Team Lead

Job Description

Role & responsibilities About the Role: PB Partners is seeking a dynamic Team Leader with 3-4 years of experience in the health insurance vertical to lead our B2B team. The candidate will be responsible for driving team performance, managing key client relationships, and ensuring efficient operations within the health insurance segment. Key Responsibilities: - Lead, motivate, and manage a team handling health insurance clients in the B2B segment - Set performance targets, monitor KPIs, and ensure team meets or exceeds goals - Build and maintain strong relationships with corporate clients, insurance partners, and stakeholders - Oversee policy issuance, renewals, and claim processes to ensure timely and accurate service delivery - Collaborate with sales, underwriting, and operations teams to streamline workflows and resolve escalations - Conduct training sessions to upskill team members on product knowledge and customer service - Analyze market trends, competitor activity, and client feedback to suggest improvements and strategies - Prepare regular reports on team performance, client status, and business growth - Ensure compliance with company policies and regulatory requirements Qualifications: - 3-4 years of experience in health insurance, preferably in brokers or B2B segment - Proven leadership and team management skills - Excellent communication and interpersonal skills - Strong understanding of health insurance products, policies, and processes - Ability to work in a fast-paced environment and manage multiple priorities