The Lead Coordinator supports our experienced insurance sales team by collecting, analyzing, and summarizing valuable information from our digital shoppers and qualifying them to work with our licensed advisor. The role's primary responsibility is taking inbound and making outbound calls, verifying prospects' underwriting risks, and qualifying leads. The lead coordinator is also responsible for maintaining a positive work environment and embodying the CoverHound culture.

The ideal candidate would see themselves transitioning into a sales assistant and then a sales role after successfully contributing to the organizational goals in this role.

Essential Duties and Functions: include the following. Other duties may be assigned.

Strong team player and ability to work independently to achieve individual, team, and company-based goals or objectives.

Is assertive, motivated, and eager to qualify leads appropriately that represent the customers’ needs, contract requirements, and risk profiles.

Is confident in their ability to say both yes and no when qualifying prospects.

Summarize information for easy transition to the Insurance Advisors

Maintains current knowledge of our guidelines, procedures, and compliance through provided training, materials, and educational resources.

Provide excellent customer service to ensure high NPS scores

Able to build and maintain relationships through friendly and prompt communication with clients and business partners.

Attend all product knowledge and carrier training as assigned.

Regular attendance and punctuality

Competencies:

• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas, and exhibits a willingness to try new things. Creates an environment where teammates feel connected and energized.
• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently. Makes good and timely decisions that propel our company forward
• Written and Oral communication—Communicate a concise message that resonates every time. The individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Problem-solving—Create innovative ways for our customers and company to succeed. The individual identifies and resolves problems promptly, gathers and analyzes information skillfully, and maintains confidentiality.
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
• Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Experience with insurance products, specifically commercial insurance products, is a plus but not required.

Required:

• Proficient with MS Office
• Exceptional telephone and email etiquette
• Ability to maintain a high level of confidentiality
• Being open to growth through coaching and support

Preferred:

• Open to becoming a licensed insurance advisor
• Prior insurance experience
• Prior call center experience