Job Description


The Branch Team Leader is responsible for the day to day operations of the office. You will be responsible for monitoring staff members performance, enrolling new staff members and providing staff members with training opportunities and guidance. Further, the Team Coordinator also deals with escalated customer service issues that may arise.

Strong interpersonal skills and problem solving skills are essential to succeed in this position. This position reports to Director of Sales.

The Branch Team Leader’s responsibilities include, but are not limited to:

• Lead and conduct monthly staff meetings
• Participate in bi-weekly management meeting
• Ensure the highest service level our staff members provide to our customers
• Addressing staff member and client issues by problem solving
• Provide feedback, coaching and mentoring to staff members
• Identifying areas of training that are needed
• Complete assigned onboarding tasks for all new staff members

Competencies & Qualifications:

• 5 plus years of related experience in the insurance industry
• Strong problem solving abilities
• Strong multi-taking skills
• A strong working knowledge of personal lines products
• A strong working knowledge of commercial lines products will be an asset
• Level 2 General Insurance License
• High degree of professionalism and integrity
• Self-motivated and driven
• Committed to excellence in customer service and builds strong relationships with staff and clients
• Skilled user of the Microsoft Office Suite of products, and familiar with Powerbroker
• Demonstrated accountability and reliability in the quality and timeliness of work
• Flexible and adaptable with proven problem-solving skills
• Critical thinker with attention to details.

Job Type: Full-time

Please contact Jingwei Zhang, Director of Sales, at 6472413236 or

Job Posting Details

Job Type


Market Segment


Company Type

Insurance Brokerage

Languages Required


Education Required

Insurance License Level II

Minimum Experience Required

3 to 4 Years