| Wholesale Insurance Team Leader Job Description |
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| The following is a full job description for Wholesale Insurance Team Leader. Here are the requirements and responsibilities for Wholesale Insurance Team Leader along with statistics. If after reading this page you determine that Wholesale Insurance Team Leader is not the position you are looking for, you may want to try one of these similar titles: Sales Assistant Team Leader, Order Picking Team Leader, Customer Service Team Leader, Security Guard Team Leader, Wholesale Insurance Sales Associate, Technical Customer Support Team Leader, Underwriting Team Leader, Insurance Risk Analyst V, Insurance Product Development Analyst II |
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| Requirements and Responsibilities For Wholesale Insurance Team Leader |
| Leads wholesale insurance sales and operational support activities to drive broker engagement, placement efficiency, and revenue growth across assigned markets. Oversees day-to-day team performance, workflow prioritization, and service delivery to ensure timely and accurate service to retail broker clients. Provides coaching, training, and technical guidance to team members on product knowledge, carrier relationships, and account management practices. Builds and maintains strong working relationships with retail brokers, carrier underwriters, and program partners to expand market access and resolve escalated service issues. Monitors team production metrics, pipeline activity, and service levels to ensure alignment with organizational sales goals. Requires a bachelor's degree. Requires Passing of FINRA SIE Exam. Typically reports to a manager. Supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. Typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. |
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| Also referred to as: Insurance Wholesale Sales Supervisor |
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| Similar Jobs: Sales Assistant Team Leader, Order Picking Team Leader, Customer Service Team Leader, Security Guard Team Leader, Wholesale Insurance Sales Associate, Technical Customer Support Team Leader, Underwriting Team Leader, Insurance Risk Analyst V, Insurance Product Development Analyst II |
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| Level of Education: Wholesale Insurance Team Leader Salaries with an Associate's Degree, Wholesale Insurance Team Leader Salaries with a Bachelor's Degree, Wholesale Insurance Team Leader Salaries with a Master's Degree or MBA, Wholesale Insurance Team Leader Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Edu., Gov't. & Nonprofit, Financial Services, Insurance, Retail & Wholesale | |
