Insurance Branch Manager

Schill Insurance Brokers Ltd.; Surrey; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading insurance provider in Canada is seeking a Retail Branch Manager to oversee a front-line team in Surrey, BC. The role involves ensuring high levels of client satisfaction through service excellence and effective team management. Candidates should have a Level 2 general insurance license and experience leading teams. This full-time position is pivotal in maintaining operations while fostering a positive, inclusive environment. Join a company that values community and client service.

Qualifications

• Minimum experience leading teams in insurance or client-facing environments.
• Knowledge of Personal Lines and ICBC workflows is necessary.
• Demonstrated ability to manage client interactions with care and efficiency.

Responsibilities

• Lead a team across Personal Lines and Autoplan services.
• Ensure high standards of client service and team performance.
• Monitor team metrics and oversee operations for compliance.

Skills

People management

Client-focused service

Proactive leadership

Team coaching

Effective communication

Education

Level 2 general insurance license

CAIB or CIP certification

Tools

Epic

Autolink

Policy Center

Job description

2 days ago Be among the first 25 applicants

Schill Insurance Brokers, founded in 1972, has grown from a one-person office to a thriving company with 10 locations in BC. Our mission is to protect and connect with the communities we serve, driven by our core values of being Hungry, Humble, Smart, and Safe.

As a Retail Branch Manager at Schill Insurance, you lead a dynamic front-line team delivering both Personal Lines and Autoplan service. You set the tone for a high-performing, people-first branch, balancing daily operations with a strong focus on retention, team growth, and client experience. Your leadership drives consistency, accountability, and care across every client interaction. While each day brings something new, your purpose stays the same: to keep the branch running smoothly, support your team in doing their best work, and ensure clients walk away confident, informed, and supported.

Responsibilities

• Coach and support a blended team across Personal Lines and Autoplan.
• Foster a positive, inclusive, and accountable team environment.
• Set clear expectations for professionalism, teamwork, and follow-through.
• Lead onboarding and hiring conversations; provide regular coaching and feedback.
• Reinforce open communication and shared success.

Client Experience

• Ensure 5-star client service standards are met across all transactions and channels.
• Monitor team renewal practices and follow-ups to drive retention and reduce rework.
• Support complex or escalated client situations with professionalism and clarity.
• Model service habits that balance care, efficiency, and compliance.
• Encourage a proactive mindset that anticipates client needs and follows through.

Branch Operations & Compliance

• Oversee scheduling, workflow coordination, and daily rhythm.
• Ensure ICBC, insurer, and Schill procedures are consistently followed.
• Monitor basic team metrics such as renewals, follow-ups, and lead activity, to ensure performance and consistency.
• Monitor batching, documentation accuracy, and follow-up activity across the team.
• Partner with IT and Operations as needed to maintain branch systems and tools.
• Address gaps in execution with timely coaching and support.
• Manage a small book of personal lines business and back up auto

Cross-Functional Collaboration

• Act as the communication bridge between the branch and other Schill teams.
• Share relevant insights with senior leaders to support broader branch alignment and service quality.
• Partner with People & Culture, Learning & Development, and other roles to identify gaps and team readiness.
• Participate in cross-branch and organizational conversations to align goals.
• Share feedback and suggestions that support continuous improvement.

Success Factors

How You Show Up

• Steady, people-first leader who creates clarity and confidence
• Proactive and calm in the face of change or client pressure
• Committed to growing others and building strong, collaborative teams
• Organized, reliable, and driven to deliver meaningful results

What You Know

• Level 2 general insurance license required: CAIB or CIP an asset
• Experience leading teams in an insurance or client-facing environment
• Working knowledge of Personal Lines and ICBC workflows and standards
• Proficient with Epic, Autolink, Policy Center, and insurer platforms

As part of our hiring process, successful candidates must conduct and pass background checks, including a criminal record and credit check.

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Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development
• Insurance

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