Managing Partner (Full Time, Permanent) Brio Steinbach

Access Financial Services Inc.; Steinbach; On-site; CAD 83,000 - 105,000; Full time

Benefits offered by this job

Annual bonus

Health benefits

Pension plan

Education support

Career advancement

Job summary

Brio Insurance is seeking a Managing Partner in Manitoba to lead day-to-day branch operations, drive service excellence, and ensure profitable sales. You will mentor staff, set performance standards, and translate objectives into actionable goals while maintaining compliance.

Responsibilities include supervising teams, improving processes, and acting as a community ambassador. The role offers growth, education support, and a collaborative culture within a growing brokerage.

Qualifications

• Post-secondary degree or diploma in Business Administration or equivalent.
• Leadership with high emphasis on customer service quality.
• Ability to coach and develop employees.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities.
• Critical thinker who analyzes information to address issues.
• Innovative thinker open to new ideas and processes.
• Proven team player with flexibility and adaptability.
• Ability to manage changing priorities and follow policies.
• Advanced knowledge of risk management in insurance.
• Proficient computer skills.

Responsibilities

• Monitor branch activities to ensure quality service and efficient workflows.
• Mentor, coach and develop staff to meet objectives and service levels.
• Establish performance standards and initiate training or disciplinary steps if needed.
• Ensure effective teamwork and communication within the branch.
• Translate business objectives into actionable goals for branches and departments.
• Act as an ambassador for Brio Insurance in the community and drive opportunities.

Skills

Leadership

Customer service

Coaching

Communication

Organizational skills

Critical thinking

Innovative thinking

Team player

Adaptability

Risk management

Computer skills

Education

Post-secondary degree or diploma in Business Administration or equivalent

Job description

If you’re looking for an innovative, forward-thinking, and rewarding insurance career in Manitoba, look no further than Brio Insurance. Working for Brio Insurance means having fun, working with your friends, going above and beyond for your clients, and supporting your co-workers. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation including an annual bonus program, 100% company paid health benefits including a professional attire benefit, employer-matched pension plan, paid continuing education (including immersion courses), and career advancement opportunities within our brokerage. At Brio Insurance, our culture code is: Do good Be better Own it Move forward Create fun

The Managing Partner is responsible for day to day operations of the branch, leading and supervising a staff committed to service excellence and ensuring sales of products contribute positively to the profitability of the organization, while ensuring compliance with legislation, regulations, and policies.

Key Responsibilities and Accountabilities

• Monitor branch, and department activities to ensure that quality service is being provided and that work flows effectively and efficiently.
• Mentor, coach and develop staff to ensure objectives are achieved and clients receive a consistent level of quality, personalized service.
• Establish performance standards, evaluate performance and if necessary initiate further training and development or disciplinary procedures.
• Ensure effective teamwork and communication with the branch.
• Research and recommend changes to the branch operations that improve efficiency and/or service quality.
• Translate the annual business objectives into manageable goals for branch and departments.
• Act as an ambassador for Brio Insurance by being visible in the community and supporting community initiatives, soliciting business opportunities that add positively to the profitability of the credit union.
• Maintain a thorough knowledge of industry and competitive trends that affect business plans and encourage this knowledge in employees.
• Resolve complex problems and client complaints referred by staff or corporate office to ensure the needs of clients, staff and organization are met.
• Demonstrate commitment to the creation of a respectful workplace.
• Actively lead and participate in meetings, planning and training initiatives, sharing information and ideas that contribute to the organization’s goals and success Ensure appropriate internal control procedures are followed and reported on as required.
• Ensure the branch premises are maintained, providing a safe environment for employees and members.
• Monitor vacation within the branch to ensure optimal coverage is maintained.
• Review branch detailed financial statements monthly and control branch expenses through the application of internal checks and balances.
• Operate as the primary contact for clients, managing the relationship on behalf of the organization to ensure the clients’ needs are met and the relationship remains profitable.
• Work collaboratively with other team members to achieve organizational and department objectives.
• Maintain thorough knowledge of and adhere to organizational policies and procedures on risk management, confidentiality, security and fraud prevention.

Essential Qualifications

• Post-secondary degree or diploma in Business Administration or equivalent
• Leadership competency with high emphasis on quality of customer service
• Ability to develop employees in a coaching environment
• Excellent written and verbal communication skills
• Strong organizational and time management skills with demonstrated ability to complete assigned tasks in a timely and accurate manner
• Critical thinker who analyzes information and uses logic to address issues, problems and challenges
• Innovative thinker, open to new ideas, processes and applications
• Proven team player who is both flexible and adaptable
• Ability to work in an environment with multiple and changing priorities
• Ability to follow standardized policies and procedures
• Advanced knowledge of risk management within the insurance industry
• Proficient computer skills

Employee Sub-Type Regular Starting Salary $82,687.00 Salary Band $82,687.00 - $105,423.00 In most situations, candidates will be offered the starting salary for the position. In exceptional circumstances, and at the organization’s discretion, an offer may be made above the stated minimum based on factors such as the candidate’s qualifications, internal equity and external compensation factors. When underfilling a position, the salary offered may be in a lower salary band.

Working for Brio Insurance means having fun, working with your friends, going above and beyond for your clients, and supporting your co-workers. Simply put, our employees live by our culture code which is all about creating strong, lasting, and meaningful relationships with our clients and each other.

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