Team Lead, Commercial Insurance - Ottawa, Canada - Smith Petrie Carr & Scott

Description

We staff and hire the very best. People who are professional, experienced, and genuinely focused on not just meeting, but exceeding the needs of our customers.

We have a lot of fun, and we are committed to being an employer of choice by offering employee benefits, on-site insurance education and a vibrant corporate culture.

SPCS is also proud to be a part of the Rogers Insurance family.

Rogers Insurance is employee-owned and Canada's most award-winning brokerage; named one of Alberta's Top Employers and one of Canada's Top Small & Medium employers for 2023.

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Team Lead, Commerical Insurance

The
Team Lead, Commercial Insurance is responsible for coordinating and guiding a team of commercial insurance brokers, service team members, and administrative team members.

You are dedicated to ensuring your team meets and exceeds goals and targets by acting as a motivator, supervisor, and mentor on a daily basis.

This role is a hands-on position to proactively ensure smooth team operations, engagement and effective collaboration.


Job Duties include but not limited to:

• Provides guidance and feedback regarding performance as well as facilitating continuous learning and development of the Commercial Insurance team
• Responsible for managing a book of business including but not limited to:
• Compiling renewal information, negotiating renewal terms and preparing all other aspects of renewals
• Comparing quote options for multiple carriers and presents coverage comparison as needed
• Ensuring renewals are completed 60 days in advance
• Reviewing policies to identify coverage gaps, makes recommendations based on clients' operations, exposures and need
• Maintaining appropriate and clear documentation in agency management systems including policy details, activities and attachments, spreadsheets
• Assisting in negotiating renewal terms & developing growth
• Clearly understanding how their actions can positively or negatively affect relationship with our customers, carriers and coworkers
• Participating in ongoing scheduled meetings with team to discuss accounts, renewals and day to day service needs and opportunities
• Monitors team performance, facilitate conflict discussions, and leads monthly team meetings
• Participates in the recruiting and hiring of new employees and oversees the training program and onboarding of new employees
• Proactively develops solutions to meet client demands
• Communicates corporate goals and sales targets
• Promotes an inspiring team environment with an open communications culture
• Communicates with company representatives on new products, training, sales targets and service standards
• Evaluates and improves internal service workflows
• Develops internal procedures to meet client care requirements
• Supports and assists in the company marketing and sales strategies
• Prepares regular reports for senior executive new sales, retention, production etc.
• Provides assistance with various ongoing and adhoc business projects
• Other duties and responsibilities as assigned

Location & Status

• Ottawa, ON
• Full Time, Permanent, minimum 4 days per week in office

Qualifications

• 57 years of related experience in insurance industry with extensive Commercial Lines experience
• Experience managing a team and demonstrated effective handling of employee issues and performance is considered an asset
• Postsecondary education an asset
• RIBO Insurance License
• CAIB or CIP designation, or working towards is considered an asset

Values & Competencies

• Ability to make quick confident decisions
• Strong commitment to develop others
• High degree of professionalism and integrity
• Superior communication skills
• Committed to excellence in customer service and builds strong relationships at all levels
• Skilled user of the Microsoft Office Suite of products
• Familiar with insurance customer relationship software
• Demonstrated accountability and reliability in the quality and timeliness of work
• Demonstrated ability to handle multiple priorities successfully
• Flexible and adaptable with proven problemsolving skills
• Strong work ethic and ability to work within a team environment
• Critical thinker with attention to detail
• Smith Petrie Carr & Scott is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply._
• Please be advised Rogers Insurance Ltd. and CapriCMW have merged to become Acera Insurance Services Ltd. Smith Petrie Carr & Scott Insurance Brokers., as part of the Rogers Insurance Group of Companies, will also transition to become Acera Insurance. Over the next few months, you will note that our documentation will be changing to reflect our new company name. Thank you for your patience during this transition._

Job Types:
Full-time, Permanent


Benefits:

• Casual dress
• Dental care
• Extended health care
• Paid time off
• Vision care

Schedule:

• Day shift

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