PC Team Lead

Role Overview

The Operations Team Leader will lead technical operations within the employee benefits and property & casualty divisions, managing policy placements, servicing, and daily team functions. This role demands a solid underwriting background along with comprehensive technical expertise in Marine, Engineering, Motor, Property, and Liability insurance.

Key Responsibilities

• Manage everyday operations spanning employee benefits and property & casualty insurance, ensuring workload balance, set priorities, and quality service delivery.
• Provide expert advice on insurance products including Marine, Engineering, Motor, Property, and Liability, analyzing clients' insurance needs, spotting coverage gaps, and collaborating with insurers for optimal coverage solutions.
• Examine risk data, insurance quotes, policy documents, exclusions, deductibles, and endorsements to detect gaps or inconsistencies in coverage.
• Lead insurance submission processes, comparative quotation assessments, insurer negotiations, and the placement of policies ensuring alignment with client expectations.
• Oversee contract renewals, policy issuance, adjustments, and servicing activities to ensure accuracy, completeness, and timely delivery.
• Coordinate Medical Insurance operations in collaboration with the employee benefits team and assist in handling escalated service issues.
• Serve as an escalation point for technical and operational challenges by interacting with clients, insurers, and internal teams to formulate resolutions.
• Mentor team members by reviewing their work, upholding technical standards, and fostering consistent service quality.
• Track pending cases and team performance metrics, highlight repetitive issues, and suggest viable workflow enhancements.
• Ensure precise recordkeeping and that operational procedures comply with internal guidelines and service standards.

Qualifications and Experience

• Bachelor’s degree in Business Administration, Finance, Insurance, or related disciplines.
• At least five years of pertinent experience in insurance, particularly in underwriting and handling technical insurance operations, placement, or policy servicing.
• In-depth technical knowledge of Marine, Engineering, Motor, Property, and Liability insurance, including skills in coverage assessment and interpreting policy wordings.
• Background in insurance brokerage is a beneficial asset.
• Prior experience supervising or leading teams is preferable; highly skilled technical professionals demonstrating leadership and operational responsibility will also be considered.
• Exposure to employee benefits and Medical Insurance procedures is desirable, enabling oversight of service delivery in both sectors.

Key Skills and Competencies

• Strong technical judgment with attention to detail and analytical skills.
• Excellent communication abilities, negotiation skills with insurers, and client management capabilities.
• Capacity to manage competing priorities, solve problems efficiently, and uphold service excellence.
• Practical leadership style focused on coaching and accountability for team outcomes.
• Proficient in Microsoft Office and familiar with insurance or brokerage management systems.