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Team Lead - New Business

The Team Lead is responsible for minimizing bottlenecks in production and promoting a seamless service experience internally and externally. The Team Lead models urgency, quality and caring curiosity to aid the team in achieving goals and resolving field concerns and demands. Candidates for this role are aspiring for team leadership responsibilities in the future.

Key Responsibilities:

  • DIRECTS TEAM ON IMPLEMENTING CHANGES: Works with New Business and Underwriting leadership to create a seamless work and communication stream.
  • MENTORING / COACHING: Helps guide and educate others to improve quality, capabilities, efficiencies, and output.
  • HANDLES SPECIALIZED CASES: Coaches team members with complex cases and escalations, and handles cases as needed
  • OPERATIONAL OPTIMIZATION: Analyzes data and trends to identify opportunities that drive efficiencies in process and improve customer experience.
  • PROACTIVE PRODUCTION SUPPORT: Anticipates need to support production teams in workflow and actively works business as needed

Roles and Competencies:

Team Lead-

  • DIRECTS TEAM ON IMPLEMENTING CHANGES: Seeks to understand changes (e.g. product launches, regulations, internal processes, technology, etc.), identifies the impact of these changes and communicates the changes to the team to ensure consistency and quality across the New Business & Underwriting department.
  • MENTORING / COACHING: Guides and educates others to improve quality of work and efficiencies.
  • HANDLES SPECIALIZED CASES: Coaches team members with complex/time consuming escalations. Utilizes internal/external relationships to resolve escalations and keeps stakeholders informed, when necessary.
  • OPERATIONAL OPTIMIZATION: Gathers data and collaborates with internal stakeholders (e.g. Quality, R&D, Manager, etc.) to perform root cause analysis on various data points to improve efficiencies and drive large scale improvements.
  • OTHER PROJECTS AS ASSIGNED: Serves as a business representative on various initiatives to improve the business
  • PRODUCTION SUPPORT: Leveraging their expertise and experience in workflow is able to actively work business during times of need based on value/staffing.

Team Lead Competencies-

  • Action oriented
  • Being Resilient
  • Business insight/acumen
  • Collaborates
  • Courage
  • Customer Focus
  • Effective Communication
  • Interpersonal savvy / understanding
  • Manages ambiguity
  • Manages complexity/Problem Solving
  • Nimble learning
  • Situational adaptability

Skills Required for Team Lead:

Top Skills:

  • Active listening
  • Attention to detail/high quality
  • Builds relationships
  • Business Acumen
  • Business Writing
  • Conflict Resolution (e.g. diffuse situations, remain objective, etc.)
  • Critical Thinking
  • Decision Making
  • Mentoring
  • Negotiation Skills
  • Persuading others
  • Problem Solving
  • Solid communication (e.g. clearly communicate complex concepts, following through, professional, urgency, etc.)
  • Time, priority and stress management

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.
Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.
National Life Group
1 National Life Dr
Montpelier, VT 05604
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CEO of National Life Group
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Mehran Assadi
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DATE POSTED
August 3, 2023

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