Job Description / Duties

About this Opportunity:

The Regional Leader reports to the Regional Manager and is responsible for the day-to-day running and operations of the Branch including scheduling of staff. The incumbent is responsible for handling their own small Book of Business; supervising branch staff and implementing and monitoring workflows and ONE standard. Duties Include working with our People & Culture team for recruitment and for supporting performance management of Insurance Advisors. Regional Leaders are also charged with assisting in the marketing of ONE in their communities. This position is responsible for the customer service experience in the branch and as such requires coaching, mentoring, and training of staff. The Regional Leader will help to resolve difficult customer issues and ensure they are handled professionally. Responsible for daily funds balancing and ensuring daily bank deposits are accurate. A solid understanding of company products, in particular those pertaining to Autopac and Personal lines, is critical to this position.

Major Responsibilities:

• Supports the Regional Leader in leading employees in the Branch/Cluster and ensures that workflows and service standards are followed.
• Manage an appropriately sized book of business including all customer and book management requirements.
• Builds team commitment to high standards of service, exceeding customer expectations and leading by example.
• Assists People & Culture in and the onboarding of new hires.
• Trains staff, develop career paths and make recommendations for continued education.
• Assists Regional Manager in branch development plans including growth targets and marketing initiatives.
• Support and assist the Regional Manager with reviewing the monthly production reports for accuracy.
• Tracks accounts receivable on a monthly basis and instructs staff in collection methods.
• Employee scheduling and attendance time sheets.
• Oversee the EPIC & MPI daily balancing and daily bank deposits.
• Office KAP responsibilities for monthly inventory reporting, audit breeches and contact person with MPI.
• Participate in monthly staff meeting as directed by the Regional Manager as well as biweekly employee check-in.
• Share successes, fosters an atmosphere of success.

Qualifications / Required Skills

Skills, Abilities, and Competencies

• Thorough working knowledge of EPIC, IWS, Autopac, SRE, Blue Cross and Personal Lines Insurance.
• Demonstrated experience with MS Word, Excel, Outlook and general proficiency with computers.
• Experience leading and motivating staff and proven track record of exceptional customer service.
• Driven to deliver superior service by exceeding customer expectations.
• Demonstrated ability to develop relationships with customers and co-workers.
• Able to work well as a team player in a fast paced, energetic environment.
• Presents a professional image in words and actions.
• Excellent verbal written English and interpersonal communication skills.
• Strong math skills and basic understanding of accounting functions.
• Ability to translate complex or technical information into layman’s terms.
• Proven ability to plan, set and achieve goals.
• Self-starter and uses good judgment in all situations.

Minimum Qualifications & Experience

CAIB designation or level 2 license working towards CAIB designation.
College diploma or University degree in a business-related discipline.
5- years of experience in a brokerage.
3-5 years of experience supervising or managing staff.
3-5 years with a Personal lines Book of Business along with some small Commercial experience.

Additional Information

This is your opportunity to bring your skills and passion for clients to a career with a progressive and well-respected company! Ready to apply?

Salary: Competitive Compensation & Excellent Paid Benefits

Contact Information

Please send your resume to: careers@oneinsurancegroup.ca by end of day April 8th, 2024.

Employer Profile

ONE Insurance has proudly served the insurance needs of customers across Manitoba for over 70 years. We have earned our customers’ trust by providing the guarantee of exceptional insurance products along with exceptional service. We are seeking experienced insurance professionals to join our growing team.