Team Leader Insurance Account

Job Summary

The Team Leader – Insurance Accounts is responsible for managing a team handling insurance-related accounting and operational activities. This role ensures accurate processing, compliance with regulatory and client requirements, timely delivery of work, and continuous improvement in team performance and service quality.

Key Responsibilities

Team Management

• Lead, mentor, and supervise a team of insurance account executives/associates
• Allocate daily work, monitor workloads, and ensure timely completion of tasks
• Conduct regular performance reviews, coaching sessions, and skill development
• Handle escalations and resolve team or client-related issues

Insurance Accounts Operations

• Oversee processing of premiums, claims accounting, commissions, and reconciliations
• Ensure accurate posting of transactions in insurance accounting systems
• Review and appro...