related experience
  • Strong initiative with the ability to work under minimal supervision, exercise good judgment, and creatively solve problems or issues
  • Solution driven with strong critical thinking skills
  • Excellent oral and written communication skills, including the ability to appropriately coach team members
  • Advanced customer service skills and ability to convey professionalism, flexibility and empathy
  • Strong interpersonal skills with the ability to facilitate and lead new hire or procedural training
  • Collaborative, inclusive approach with leaders and team members from diverse backgrounds and work styles
  • Passion for customer centricity and continuous improvement
  • Advanced knowledge of products administered by NGL
  • Ability to learn new things quickly and handle unfamiliar issues
  • Excellent organizational skills and strong attention to detail
  • Ability to manage multiple assignments and projects with minimal supervision
  • Consistent judgment and discretion related to management policies and general business operations
  • Intermediate knowledge of policy administration systems and computer software programs
  • LOMA 280 and 290 with ACS preferred
  • Two to three years of NGL experience preferred

Benefits:

  • 20 days of Paid Time Off growing to 25 days after 5 years
  • 11 Paid Holidays (10 company holidays and 1 personal holiday of your choice)
  • Health care, dental and vision plans
  • Up to $1,500 (Family) or $1,000 (Single) annually towards a Health Savings Account
  • Annual bonus based on company performance
  • Paid Parental Leave
  • 401(k) match up to 9%
  • Paid Sabbatical after 8 years
  • Paid Volunteer Time
  • Education Assistance Program
  • Employee Recognition Program
  • Employee Resource Groups
  • Professional and personal development opportunities
  • Comprehensive Total Rewards package
  • Competitive base pay