Manager, BSAA Personal Insurance

Axis Insurance; Oakville; On-site; CAD 90,000 - 110,000; Full time

Job summary

An established industry player is seeking a passionate Manager for their Personal Insurance team. This role is pivotal in fostering a collaborative environment, ensuring high service standards, and mentoring staff to achieve their best. If you thrive in a dynamic setting and are driven to make a positive impact, this opportunity offers a supportive culture with career growth potential. You'll be at the forefront of enhancing client relationships while leading a dedicated team. Join a company that values innovation and integrity, and take your career to the next level.

Benefits

Competitive Employee Benefits Plan

Work/Life Balance

Team-building Activities

Flexible Work Options

Qualifications

• 7+ years of experience in Personal Insurance with core competencies.
• General Insurance Agent Level II license required, with potential for BC license.

Responsibilities

• Lead the Personal Insurance team, ensuring high service levels and productivity.
• Collaborate with HR to attract and develop skilled staff.

Skills

Personal Insurance Experience

Client Relationship Management

Team Leadership

Time Management

Education

Post Secondary Degree

General Insurance Agent Level II License

CAIB, CIP, CRM Designations

Tools

EPIC Broker Management System

Job description

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This range is provided by Axis Insurance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$90,000.00/yr - CA$110,000.00/yr

Direct message the job poster from Axis Insurance

Talent Acquisition and Recruitment Specialist

Axis Insurance Managers Inc. dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. We innovate. We collaborate. We push ourselves, and one another, to be more than we were the day before. To work with us means approaching each day with a passion for what you do, knowing that you make a difference – to your clients, to your colleagues, to yourself.

We’re looking for people who are continuously growing – from Good to Great, from Great to Elite.

We’re looking for YOU.

As a Manager, BSAA- Personal lines a typical day might include:

• Collaborating with the HR recruitment team, maintains, develops, and attracts skilled staff to the Personal Insurance team
• Assessing skill level and knowledge of the Broking Services and Account Administration team and, in conjunction with other department leaders, oversees development and delivery of training curricula and programs
• Ensuring that administration work is completed by staff in an accurate, timely, and effective manner. This includes following up with direct reports regarding review and completion of monthly self-audits and may include file auditing to ensure adherence to established procedures
• Acting as liaison between direct reports, senior management, internal, and external stake holders when issues arise requiring attention
• Performing staff performance evaluations and makes recommendations as required
• Approving, monitoring, and tracking department vacation, sick, and remote workdays for direct reports, providing quarterly summaries to the Director, BSAA
• Reviewing and monitoring any staff expenses for direct reports, including Continuing Education courses
• Collaborating with the Director and other department managers to oversee the development of workflow systems to effectively and efficiently manage workload of the Personal Insurance team
• Reviewing/Approving Monthly Timesheets for Non-Exempt direct reports
• Leading the team and provides a work environment that is supportive of the productivity and morale of all staff
• Conducting process and needs assessments across the department, implementing initiatives for continuous improvement
• Executing and facilitating regular meetings with staff:
• Monitoring and auditing workflows
• Ensuring staff feel supported and heard by department leadership team
• Communicating Axis’ goals and achievements
• Collaborating with staff to monitor Key Performance Indicators (KPI’s)
• Providing training and mentorship
• Immediately dealing with staff issues and working towards a timely resolution
• Developing and maintaining high service level standards for the department
• Effectively motivating and supervising employees, including team building
• Developing and maintaining high service level standards for the department
• Working with Personal Insurance team on Accounts Receivable follow-up and collection, escalating to the Director as necessary
• Ensuring all documents are accurate and that files are kept in an orderly manner
• Performing periodic file audits to ensure procedures are followed by all direct reports

You are passionate about:

• Providing friendly, professional service
• Making a positive difference to those around you
• Sharing ideas and working with a great team of proactive, innovative thinkers
• Learning, growing, and pushing past barriers
• Living with integrity
• Taking ownership of your work and actions

You’re outstanding at:

• Building relationships – with clients, with underwriters, with colleagues … YOU are a people person!
• Staying on top of priorities … know every deadline and live by your To-Do list!
• Paying attention to the little things that make a big difference … dot your I’s, cross your T’s, and check all your boxes to make sure it’s done right the first time!
• Managing your time … with deadlines looming, keep your cool, knowing you’ve got this!
• Proactively getting stuff done … follow up and follow through!
• Working behind the scenes to ensure an exceptional customer experience … knowing that the customer expects excellence … and so do you!

Must haves:

• Minimum 7 years’ Personal Insurance experience, consistently meeting internal core competencies
• General Insurance Agent Level II license through the Insurance Council of Ontario or equivalent license in the individual’s province of residence, with the ability to obtain a British Columbia license
• CAIB, CIP, CRM or other insurance designations, considered an asset
• RIBO &/or other provincial licensing, considered a strong asset and may be required
• Post Secondary Degree, considered an asset
• Experience using EPIC broker management system, considered an asset

What’s in it for YOU?

• Fun! From team-building activities to contests and giveaways, holiday parties to virtual/in-person social events, we believe in building connections, knowing that a happy team makes a happy workplace!
• Career potential & leadership opportunities. We pride ourselves on training and mentoring for success.
• Competitive Employee Benefits Plan. We offer medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for your & your family.
• Work/Life Balance. Our offices operate 8:30am – 4:30pm, so no evenings or weekends. And we offer competitive vacation time and flex work options, meaning more time for you to get out and do YOU.

We’re excited to meet YOU!

Axis Insurance Managers Inc. is committed to fostering a culture of mutual respect and inclusion, recognizing that our success is enhanced by diversity. We seek to recruit, develop, and retain top talent from a diverse candidate pool.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Management, and Business Development

• Industries

  Insurance

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