Customer Service Team Lead - Life & Health

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

One80 Intermediaries is seeking a Customer Service Team Lead – Life & Health to join our growing team.

    

The Customer Service Team Lead at Pearl Insurance supports the daily operations of the Affinity Customer Service team by providing frontline coaching, technical guidance, and workflow oversight, ensuring consistent execution of service standards and operational excellence. The Team Lead serves as a first‑level escalation point for Customer Service Representatives (CSRs), assists with training and quality activities, and reinforces departmental expectations for service excellence, accuracy, and compliance.

Working under the general direction of the Customer Service Supervisor or Manager, the Team Lead promotes operational consistency, supports employee development, and helps maintain a positive, member‑focused environment. This role is expected to model organizational values, demonstrate accountability, and contribute to a culture of continuous learning, teamwork, and high‑quality service.

How You Will Contribute:  

• Serve as the initial escalation resource for CSRs for procedures, systems, product knowledge, and member inquiries.

• Support new hire onboarding and ongoing training through shadowing, refresher sessions, job aids, and side‑by‑side coaching.

• Assist the Supervisor with monitoring queue activity, service levels, and workflow distribution.

• Conduct call observations and participate in quality assurance (QA) reviews; document and elevate coaching insights.

• Provide real‑time support using the Five9 and Synergy.

• Review survey comments and member feedback, identifying trends for process or training improvements.

• Reinforce departmental procedures, customer service standards, and HIPAA requirements.

• Partner with Workforce Management to identify coverage needs, schedule adherence issues, and call‑volume trends.

• Assist in developing and maintaining SOPs, training materials, workflows, and reference documentation.

• Promote team engagement through effective communication, professionalism, peer support, and recognition.

• Demonstrate dependable and punctual attendance to ensure consistent frontline support.

Leadership Responsibilities:

• Offering timely performance insights and development observations to the Supervisor.

• Supporting consistent execution of departmental expectations, procedures, and service behaviors.

• Modeling organizational core values, professionalism, accountability, and ownership of outcomes.

• Contributing to a collaborative, inclusive, and continuous‑improvement‑focused culture.

Skills & Experience to be Successful:

• High school diploma required, associate or bachelor’s degree preferred.

• Minimum of 3 years of customer service experience, preferably in the insurance industry.

• Previous senior CSR, mentor, or informal leadership experience.

• Technical experience with Five9 telephony platform.

• Life & Health insurance licenses may be required for this role.

About One80:

One80 Intermediaries is part of Arrowhead Intermediaries, a global insurance distribution platform that offers deep specialization, scale, and innovation across wholesale brokerage, program administration, and specialty insurance. With more than 7,000 professionals worldwide and a collective portfolio exceeding $18 billion in premium placed in 2024, our combined organization delivers a diverse trading platform for insurance carriers as well as expanded access and niche solutions for brokers and customers navigating complex and hard-to-place risks. The platform combines entrepreneurial culture with operational excellence to deliver tailored solutions and long-term value across the insurance ecosystem.

Pay Range

21.00 - 21.00 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Welcome

We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

About Us

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.

Recruiting Vendor Disclosure Statement

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown.

In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors.

A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.

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