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Team Lead, Renewals



Toronto, ON, Canada
Posted on Wednesday, May 22, 2024
We are looking a Team Lead to lead our Renewals team specializing in Professional Services & Med/Mal Industries.
This is an excellent opportunity to join the leadership team and further enhance our growth. In this role, you will be required to mentor and coach a team of Renewal Brokers in addition to assisting our elite clients with their renewals. Sales skill and coaching ability are at the core of this position, seeking every opportunity to nurture your Renewal team members to deliver on results. Reporting to the Practice Leader of Renewals, this position is paramount to providing unparalleled service and support to our clients.


  • Leadership
  • Develop a deep understanding of company goals and initiatives, cascade down to the team and individual level.
  • Set team objectives, oversee team's day-to-day activities ensuring all talks are completed within Service Level Agreements and goals are met.
  • Manage individual performance goals-setting. Create impactful performance plans. Provide motivation, coaching, training and developmental opportunities to team members to ensure they perform to required standards and achieve agreed upon objectives.
  • Create an inspiring team environment with an open communication culture.
  • Perform monthly audits to ensure team quality standards are met and exceeded, provide just-in-time coaching on the identified performance gaps.
  • Identify training needs, assist with facilitating training sessions and implementing procedures, provide new hires onboarding as well as continuous team learning sessions with existing team members.
  • Perform regular 1:1 meetings with direct reports along with productive weekly team meetings, to elevate high performance.
  • Manage and oversee all client escalations with integrity and professionalism.
  • Champion internal process optimization to improve efficiencies and remove manual hurdles across the team.
  • Manage team’s staffing plans, ensure adequate resource coverage.
  • Establish relationships within the Sales leadership team. Communicate updates to the team and provide feedback to management.
  • Other duties as assigned.
  • Operations:
  • Handle renewal insurance leads provided to you by Zensurance.
  • Assess the needs of potential clients to advise on coverage requirements.
  • Advocate for internal process improvements to create efficiencies to remove manual hurdles across the team.
  • Map out and make improvements to the customer journey to elevate customer satisfaction as measured through our Net Promoter Score.
  • Identify and coach staff to create cross-sell opportunities.
  • Other duties as assigned.


  • RIBO license required.
  • 3+ years of commercial lines experience or 5+ years of insurance experience.
  • 1+ year of people management experience.
  • Persistence and agility to meet set targets consistently.
  • Excellent written and verbal communication skills.
  • Attention to detail and demonstrated flexibility in managing multiple clients at a time.
  • CAIB and CIP designations are assets.