Team Lead, Renewals (Remote First)

Zensurance; Toronto; Remote; CAD 75,000 - 100,000; Full time

Job summary

A leading insurance company seeks a Team Lead for its Renewals Enhancement team. This role involves mentoring brokers, managing client escalations, and creating an inspiring team environment to drive client retention and satisfaction. Ideal candidates will have commercial lines experience, a RIBO license, and strong leadership skills.

Qualifications

• 3+ years of commercial lines experience or 5+ years of insurance experience.
• 1+ year of people management experience.
• Excellent written and verbal communication skills.

Responsibilities

• Lead a team of Commercial Renewals Brokers.
• Manage individual performance goals and coaching.
• Perform monthly audits to ensure quality standards.

Skills

Leadership

Communication

Client Care

Coaching

Attention to Detail

Education

RIBO License

CAIB Designation

CIP Designation

Job description

We are looking for a Team Lead to join our Renewals Enhancement team to . This is an excellent opportunity to showcase your people leadership ability and retention skills to further Zensurance’s growth.

Reporting the Practice Leader of Renewals , you will be required to mentor and coach a team of Commercial Renewals Brokers in providing sales and service to our existing clients with the goal of retention on renewal. You will be managing a large variety of commercial risks and policies that service small businesses all across Canada. Sales skills and client care are at the core of this position, seeking every opportunity to nurture your team members to deliver results.

Responsibilities:

• Leadership
• Develop a deep understanding of company goals and initiatives, cascade down to the team and individual level.
• Set team objectives, oversee team's day-to-day activities ensuring all talks are completed within Service Level Agreements and goals are met.
• Manage individual performance goals-setting. Create impactful performance plans. Provide motivation, coaching, training and developmental opportunities to team members to ensure they perform to required standards and achieve agreed upon objectives.
• Create an inspiring team environment with an open communication culture.
• Perform monthly audits to ensure team quality standards are met and exceeded, provide just-in-time coaching on the identified performance gaps.
• Identify training needs, assist with facilitating training sessions and implementing procedures, provide new hires onboarding as well as continuous team learning sessions with existing team members.
• Perform regular 1:1 meetings with direct reports along with productive weekly team meetings, to elevate high performance.
• Manage and oversee all client escalations with integrity and professionalism.
• Champion internal process optimization to improve efficiencies and remove manual hurdles across the team.
• Manage team’s staffing plans, ensure adequate resource coverage.
• Establish relationships within the Sales leadership team. Communicate updates to the team and provide feedback to management.
• Other duties as assigned.
• Operations:
• Handle renewal insurance leads provided to you by Zensurance.
• Assess the needs of potential clients to advise on coverage requirements.
• Advocate for internal process improvements to create efficiencies to remove manual hurdles across the team.
• Map out and make improvements to the customer journey to elevate customer satisfaction as measured through our Net Promoter Score.
• Identify and coach staff to create cross-sell opportunities.
• Other duties as assigned.

Requirements:

• RIBO license required.
• 3+ years of commercial lines experience or 5+ years of insurance experience.
• 1+ year of people management experience.
• Persistence and agility to meet set targets consistently.
• Excellent written and verbal communication skills.
• Attention to detail and demonstrated flexibility in managing multiple clients at a time.
• CAIB and CIP designations are assets.