Senior Complex Claims Specialist managing high - severity Professional Lines claims from inception to resolution. Collaborating with legal and underwriting teams while providing mentorship to the claims team.
About the role
- Report to VP Wealth Planning and Insurance Advisory Services and lead Insurance Programs and Services
- Implement and execute strategic initiatives to support accelerated growth of the Insurance line of business
- Focus on B2B MGA network expansion and advice solutions; provide thought leadership on operating structure, sales development and compensation models
- Lead insurance sales & advisory team and act as primary sales lead for advice-based insurance services
- Support Credit Union Wealth senior leadership on strategic matters and manage high priority sales and strategic initiatives
- Execute partner, advisor and client development plans as part of three-year business and operating plan
- Act as MGA Agency Nominee in all provinces and ensure operating model meets regulatory and supervision requirements
- Guide advisor development programs across mass market to complex estate and business markets
- Prospect external partners and secure introductions via other Aviso division leaders
- Establish and maintain relationships with insurance carriers, systems and software vendors, and AGA relationships
- Lead regional insurance consultants in National Account MGA and collaborate with Sales Development and Advice team to serve advisors
- Deliver corporate insurance growth strategies by ensuring high service standards in MGA back office and managing contracts with suppliers and vendors
- Collaborate with internal teams on delivery models and projects (sales enablement, partnership team, compensation, operations, IT, business analytics, HR, strategy)
Requirements
- University degree
- 12+ years of experience within the insurance industry
- Nominee eligible Insurance broker to meet requirements of provincial insurance Councils and fulfill nominee and supervision requirements
- Life licensed within one or more jurisdictions across Canada having experience in direct sales of over 50 cases
- In-depth knowledge and experience of life insurance agency operations, including National Account and MGA contracts, new business and policy service, agent contracting and policy transfers
- Financial planning designation is considered an asset (CFP, RFP, PFP etc.)
- Ability to navigate through a complex, multi-level business environment to deliver results and support business development with B2B partners at an executive level
- Ability to create value and capitalize on unrealized opportunities in the market
- Excellent written and oral communication skills
- Critical thinker with ability to apply business expertise and logic
- Proven track record of building and maintaining strong relationships
- History of enterprise level effectiveness with successful execution of key business initiatives
- Demonstrated collaborative, client-centric approach
- Familiarity with insurance sales process and types of insurance products preferred
- Understanding insurance commissions is an asset
- Familiarity with credit union wealth management is an asset
- Business travel as required
- Fluent English required; bilingual in French an asset
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits
- Generous vacation time
- Fitness benefit
- Parental leave top-up options
- Matching contributions to our retirement program
- Learning & development and education assistance program
- Regular social events to foster teamwork
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