Team Lead, Personal Insurance

October 18 2019
Industries Bank, Insurance, Financial services
Categories Sales, Business Development, Customer Service, Call Centres, Bank, Insurance, Financial Services, Bank, Insurance, Financial services, Supervisor, Team leader
Sudbury, ON

We have an opening for a Team Lead opportunity in our Personal Insurance Department to join our office in Sudbury, Ontario.

Primary Responsibilities:

  • Provide direction and technical support to the team through coaching/guidance
  • Generate reports on team performance for management analysis; may include coordinating budgets; coordinating branch activities; schedules shifts and absences/holiday schedules; working as the IT contact
  • Maintain book of business, service on-going client needs: advise on insurance matters, conduct needs assessments, answer inquiries and recommend solutions
  • Contact Underwriters and Adjusters to discuss guidelines and policies
  • Responsible for developing and reviewing monthly reports and ensuring they are accurate and timely
  • Responsible for attaining new business/sales targets for Personal Insurance Department
  • Ensure tools, workflows and processes are applied in order to meet company requirements
  • Manage customer relationships and develop business
  • Communicates, implements and monitors strategies to ensure goals and objectives are attained
  • Participate in completing performance reviews and management
  • Will act as senior level for dealing with customer service and sales concerns (client escalation)
  • Participate in community marketing initiatives
  • Additional duties as required

Skills and Experience:

  • Post-Secondary Education
  • 3-5 years or more personal lines insurance experience
  • Exposure to EPIC is an asset
  • RIBO license
  • CIP, CRM or CAIB designation preferred
  • Proficient in MS Office
  • Strong customer focus; understand the needs of the customer (internal and external)
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills

We thank all applicants for their interest, but only those selected for an interview will be contacted.

At BrokerLink, we know there’s more to your decision about where you work than just the work itself. We know that helping our people achieve their career goals in a culture that offers growth and balance is what sets us apart. Our commitment to our employees is to offer workplace benefits that set the standard for them and their families. Along with a professional and fulfilling work environment, we provide competitive compensation, comprehensive benefit programs and a commitment to ongoing professional development.

Our values help guide us and our commitment to excel in all aspects of our business. Joining our team means you’ll have the opportunity to live our values.

Learn more about BrokerLink’s Living Our Values.

At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference!

Applicants must be permanently eligible to work in Canada upon hire. Proof of eligibility may be requested and may come in the form of a copy of a Canadian birth certificate, Canadian passport, Canadian citizenship certificate, permanent residence card or confirmation.

Apply now! network