CityCom Health
Position Summary
The Insurance Sales Team Leader is responsible for overseeing a team of licensed agents focused on insurance enrollments. This role combines hands‑on leadership, sales performance management, compliance oversight, and training responsibilities to ensure agents meet enrollment goals while delivering a high‑quality, compliant consumer experience.
Key Responsibilities
Team Leadership & Oversight
Supervise a team of ACA sales agents providing daily coaching, feedback, and performance monitoring.
Conduct huddles, one‑on‑ones/coaching (one a week or as necessary), and team meetings to reinforce compliance, sales strategies, and company goals.
Act as the first point of escalation for client or agent concerns.
Sales & Performance Management
Drive achievement of individual and team sales targets (applications per day, conversion rates, retention metrics).
Monitor call center dashboards, KPIs, and lead flow to maximize productivity.
Track and report on performance data, providing actionable insights to leadership.
As needed, depending on call volume, take overflow calls for licensed agents and enroll them into a plan.
Training & Development
Support onboarding of new agents with systems, compliance, and sales process training.
Provide ongoing coaching in objection handling, compliance language, and customer needs assessment.
Mentor high‑performing agents for growth into leadership or advanced sales roles.
Compliance & Quality Assurance
Ensure agents follow CMS, ACA Marketplace, and internal compliance guidelines, including TCPA and HIPAA regulations.
Review calls for quality and compliance, using established rubrics and checklists.
Partner with compliance and QA teams to address violations and implement corrective actions.
Operational Support
Manage scheduling and workforce management to maintain optimal coverage. This may include oversight of the fronters to ensure appropriate coverage.
Collaborate with leadership on lead distribution, sales campaigns, and special enrollment period (SEP) strategies.
Support cross‑functional teams in refining CRM workflows, scripts, and reporting tool
Minimum Qualifications
Active Health Insurance license in good standing.
At least 6 months experience in a lead/mentor/SME capacity (formal or informal), including coaching, huddles, and performance feedback.
Working knowledge of CMS/Marketplace compliance, HIPAA/privacy, and TCPA consent requirement; ability to document coaching and corrective actions.
Proficiency with enrollment systems, CRM, and dialer tools.
Preferred Qualifications
Spanish Bilingual
Prior experience with workforce doverage/scheduling and/or QA call monitoring.
Strong Excel/Google Sheets skills
1+ ACA Open enrollment/SEP season experience, or at least 6 months recent ACA enrollment experience in a call‑center environment.
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Key Responsibilities
Team Leadership & Oversight
Supervise a team of ACA sales agents providing daily coaching, feedback, and performance monitoring.
Conduct huddles, one‑on‑ones/coaching (one a week or as necessary), and team meetings to reinforce compliance, sales strategies, and company goals.
Act as the first point of escalation for client or agent concerns.
Sales & Performance Management
Drive achievement of individual and team sales targets (applications per day, conversion rates, retention metrics).
Monitor call center dashboards, KPIs, and lead flow to maximize productivity.
Track and report on performance data, providing actionable insights to leadership.
As needed, depending on call volume, take overflow calls for licensed agents and enroll them into a plan.
Training & Development
Support onboarding of new agents with systems, compliance, and sales process training.
Provide ongoing coaching in objection handling, compliance language, and customer needs assessment.
Mentor high‑performing agents for growth into leadership or advanced sales roles.
Compliance & Quality Assurance
Ensure agents follow CMS, ACA Marketplace, and internal compliance guidelines, including TCPA and HIPAA regulations.
Review calls for quality and compliance, using established rubrics and checklists.
Partner with compliance and QA teams to address violations and implement corrective actions.
Operational Support
Manage scheduling and workforce management to maintain optimal coverage. This may include oversight of the fronters to ensure appropriate coverage.
Collaborate with leadership on lead distribution, sales campaigns, and special enrollment period (SEP) strategies.
Support cross‑functional teams in refining CRM workflows, scripts, and reporting tool
Minimum Qualifications
Active Health Insurance license in good standing.
At least 6 months experience in a lead/mentor/SME capacity (formal or informal), including coaching, huddles, and performance feedback.
Working knowledge of CMS/Marketplace compliance, HIPAA/privacy, and TCPA consent requirement; ability to document coaching and corrective actions.
Proficiency with enrollment systems, CRM, and dialer tools.
Preferred Qualifications
Spanish Bilingual
Prior experience with workforce doverage/scheduling and/or QA call monitoring.
Strong Excel/Google Sheets skills
1+ ACA Open enrollment/SEP season experience, or at least 6 months recent ACA enrollment experience in a call‑center environment.
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