Personal Lines Team Lead - Insurance Brokerage

FSB GROUP LTD.; Vaughan; On-site; CAD 75,000 - 105,000; Full time

Benefits offered by this job

Paid vacation

Personal days

Growth opportunities

Supportive team environment

Business casual workplace

Company events

Job summary

FSB GROUP LTD. in Concord, Ontario, is seeking an experienced Personal Lines Team Lead to lead and coach a team in an on-site leadership role.

This position focuses on delivering exceptional client service, maintaining quality workflows, and driving business results in a collaborative, dynamic environment. You will mentor team members, optimize scheduling, manage escalations, and maintain compliance with underwriting guidelines.

Qualifications

• 5+ years of Personal Lines insurance experience
• 2+ years of leadership or people-management experience
• Strong Personal Lines technical knowledge and understanding of brokerage operations
• Proven experience coaching, mentoring and leading a team
• Strong client-service and relationship-building skills
• Exceptional verbal, written and interpersonal communication skills
• Excellent analytical and problem-solving abilities
• Ability to manage competing priorities in a fast-paced environment while maintaining accuracy and attention to detail
• Strong team player with a collaborative leadership style
• Power Broker experience is an asset

Responsibilities

• Lead, coach and mentor the Personal Lines team to deliver exceptional client service
• Foster a positive, collaborative and accountable team environment
• Provide regular feedback, guidance and support to encourage professional development; monitor workflow, service levels and quality to ensure client expectations are met
• Optimize team scheduling to meet client servicing needs
• Ensure documentation and transactions are processed accurately and within required timelines
• Handle and resolve escalations involving clients, insurers, underwriters and producers
• Build and maintain strong professional relationships with insurance companies and underwriters
• Analyze and resolve service and sales issues and follow up on escalated situations
• Identify opportunities to improve processes, workflow and the overall client experience
• Support the implementation of company initiatives and changes within the Personal Lines department
• Maintain current knowledge of company procedures, insurer requirements and underwriting guidelines
• Accept risks within established underwriting guidelines
• Conduct regular one-on-one meetings and identify opportunities for employee development and succession planning
• Lead by example and promote teamwork, accountability and continuous improvement

Skills

Personal Lines insurance

Leadership experience

Client service

Communication skills

Analytical skills

Team collaboration

Power Broker

Tools

Power Broker

Job description

FSB GROUP LTD. is a growing insurance brokerage committed to building strong relationships with our employees, clients and insurance partners. We believe in continuous learning, professional growth, and recognition of exceptional performance.

We are looking for an experienced Personal Lines Team Lead to join our team in an on-site leadership role in Concord, Ontario.

This is an excellent opportunity for an established Personal Lines insurance professional who is ready to take the next step in their career and lead, coach, and develop a team while helping deliver an exceptional client experience.

The Opportunity

As Personal Lines Team Lead, you will be a subject matter expert and hands-on leader responsible for supporting the Personal Lines team and ensuring strong service, quality, workflow and business results. You will play an important role in fostering a positive, collaborative team environment while providing coaching, guidance, and mentorship to team members.

What You’ll Do

• Lead, coach and mentor the Personal Lines team to deliver exceptional client service
• Foster a positive, collaborative and accountable team environment
• Provide regular feedback, guidance and support to encourage professional developmentMonitor workflow, service levels and quality to ensure client expectations are consistently met
• Optimize team scheduling to meet client servicing needs
• Ensure documentation and transactions are processed accurately and within required timelines
• Handle and resolve escalations involving clients, insurers, underwriters and producers
• Build and maintain strong professional relationships with insurance companies and underwriters
• Analyze and resolve service and sales issues and follow up on escalated situations
• Identify opportunities to improve processes, workflow and the overall client experience
• Support the implementation of company initiatives and changes within the Personal Lines department
• Maintain current knowledge of company procedures, insurer requirements and underwriting guidelines
• Accept risks within established underwriting guidelines
• Conduct regular one-on-one meetings and identify opportunities for employee development and succession planning
• Lead by example and promote teamwork, accountability and continuous improvement

What We’re Looking For

• 5+ years of Personal Lines insurance experience
• 2+ years of leadership or people-management experience, preferably within an insurance brokerage
• Strong Personal Lines technical knowledge and understanding of brokerage operations
• Proven experience coaching, mentoring and leading a team
• Strong client-service and relationship-building skills
• Exceptional verbal, written and interpersonal communication skills
• Excellent analytical and problem-solving abilities
• Ability to manage competing priorities in a fast-paced environment while maintaining accuracy and attention to detail
• Strong team player with a collaborative leadership style
• Power Broker experience is an asset

Why Join FSB GROUP LTD.?

At FSB, our culture is about people and relationships. We are committed to supporting our employees' needs and creating opportunities for growth and additional learning as we continue to expand.

We offer:

• Paid vacation and personal days
• Growth and advancement opportunities
• Supportive and collaborative team environment
• Business casual workplace
• Company events and community involvement
• Opportunity to join a respected and growing insurance brokerage

Equal Opportunity Employer

FSB GROUP LTD. is an equal opportunity employer and welcomes applications from all qualified individuals. Accommodations are available upon request throughout the recruitment process.

AI Disclosure Statement

FSB GROUP LTD. uses AI-enabled tools to support parts of the recruitment process, including resume screening and interview coordination. All hiring decisions undergo human review.