Kundenberater für bestehende Kunden im Finanzdienstleistungsbereich. Fokus auf langfristige Kundenbeziehungen und nachhaltige Beratung ohne Verkaufsdruck.
CI
Hybrid Team Lead, Personal Lines Insurance
Posted 3 months ago
About the role
- Team Lead managing Personal Lines at Miller Insurance brokerage in Kincardine, Ontario. Providing technical leadership and day-to-day supervision while ensuring consistent policies and workflows.
Responsibilities
- Provide technical leadership and guidance on policies, markets, processes to ensure a consistent experience.
- Provide day-to-day direction and guidance to the team.
- Manages time off requests for direct reports.
- Monitor worklists and workloads, host regular team meetings.
- Responsible for all aspects of performance management for the team (coaching, performance management, career development, hiring, onboarding etc.).
- Conducting 1-1 meetings with the team and participating in annual performance review process.
- Ensure consistent workflows, policies, and processes are established, followed, and maintained.
- Complete quality reviews and provide follow up coaching and/or training.
- Serve as the first point of escalations for staff, carriers, customers.
- Provide or source any training and development opportunities.
- Training and organizing set up of new hires.
Requirements
- Must be RIBO licensed (if applicable)
- Must have a minimum of 3+ years’ experience working in a brokerage
- Proven track record successfully supervising/leading a team
- Experience implementing and/or responsibility for process, workflows, quality reviews and/or training
Benefits
- Hybrid work
- Supportive work environment
- Team celebrations
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Kundenberater für einen unabhängigen Versicherungsmakler, der bestehenden Kunden betreut und ein eigenes Portfolio aufbauen möchte. Fokussiert auf ehrliche, nachhaltige Beratung ohne Verkaufsdruck.
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