Branch Manager, Personal Insurance (CXL)

BrokerLink; Town of Cochrane; On-site; CAD 75,000 - 95,000; Full time

Job summary

A leading Canadian insurance brokerage in Cochrane is seeking a Leader, PI Customer Experience to join their team. This permanent full-time role involves building and leading a highly engaged team, driving growth, and collaborating on business strategies. The ideal candidate has leadership experience in insurance and a customer-focused mindset. The company offers flexible work arrangements, competitive compensation, and various perks.

Benefits

Flexible health and dental insurance benefits

Personal Spending allowance for healthy lifestyle investments

RRSP with company matching

Employee Share Purchase Plan with matching

Dress for your day policy

Competitive compensation with bonus opportunities

Paid Time Off: starting at 3 weeks of vacation annually

Recognition as one of Canada’s best employers

Qualifications

• Leadership and management experience in insurance brokerage operations.
• Experience in a hybrid work environment.
• Customer-focused mindset (internal and external).

Responsibilities

• Build and lead a highly engaged team.
• Drive growth and deliver exceptional customer experience.
• Collaborate with management to develop and implement business strategies.

Skills

Leadership and management

Customer-focused mindset

Strong communication skills

Analytical problem-solving

Education

College or university degree in a related field

Job description

Being a part of BrokerLink means you live our values: act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence, and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment.

We want like-minded individuals who aim to provide the highest level of customer service and carry themselves with utmost professionalism.

We are committed to investing in your success! Our purpose of "we’re here to help people" motivates us to retain the talented team members we attract. We offer numerous growth opportunities and value our most important assets—our team members. With over 200 offices across Canada, ask us about our flexible work arrangements!

We are seeking a Leader, PI Customer Experience, to join BrokerLink at our Cochrane Branch on a Permanent Full-Time basis.

As part of our employee promise, here are some of the many perks of working with us:

• Flexible health and dental insurance benefits
• Personal Spending allowance for healthy lifestyle investments
• RRSP with company matching
• ESPP - Employee Share Purchase Plan (TSX: IFC) with matching
• Dress for your day policy
• Competitive compensation with bonus opportunities
• Employee discount programs (Apple, Bell, Rogers, and more)
• Paid Time Off: personal days, volunteer days, exam/study time, jury duty, starting at 3 weeks of vacation annually
• Recognition as one of Canada’s best employers (e.g., Kincentric 2024)

What the Role Entails:

1. Build and lead a highly engaged team
2. Drive growth and deliver exceptional customer experience
3. Collaborate with management and peers to develop and implement business strategies
4. Leverage team talents to execute plans through regional collaboration
5. Drive marketing initiatives to increase growth and brand awareness
6. Manage recruitment and staffing of your team
7. Coach and develop team members, conduct regular one-on-ones, and manage succession planning
8. Develop and execute Engagement Action Plans to motivate staff and align with company objectives
9. Ensure service quality standards are met
10. Enhance customer experience through tools and programs
11. Resolve service and sales issues and follow up on escalated customer concerns
12. Maintain strong relationships with key insurer partners
13. Assist in preparing and monitoring branch operational and expense budgets

The Successful candidate will have:

• Equivalent skills and experience; apply if applicable
• AIC - General Level 2 or equivalent
• Leadership and management experience in insurance brokerage operations
• Proven ability to lead engaged teams across multiple locations
• Experience in a hybrid work environment
• Customer-focused mindset (internal and external)
• Strong communication and negotiation skills
• Team player and collaborator
• College or university degree in a related field or equivalent work experience
• Experience managing projects or initiatives with multiple stakeholders
• Analytical and problem-solving skills to develop optimal solutions
• Willingness to travel regionally as needed