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Team Leader
, , | CityCom Health | Full-time | Partially remote
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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