Client Service Team Lead, PC

Team Lead

We are looking to add a Team Lead role on the PC Client Service Team in Minneapolis, MN. This is a great opportunity for someone looking to develop and grow their career in a leadership pathway. Team Lead responsibilities can apply to an AVP, PC; Sr. Client Service Consultant, PC; or Client Service Consultant, PC.

Following are the primary Team Lead responsibilities:

• Lead and motivate team by:
  • Ensuring right talent is in the right role for the success of the organization, which may include hiring and terminating employees.
  • Coaching and counseling team members on areas such as workflow, process and procedure, customer service and client consulting.
  • Preparing and conducting performance feedback that defines future goals and objectives and holds employees accountable.
  • Fostering a high-performance culture by supporting career development and advancement for team members.
  • Responsible for timesheet management, including responding to PTO/RTO requests and approving timesheets.
  • Participate in compensation decisions for team members, as applicable.
• Facilitate regularly scheduled meetings to foster teamwork.
• Attend team and enterprise meetings, as well as leadership training opportunities offered internally and externally.
• Coordinate initial and ongoing training with Growth & Development and team members on established processes and procedures.
• Provide back-up assistance for team members, as necessary.

Qualifications:

• Education: High school diploma; college degree preferred.
• Licensing: Active state specific Property Casualty Insurance agent's license required or the ability to acquire license within three months of hire.
• Experience: Minimum 5+ years customer service, underwriting, or risk management experience in the insurance industry.
• Technical Competencies: Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs. Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance. Able to understand clients, prioritize tasks, manage status, and deliver impactful solutions proactively.

Here's a little bit about us:

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.

Benefits:

• Paid Parental Leave and supportive New Parent Benefits
• Company paid continuing Education & Tuition Reimbursement
• 401k Profit Sharing
• Generous time off practices in addition to paid holidays
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities
• DE&I programs
• Consistent merit increase and promotion opportunities
• Discretionary bonus opportunity

Holmes Murphy & Associates is an Equal Opportunity Employer.