Team Lead Trainee

Role Summary Lead day-to-day team operations while serving existing insurance clients and supporting client growth. Build strong client relationships, ensure smooth service delivery, and help drive retention and expansion. Key Responsibilities Oversee daily team activities and coordinate priorities Manage and support existing insurance clients Support business development efforts to grow the client base Train and onboard new team members Delegate tasks effectively and develop leadership capabilities within the team Report and track field activity using a Salesforce-based CRM Qualifications & Skills Strong leadership and team coordination skills Customer-focused mindset with strong relationship-building ability Ability to prioritize, delegate, and manage daily workflow Experience working with or in insurance client environments Proficiency with Salesforce-based CRM processes Training and mentoring skills #J-18808-Ljbffr RoShay Services