Job Description / Duties

We are a currently looking for a key individual to lead our Morden & Manitou Cluster in the position of Team Leader.

The Team Leader is responsible for the day to day running and operations of the Branch. Reporting to the Regional Branch Leader, the incumbent is responsible for handling their own Book of Business comprised of personal lines, farm and/or commercial; supervising branch staff and implementing and monitoring workflows and BSI standards. Duties include working with HR for recruitment and for administration of performance management, responsible for the customer service experience in the branch and as such oversees coaching, mentoring and training of staff. The Team Leader will help to resolve difficult customer issues and ensure they are handled professionally. A solid understanding of company products those pertaining to Autopac and Personal lines are critical to this position. The candidate will also be responsible for helping out on autopac transactions.

Essential Duties and Responsibilities:
• Determines goals and objectives for Insurance Brokers; assigns responsibilities; provides leadership, guidance and feedback regarding performance; facilitates continuous learning, and career development;
• Establishes and maintains excellent relationships with clients and staff;
• Assists in the recruitment of staff including participation in interviews;
• Schedules staff appropriately so that customer experience levels are maintained;
• Conducts employee mid-year and annual performance reviews;
• Conducts regular weekly check-ins with all staff members.

Qualifications / Required Skills

Skills and Requirements:
• CAIB designation or level 2 license working towards CAIB designation
• College diploma or University degree in a business-related discipline is an asset
• 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 Farm, and/or commercial experience
• Excellent working knowledge of IWS, Autopac, EPIC, and Blue Cross
• Demonstrated experience with MS Word, Excel, Outlook and general proficiency with computers
• Experience leading and motivating staff and a 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
• Must be able to work full-time, regular scheduled shifts

Additional Information

BSI offers competitive wages, a great working environment, company paid training including license & membership fees, profit sharing bonuses, group health benefits, matched RRSP/DPSP plan, annual performance increases and a day off on your birthday!

Salary: Competitive

Contact Information

If you are looking for an exciting new opportunity working with an exceptional team, please email your interest or resume in confidence to: careers@bsimb.com.

Employer Profile

BSI believes in providing a superior insurance experience.
Our unique culture affords our employees the opportunity for growth and development of their insurance careers while being able to give back to their communities. Enriching the quality of life for our employees and communities remains a vital building block to the success of our organization.

At BSI, you can expect a successful and satisfying career in the insurance industry.