The role involves proactively prospecting and generating new business opportunities while building and maintaining strong relationships with customers. Responsibilities also include understanding client needs, recommending appropriate insurance products, and staying current with industry trends.

The Supervisor will act as a player-coach, managing daily squad operations, conducting performance coaching through call audits, and ensuring the team hits aggressive sales targets. They will also provide direct feedback to Product and Engineering teams to enhance tools and the customer application experience.

This role involves owning the end-to-end strategy for Quality Assurance (QA) and Training across Sales and Service departments, including building scalable QA programs, developing training curricula, and managing insurance licensing processes. The Lead will also analyze performance data to drive continuous improvement and maintain accurate internal knowledge management systems.

The representative will be responsible for communicating professionally with clients, providing them with necessary information and guidance, and following a structured system to maintain consistent performance.