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Branch Manager (Personal/Small Business Insurance) - 19245
Job Description
The successful candidate will be responsible for maintaining and growing strong client relationships, assessing and advising on insurance needs, and ensuring seamless service delivery. In addition, they will oversee daily branch operations, optimize sales processes, and enhance brokerage team performance.
Key Responsibilities:
- Maintain and develop strong client relationships, understanding their unique insurance needs and providing tailored solutions.
- Lead branch operations by analyzing brokerage processes, implementing improvements, and ensuring smooth daily functions
- Assess existing coverage, recommend appropriate insurance options, and manage policy renewals and endorsements.
- Guide clients through claims processes, acting as a trusted advisor to ensure seamless experiences.
- Identify opportunities for upselling and cross-selling to enhance client satisfaction and revenue growth.
- Oversee sales tracking, data accuracy, and broker documentation within the EPIC system.
- Administer broker commission processes, ensuring compliance and timely AR collections.
- Serve as the main communication point for brokers and staff, leading team meetings and optimizing the overall broker experience.
- Minimum 3 years of experience in the insurance industry, with a strong focus on personal lines insurance.
- Must have minimum 2 years of people management expereince.
- Must hold a General Insurance License Level 2 (or higher) in British Columbia (Alberta licensing is an asset).
- Strong knowledge of insurance products, regulations, and industry best practices.
- Exceptional customer service and communication skills.
- Proficiency with EPIC (Broker Management System) and other insurance-related software.
- Leadership skills with a collaborative and proactive approach to team development.
- The discussed base salary is $120,000-$150,000 depending on experience.
- Comprehensive medical and dental benefits
Meet Your Recruiter
Corey Boult
Senior Recruitment Consultant
Sales & Account Management
Corey is an exceptional recruitment professional with industry experience that includes agribusiness, retail, transportation and hospitality. He has worked directly with hiring managers and sales professionals and has first-hand knowledge of what makes a successful sales team ‘tick.’ With proven experience attracting top sales talent, he is skilled at headhunting and proactive recruiting strategies. Having started his career in hospitality, he is wired for customer service and deeply committed to ensuring he provides his clients with top-notch service and a highly consultative approach.
Leveraging his large network throughout Western Canada, Corey excels at finding the right people for the job. At every step of his career, candidates have quickly trusted him to represent them well. Drawing on his expertise and natural curiosity, he knows the right questions to ask, and how to ask them.
Born and raised in Manitoba, Corey has a Bachelor of Arts in Psychology from the University of Winnipeg, and relocated to Vancouver in 2018. Outside of work, he can often be found golfing, playing tennis, cooking, and spending time with his wife and daughter. Always up for adventure, he once cycled from Vancouver to Winnipeg in 28 days as a fundraiser for the Mood Disorders Society of Canada!