Team Lead

Role Overview

The Team Lead serves as a front-line leader within VIUs Personal Lines Sales/Retention function providing day-to-day guidance coaching and support to Sales/Retention agents. This role bridges individual contributors and VIU Supervisors serving as a subject matter expert who leads by example through side-by-side coaching real-time performance support and quality monitoring. The Team Lead drives team performance by identifying coaching opportunities providing immediate feedback reinforcing retention strategies and ensuring adherence to quality standards while maintaining personal production goals.

Role Responsibilities

• Provide daily coaching and real-time feedback to Sales/Retention agents through call monitoring side-by-sides and performance observations

• Conduct call reviews and quality assessments to identify coaching opportunities and skill development needs

• Lead team huddles share best practices and reinforce sales/retention strategies and save techniques

• Mentor new team members and provide onboarding support to accelerate ramp-up

• Serve as subject matter expert and escalation point for complex customer situations

• Monitor individual agent performance against KPIs including retention rate save rate call quality and customer satisfaction

• Review calls for compliance with scripts quality standards and regulatory requirements

• Celebrate team wins and recognize high performers to drive motivation and engagement

• Lead by example by maintaining personal sales/retention goals and demonstrating best-in-class retention techniques

• Assist Supervisor with scheduling time-off coverage and real-time adherence monitoring

• Track and report on team performance metrics and coaching activities

• Identify process gaps and recommend improvements to Supervisor and leadership

• Handle retention calls and customer interactions as needed to support team volume

Key Competencies

Coaching & Development

Provides constructive feedback and develops team members through observation and real- time support

Retention Expertise

Deep understanding of save techniques objection handling and customer retention strategies

Communication

Clear communicator who delivers feedback motivates team members and escalates issues effectively

Leadership by Example

Demonstrates excellence in retention performance and professional behavior

Problem Solving

Identifies performance issues and works with team to implement solutions

Attention to Detail

Monitors quality standards and ensures compliance with processes and regulations

HUB Leadership Competencies

VIU by HUB Leads are expected to demonstrate the following HUB organizational competencies in their daily work:

Think Strategically

Understands the big picture. Seeks multiple points of view and investigates all potential options risks and outcomes to drive results.

Champion Talent

Attracts and contributes to an environment where learning and development are valued and rewarded. Encourages a growth mindset and acknowledges accomplishments.

Know the Business

Understands how HUB generates revenue and what drives profitability. Makes decisions that clearly support HUBs strategy and helps to transform plan into action by having awareness of business challenges customer needs procedures and results.

Drive Results

Maintains high standards of accountability and concentrates efforts on achieving high-quality results aligned with HUBs values. Uses critical thinking and sound business judgment to make decisions with varied degrees of risk and uncertainty.

Be Agile

Thrives in uncertain complex and ambiguous circumstances by anticipating and responding to changes with quick focused and adaptable behaviors. Combines rapid decision making with an action-oriented mindset to implement creative solutions.

Foster Boundaryless Collaboration

Encourages working together with others to freely collaborate share information and ideas across different disciplines. Leverages the strengths of others.

Communicate with Impact

Engages in respectful authentic and open communication with a variety of audiences in both verbal and non-verbal ways. Delivers convincing and meaningful messages that create alignment.

Qualifications

• High school diploma or equivalent required

• Associates or Bachelors degree in Business Communications or related field preferred

• 3-5 years of insurance industry experience (Property & Casualty preferred)

• 2 years as a top-performing Retention agent or similar customer service role with demonstrated success achieving retention goals

• Experience providing informal coaching mentoring or training to peers

• Strong understanding of personal lines insurance products (auto home renters umbrella)

• Excellent communication skills with ability to provide constructive feedback

• Proven ability to manage multiple priorities while maintaining personal performance

• Self-motivated with desire to develop leadership skills

• Previous Team Lead Senior Agent or informal leadership experience

• Experience in call center or high-volume retention environment

• Familiarity with quality monitoring tools and call center technology

• Track record of consistently ranking in top tier of team performance

• Active Property & Casualty insurance license required

Knowledge & Skills

• Strong understanding of customer retention strategies save techniques and objection handling specific to insurance

• Deep knowledge of personal lines insurance products including coverage options and rating factors

• Skilled in providing real-time coaching and feedback in a call center environment

• Ability to monitor calls for quality compliance and customer service excellence

• Understanding of call center metrics including retention rate save rate and customer satisfaction

• Proficiency with CRM platforms quality monitoring systems and call center technology

• Strong interpersonal skills with ability to motivate and build relationships with team members

• Time management skills to balance personal production with coaching and leadership responsibilities

• Positive attitude with desire to help others succeed and contribute to team culture

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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