Job Summary: 

The Associate Team Lead is a structured 6-month leadership development role designed to prepare high-performing Care Coordinators to assume a full Team Lead position. 

This role performs all essential functions of the Team Lead under supervision, with graduated authority and accountability. At the end of the program, successful participants will be promoted into an open Team Lead role. 

Responsibilities: 

The Associate Team Lead will carry out supervisory responsibilities in accordance with organizational policies and applicable laws, under the direction of a Team Lead or Operations Manager. Responsibilities include: 

• Supporting interviewing, onboarding, and training 

• Coaching, monitoring performance, and supporting corrective action 

• Leading daily operations for assigned coordinators 

• Supporting staff scheduling, PTO, timecards, and coverage 

• Communicating policies, workflows, and expectations 

  

6-Month Development Framework 

Phase	Focus	Responsibility Level
Month 1–2	Shadowing & skill building	Observe, assist, document
Month 3–4	Partial ownership	Co-lead, execute with oversight
Month 5–6	Full operational leadership	Lead with review & sign-off

  

Core Responsibilities (Training Toward 100% of Team Lead Role) 

Participants will progressively perform all Team Lead duties, including: 

• Conduct daily staff huddles, audits, and productivity reviews 

• Monitor call volumes, task queues, CCM minutes, and quality metrics 

• Coach team members and document performance conversations 

• Assist with evaluations, hiring, onboarding, and training delivery 

• Coordinate provider calendars, PTO coverage, and task distribution 

• Maintain attendance records, timecards, and staffing logs 

• Enforce policies, workflows, and compliance standards 

• Respond to escalations and patient concerns 

• Support emergency office and holiday coverage processes 

• Build team culture through recognition and engagement 

• Maintain office supply inventory and operational readiness 

• Prepare weekly and monthly productivity and quality reports 

  

Authority Progression 

Function	Months 1–2	Months 3–4	Months 5–6
Team meetings	Observe	Co-lead	Lead
Coaching	Shadow	Deliver	Own
Performance reviews	Observe	Assist	Lead
Provider coordination	Assist	Manage	Own
Escalations	Observe	Support	Lead

 

Completion & Promotion 

At the end of 6 months, the Associate Team Lead will be evaluated on: 

• Performance metrics 

• Leadership behaviors 

• Compliance & workflow mastery 

• Team engagement and outcomes 

Successful participants will be promoted to Team Lead when a role is available. 

 

Qualifications:

• High School Diploma / GED required; Associate's or Bachelor's Degree preferred.
• At least 1 year of experience in an administrative / clinical medical setting or related customer service.

• Strong verbal and written communication skills. 

• Excellent problem-solving and organizational abilities. 

• Proficiency in using customer relationship management (CRM) software. 

• Ability to work independently and collaboratively in a fast-paced environment. 

#red