Personal Lines Team Lead

Oracle RMS; Vaughan; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Company events

Dental care

Disability insurance

Extended health care

Life insurance

On-site gym

Paid time off

Job summary

Oracle RMS, a leading Ontario-based insurance broker with 40 offices and 400+ professionals, seeks a senior leader to guide a 20+ account management team across remote, hybrid and in-office settings. The role emphasizes strong leadership, client service, and regulatory adherence.

Applicants should have 3+ years in Personal Lines Insurance, along with licenses such as RIBO/CIP/CAIB as assets. Salary range reflects Ontario market; chances for growth and professional development are highlighted.

Qualifications

• 3+ years’ experience with Personal Lines Insurance.
• Leadership experience is an asset.
• Strong customer service and communication skills.

Responsibilities

• Provide effective leadership by keeping your team informed on changes and performance.
• Evaluate staff performance and prepare formal Performance Reviews.
• Conduct monthly one-to-one meetings to discuss performance.
• Lead regular team meetings to discuss changes and notes.
• Oversee a team of 20+ Account Managers with remote/hybrid/in-office schedules.
• Ensure adherence to carrier guidelines and Oracle RMS procedures.
• Train new hires and monitor performance.

Skills

Leadership

Customer service

Communication

Teamwork

Organizational skills

Tools

Power Broker

Acturis

Applied Rating (Compu-Quote)

Job description

Are you ready to take your career to the next level? At Oracle RMS, we’re an award-winning insurance brokerage with exciting opportunities across our expanding team.

Oracle RMS serves clients across Ontario with 40 offices and over 400 dedicated professionals. We recently became an Abry Partners portfolio company. With the Abry partnership, Oracle RMS has the strategic support to execute on an ambitious growth plan — creating exciting opportunities for our employees.

We’re proud to be Great Place to Work® Certified, ranking #13 in Canada. Our commitment to people and culture has earned us recognition as a Best Workplace for Women, Young Talent, Financial Services & Insurance, Professional Development and more.

At Oracle RMS, we hold an unwavering commitment to our clients, ensuring your needs are exceeded at every turn. Our dedication goes beyond mere professionalism; it's rooted in genuine care and concern for your well-being. We strive to cultivate relationships built on trust and integrity, where your success and security are our utmost priorities.

Employment Type

Full-Time Permanent

Salary Range

$85,000 - $110,000

Responsibilities

Provide effective leadership by continuously keeping your team informed on changes/results and share accountability for the overall performance, productivity and engagement.

Evaluate staff performance and prepare formal Performance Reviews.

Perform quality reviews on team members to record staff development.

Perform monthly individual team member one-to-one meetings to discuss performance, etc.

Perform Team Meetings on a regular basis to discuss changes, high-level team notes, etc.

Develop respectful and successful working relationships with our staff and branches.

Work with management on technical and administrative issues.

Ensure adherence to Ensure adherence to insurance carrier and Oracle RMS guidelines and procedures.

Train new hires and oversee performance and provide assistance

Overseeing a team of 20+ Account Managers of varying skill level. Account Managers work schedules range from remote / hybrid/ in-office.

Requirements

Having a Registered Insurance Brokers of Ontario license (RIBO), CIP or CAIB certification is an asset

Sound knowledge of the insurance industry, policies and products

3+ years’ experience with Personal Lines Insurance experience

Prior leadership role experience is an asset

Excellent Customer Service, Communication and Computer skills with Microsoft Office experience.

Ability to work as a team and work well under pressure

Superior organizational, verbal and written communication skills

Knowledge of Power Broker, Acturis and Applied Rating (Compu-Quote) is an asset

Must be able to work from Concord office 5 days a week

License/Certification:

• RIBO License
• Company events
• Dental care
• Disability insurance
• Extended health care
• Life insurance
• On-site gym
• Paid time off

Salary will be commensurate with experience. We thank all applicants but only those being considered will be contacted.

Oracle RMS is an equal opportunity employer, we welcome applications from qualified individuals from all backgrounds. Persons who require accommodation during the recruitment process may indicate so on their application.