Personal Lines, Team Lead

HUB International; Surrey; On-site; CAD 50,000 - 65,000; Full time

Benefits offered by this job

Extended health benefits

RRSP matching

Paid time off

Job summary

HUB International is seeking an experienced Insurance Team Lead to mentor a branch team and oversee client services across all insurance needs. The role includes training, coaching, and assisting with administrative duties to ensure smooth daily operations.

The position emphasizes leadership, sales drive, and strong product knowledge, with a focus on delivering high-quality service to clients while maintaining confidentiality and regulatory compliance.

Qualifications

• Has a Level 2 General Insurance License.
• 1 year of experience in Insurance sales preferred; all relevant experience considered.
• Demonstrated ability to provide exceptional client service and leadership.

Responsibilities

• Collaborate with Branch Leadership to develop a high-performing, engaged team.
• Manage renewal lists, AR reports, activity reports, and production reports.
• Provide feedback for performance reviews and support scheduling to maximize resources.
• Ensure compliance with all Habitational Insurance Carriers and Privacy Act rules.
• Lead new business sales, retention, and service needs while balancing Advisor and Team Lead duties.
• Guide the team by example and delegate tasks as needed.

Skills

General Insurance License

Insurance sales

Leadership

Customer service

Product knowledge

MS Office

Communication

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Who We Are

We are BC’s largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people. Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion.

What We’re Looking For

Are you an experienced Insurance Advisor looking to grow their career into leadership? If you’re a self-motivated and sales-driven individual seeking work-life balance and a team-oriented culture – YOU can be our next Team Lead.

Position Summary

The successful candidate will be responsible for serving clients in all of their insurance needs, in addition to, supporting the team in the day to day operations of the branch, training, coaching, and assisting with administrative duties when needed.

The successful candidate will be responsible for serving clients in all of their insurance needs, in addition to, supporting the team in the day to day operations of the branch, training, coaching, and assisting with administrative duties when needed.

Responsibilities

In collaboration with the Branch Leadership team, work towards the development of a high performing and engaged team Manage and distribute renewal lists, AR reports, Activity reports, and production reports. Provide feedback to the manager for team members performance reviews Maximize resources through effective scheduling Ensure compliance with all Habitational Insurance Carriers, and Privacy Act rules and regulations Support the continuous improvement, organization and efficiency of the branch Maintain strict confidentiality in regard to all corporate and employee issues Manage new business sales, retention and service needs of clients, balancing Insurance Advisor and Team Lead duties as appropriate Handle and resolve client and dealership concerns in a positive proactive fashion Ensure employees are connected to Hub in the bigger picture and understand the mission, values and goals of Hub Stay current on education and training courses available and continue to develop your skills Provide guidance to the team and lead by example Delegate tasks as appropriate Other duties and responsibilities as needed

Skills, Characteristics & Qualifications

• Level 2 General Insurance License
• 1 year experience in the Insurance sales environment preferred, but will take all skills, abilities and experience into consideration
• Demonstrated abilities in providing exceptional client service
• Demonstrated leadership and teamwork abilities
• Excellent Insurance Product knowledge
• Sales drive and initiative
• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook
• Strong communication skills

The expected salary range for this position is $50,000 to $65,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Our Culture Starts with You

We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business We want you to be INNOVATIVE and open to sharing your ideas You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues. You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER You work with a high degree of INTEGRITY and ACCOUNTABILITY

To find associated positions at our HUB simply search myHUBbc as a keyword in our careers page!

Department Accounting & Finance

Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required

Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.