Purpose of Position
Our client is looking for a Manager, Personal Lines for their Northern Branches that will supervise, mentor and coach a small team of Insurance Advisors in various branches.
They will have experience as an insurance broker in Alberta property, casualty, and automobile personal lines insurance.
As part of the underwriting and direct sales team, they will also play a key role in handling our existing Personal Lines business.
The role acts as a leader and mentor within the organization to achieve targeted business results with an emphasis on high quality customer service.
Duties will include direct customer contact as well as other supporting technical duties, as part of a team. This position can either be in Grande Prairie or Edmonton but the successful candidate will need the willingness to travel.
Your Responsibilities
Management
- Manage team performance through proactive coaching, employee development and performance appraisals
- Oversee Insurance Advisors and Administrative Assistants at La Crete, Grande Prairie and Edmonton Branches
- Manage team workflow to meet targeted benchmarks for both short and long-term goals
- Ensure adherence to policies, procedures, and underwriting guidelines
- Influence the underwriting culture while supporting the company’s risk appetite.
- Champion the development and implementation of business change.
- Provide prompt handling and resolution of client inquiries and concerns
- Receives and processes client requests and reviews documentation for routine policy changes, additions, deletions, renewals, or cancellations
- Foster positive working relationships with internal and external parties, including other branch offices
- Conflict resolution with clients and staff
- Attend Manager meetings as requested
- Monthly touch points with each employee at each location
- Travel to each location as needed
- Attend marketing functions to represent MMI
- Other duties as assigned
Supervision
- Maintains staff by recruiting, selecting, orienting, and training employees; developing personal growth opportunities
- Accomplishes staff job results by coaching, developing, counseling, and disciplining employees; planning, monitoring, and appraising job results;
conducting training; implementing, enforcing systems, policies, and procedures
Completes operations by developing schedules; assigning and monitoring work; gathering resources; implementing productivity standards;
resolving operations problems; maintaining reference manuals; implementing new procedures
- Maintain timekeeping and personnel records
- Pass on information from Executive Management to employees and vice versa
- Ensure adherence to legal and company policies and procedures and undertake disciplinary actions if the need arises
What would make you successful at this position :
- General Agent Level 2 License by the Alberta Insurance Council
- Ten years Property and Casualty industry experience
- Two years management experience
- Have experience leading and supervising a team, with some members being supervised remotely
- Leadership skills with the ability to motivate and engage team while managing change
- Intermediate Microsoft Office Skills (Outlook, Word, Excel )
- Excellent negotiation and communication skills with the ability to present information or arguments in a convincing manner
- Analytical and problem-solving skills with the ability to select and implement best solutions
- Excellent decision-making skills with the ability to provide justification
- Excellent ability to multi-task and monitor progress to meet deadlines
- Proficiency of agency and industry software programs
- Own transportation required
- Ability and willingness to travel
Salary from $85,000 to $90,000 per annum.
Pathfind is a full-service Talent Management firm, offering professional services in Recruitment, Leadership Coaching, and Career Transition / Outplacement.
We are a proud partner of Career Partners International.
The successful candidate must have legal authorization to work in Canada on a full-time basis for any employer. While we appreciate the interest of all applicants, only those selected for an interview will be contacted.