Job Overview:
Oversee the functionality & performance of your team members by providing guidance, instruction & coaching to ensure each individual performs to their upmost potential while ensuring the smooth completion of everyday tasks like Requests & Follow Ups.
A Team Lead will also be responsible for monitoring the Record Retriever’s progress, improvement, and performance via documented evaluations which means being responsible for noticing & correcting any mistakes or errors made during the complete requesting process.
Responsibilities & Duties:
Ensure all Requests & Follow Ups are completed by the end of the day.
Detect, comprehend & resolve any mistakes made by the Record Retrievers.
Identify problem areas and be able to coach, guide & correct team members.
Organize, structure & motivate your team to fulfill or surpass pre-established goals.
Generate regular performance reviews.
Keep track of old requests and make sure these are taken as priority cases.
What you should do:
Lead and Exemplify: Establish yourself as a respectable leader in front of your team members.
While you want to have a good relationship with them, you also want to ensure they’re following instructions.
You can do this by leading by example, toning down any non- work-related matters, demonstrating a dedicated work ethic and enforcing office rules.
Document and Organize: Create a folder in your desktop with the names of all the team members under your direct guidance.
Save every email/audit you send and document every error or accomplishment you notice while conducting spot checks throughout the month.
Be aware of what your team does: You are responsible for your team and must be aware of any problem, issue, or action they take.
It is important to recognize the strengths and weaknesses of the individuals in your team, be it their writing, organizational skills, or verbal communication.
What you’re expected to do:
On a Daily Basis
Monitoring Requests and Follow Ups
Verify portals.
Spot Checks
On a Weekly Basis
Compile Attendance of the week
Coaching Sessions
On a Monthly Basis
Performance Review
Audit
6th Month Review
Compile all monthly reviews.
Use “Employee Evaluation” Word Sheet
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