Team Lead, Sales Delivery (Seasonal)

Team Lead, Sales Delivery (Seasonal)

Position Overview:

Bloom, the insurance industry’s trusted growth partner, is seeking a motivated and skilled seasonal Team Lead with an active Health Insurance license to join our team for the Annual Enrollment Period (October 15 – December 7) and take the reins of one of our high-impact Telesales programs.

In this hybrid Agent/Leader role, you'll lead by example—balancing personal sales production with the responsibility of coaching, mentoring, and developing a high-performing team of Medicare sales agents. You'll play a critical role in driving sales performance, fostering engagement, and ensuring operational excellence while remaining actively involved in day-to-day sales activities. If you're energized by achieving results, developing talent, and creating a culture of accountability and continuous improvement, we'd love to hear from you.

The ideal candidate is a top-performing Telesales professional with proven leadership experience and a passion for helping others succeed. This role combines individual contributor responsibilities with frontline leadership, requiring the ability to consistently achieve personal sales goals while providing day-to-day guidance, performance coaching, and operational support to a team of Medicare sales agents. Success in this position is measured by both individual production and the overall performance, development, and engagement of the team.

We are looking for an exceptional individual who can:

• Monitor agent performance across live calls, after-call work, and offline activities to ensure productivity, quality, and adherence standards are achieved.
• Provide real-time coaching, support, and feedback based on call audits, quality evaluations, performance trends, and Average Handle Time (AHT) metrics.
• Conduct regular one-on-one meetings, scorecard reviews, and developmental coaching sessions to support agent growth and performance improvement.
• Support new hire onboarding by assisting agents through their initial nesting period, ensuring they are prepared to independently manage customer interactions.
• Monitor attendance, schedule adherence, and agent productivity, addressing concerns and escalating issues as appropriate.
• Serve as the primary point of contact for agent questions, providing guidance, troubleshooting support, and timely responses through team chat and other communication channels.
• Complete quality assurance evaluations, manage reconsideration requests, and ensure enrollment accuracy and compliance with organizational standards.
• Handle escalated customer interactions and assist agents with resolving complex issues while maintaining a high level of customer service.
• Identify and escalate ongoing or significant performance concerns to the appropriate leadership team for review and corrective action.
• Communicate operational updates, policy changes, reminders, and best practices through Microsoft Teams and other communication channels.
• Prepare and distribute daily operational summaries, performance statistics, and campaign updates during peak enrollment periods, including AEP, OEP, and SEP.
• Develop and maintain Team channel coverage schedules while monitoring pause, auxiliary, and wrap-up time to support productivity and service level objectives.
• Assist agents with maintaining Request for Information (RFI) tracking and documentation, ensuring accuracy, completeness, and timely follow-up.
• Balance leadership responsibilities with direct customer interaction by handling inbound calls as needed to support operational and sales goals.
• Reinforce quality standards, compliance requirements, and call handling procedures to ensure a consistent customer experience.
• Foster a positive, collaborative, and high-performing team environment through coaching, recognition, engagement, and continuous development efforts.
• Perform additional duties and responsibilities as assigned.

Qualifications:

• High school diploma or GED
• At least one year of AEP Medicare sales experience required
• Active Health Insurance license required
• Prior experience handling or managing third-party leads is preferred

Required Skills and Abilities

• Ability to gain required releases to support assigned program upon hire
• Able to stay motivated, work hard, and find solutions to problems
• Ability to motivate others
• Passionate about being rewarded and incentivized for your work and successes
• Communicates well with others and works well on a team
• Strong working knowledge of Microsoft Office applications, including Outlook, Excel, Word, PowerPoint, and Teams
• Pays close attention to details
• Good at solving problems
• Manages time well and can work independently
• Comfortable using computers and switching between websites
• Shows up on time, reliable, and can adapt to different work needs

What We Offer

Bloom operates with a people-first culture, which means listening to our employees to provide the benefits that mean the most to them. Our competitive compensation, comprehensive health coverage, long-term growth opportunities, and remote work environment are among the reasons that many of our employees have been with us since the beginning of our business. BeBloom™, our proprietary employee training and engagement program, helps you learn our business model and immerse yourself in everything our culture has to offer from day 1. From virtual live events to mentorship and leadership programs and employee-led councils, there are countless opportunities to get involved, build connections, and share your voice – because at Bloom, the real you belongs here.

Core Values:

1. Put People First: Uphold and promote a people-first culture within the organization, emphasizing empathy, kindness, and a commitment to making a positive difference.
2. Be Stronger Together: Embrace a team player mentality, leveraging the strengths of yourself and others to collaborate as one team.
3. Do What’s Right: Adhere to high ethical standards, acting with integrity to do what’s right for partners, customers, and colleagues.
4. Embrace a Growth Mindset: Embrace a culture of continuous learning, education, and professional development.
5. Drive Solutions: Demonstrate ingenuity and skill by sharing ideas and solutions that drive our mission forward.

About Bloom

Bloom is a third-party insurance services provider that partners with Medicare health plans to enable high-quality Medicare enrollment and drive earlier health plan activation. Founded in 2007, Bloom has partnered with national and regional payers to implement solutions for every step of the member journey, from telesales and quote & enroll to health activation outreach. Supported by its Ascend technology platform, Bloom produces closer connections and better outcomes for Medicare beneficiaries and health plan stakeholders to deliver High Value Enrollment.