Manager, Personal Insurance

HK Henderson
CA - Saskatchewan - Saskatchewan
February 2, 2025

THE ROLE:

Are you a natural leader who thrives on collaborating, developing people and driving team success?

As the Manager, Personal Insurance, you'll lead and support a team of Administrators, Account Managers and Account Executives, providing mentorship and fostering their ongoing growth and development.
Your problem-solving skills and ability to nurture relationships will ensure the delivery of an exceptional client experience and make a lasting impact on the department's success and growth.

WHAT YOU'LL DO:

• Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service.

• Support the Personal Insurance team in day-to-day activities, scheduling, provide mentorship, training, and technical leadership to the team's operation that supports the continued talent development of team members.

• Work closely with the Director of Personal Insurance on continuous improvement of strategies and solutions that improve and optimize the personal insurance teams internal and external operations.

• Responsible for managing complex account relationships for the Personal Insurance team.

• Coordinate training and development opportunities and organize sessions for the team including new hire onboarding and EPIC workflow training.

• Reinforce the need and demonstrate commitment to the highest levels of customer service to the team and clients.

• Service an existing book of business, and grow personal lines business through referrals, walk-in clients, and personal networks.

• Identify and develop cross-selling opportunities to turn single-line clients into multi-line clients and work closely with our Venture and Commercial team to ensure seamless operation.

• Review the accuracy of policy documents prior to client delivery and manage all account documentation (i.e., routine inquiries, quotes, binders, statement of values, finance contracts, insurance contracts, endorsements, cancellations, etc.)

• Audit files and proactively identify and address potential issues to ensure E&O exposure prevention.

• Efficiently handle all aspects of policy documentation, including new business, renewals, endorsements, and related tasks, maintaining meticulous records and timelines.

• Address and keep the Director of Personal Insurance informed of team member concerns, and promote a positive, collaborative work environment.

• Provide clients with prompt service and customized advice, responding to general inquiries via telephone, email, or walk in, from clients, colleagues, and other parties.

• Stay informed about industry trends, market conditions, and emerging risks to identify opportunities for growth.

• Maintain and update EPIC and ensure workflows are followed.

• Provide back-up support for the Auto Insurance Team as needed.

• Collaborate with other departments and functions as necessary.

• Other duties as required.

WHAT WE REQUIRE:

• Level 2 General level license or willing to obtain.

• Demonstrated experience in exceptional customer service.

• Solid mentorship skills, leadership skills and organizational skills.

• Strong interpersonal and communication skills both verbally and in written correspondence.

• Ability to build lasting relationships with clients and key business partners.

• A well-defined sense of diplomacy and business acumen with a focus on customer service and overall client experience.

• Skills in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability.

• Proficiency in Microsoft Office Suite.

• Experience with internal Broker Management Systems (EPIC) considered an asset.

Read the full job description and apply online on the recuiter's web-site

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