Insurance Brokerage Team Lead — Mentorship & Growth

Western Financial Group; Cranbrook; On-site; CAD 61,000 - 71,000; Full time

Job summary

A leading insurance brokerage in Canada seeks a Team Lead – Insurance Broker to mentor a dedicated team. The role involves coaching, ensuring compliance, and driving business growth through effective communication and relationships with clients. Candidates must hold a General Insurance Level 2 License. This position offers full-time hours with a competitive salary of $61,000 - $71,000, along with extensive benefits including vacation and wellness days.

Benefits

3 weeks’ vacation

14 wellness days

100% employer-paid group benefits

Company matching investment and savings programs

Qualifications

• History of implementing initiatives and best practices in a team.
• Ability to coach and mentor team members effectively.
• Strong understanding of insurance products and compliance.

Responsibilities

• Coach and mentor your team with the support of your manager.
• Review client data entries for compliance.
• Process changes to insurance policies effectively.
• Conduct sales calls and contribute to business growth.
• Stay updated on product knowledge.

Skills

Strong time-management skills

Professional communication etiquette

Training skills

Involvement in industry-related associations

Education

General Insurance Level 2 License

Job description

A leading insurance brokerage in Canada seeks a Team Lead – Insurance Broker to mentor a dedicated team. The role involves coaching, ensuring compliance, and driving business growth through effective communication and relationships with clients. Candidates must hold a General Insurance Level 2 License. This position offers full-time hours with a competitive salary of $61,000 - $71,000, along with extensive benefits including vacation and wellness days.