CoverWallet-Commercial Insurance Advisor Team Lead

Aon
Victor, NY
30+ days ago

Job Description

About Us:
CoverWallet, an Aon company, was founded in 2015 to reinvent the $100 billion small business insurance industry by using data, design, and technology. As a part of Aon, a leading global professional services firm providing a broad range of risk, retirement and health solutions with 50,000 colleagues in 120 countries, CoverWallet has the mentality and culture of a high-growth startup with the backing and support of a global multinational company.
CoverWallet is the easiest way for businesses to understand, buy, and manage insurance online and has been recognized as a CNBC Upstart 100, won the Best Insurtech Solution from the Benzinga Awards and was named “One of the Most Entrepreneurial Companies in America” by Entrepreneur Magazine.

Job Summary:
This position is responsible for leading a team of advisors alongside the Sales Manager.

Essential Job Functions: Daily huddle reviewing SLA’s, slackscraper, KPIs and sales Sit in between 2 Advisors (both in ramp period or new hires) Stay on top of H/HV’s/SLA’s (white gloves, missed calls) for the team Complete SLA audits every morning Escalated inbound calls/slacks and take “customer wants to buy and Advisor is not responding” inbound calls/slacks Side by side coaching sessions Process confirmation Listening to recorded calls for sales coaching and 1 on 1’s Help Advisors with Dealdesk, admin tasks, other issues/questions Communicate any day to day issues/concerns with Sales Manager

Qualifications:
Education/Experience : Bachelor’s degree preferred Property and Casualty license 1-3 years of prior sales experience

Technical : Basic computer literacy, G suite preferred and Salesforce a plus Strong ability to communicate via email and phone

Professional: Ability to build strong relationships, initiate action and adjust to change are key attributes to this role Demonstrated strong verbal, written and interpersonal communication skills Creative problem solver with strong analytical skills; self-motivated; excellent communication skills Ability to take the initiative to gather and use customer feedback to identify both needs and opportunities Knowledge of performance evaluation and customer service metrics

We offer you
A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

Our Colleague Experience:
From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience .

About Aon:
Aon plc (NYSE: AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.
Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.

DISCLAIMER:
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. 2490642

Source

https://www.indeed.com/jobs

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