Welcome To Ives Insurance - Applying For The Personal Lines Team Leader Position

 

Reports To: Personal Lines Manager

Locations: Leamington, ON and LaSalle, ON

Job Summary:

The Personal Lines Team Leader is responsible for developing and supporting their employees and overseeing the day-to-day and overall performance of their team, as well as coordinating the activities of their team with other team leaders/offices to ensure that all goals are met to the internal standards set by the brokerage. With management, the Team Leader will participate in discussions with brokers & other departments designed to maximize efficiency while maintaining a positive work environment and fostering an effortless client experience. The TL will lead by example by being responsible for handling personal lines account management.

Duties/Responsibilities:

• Respond to broker, insurer, and client inquiries
• Support staff by identifying strengths and developmental needs through active monitoring & coaching sessions to assist brokers in reaching their full potential, creating individualized performance plans as needed.
• Act as a technical and workflow resource for the team by maintaining a working knowledge of all applicable systems and internal workflows.
• Handle and document the outcome of escalations and use the situation as a developmental and coaching opportunity to avoid similar future occurrences.
• Evaluate performance results, provide feedback to team, leaders, and manager, and participate in strategic planning to attain goals & objectives of brokerage.
• Assist with staff scheduling and time management system to ensure internal brokerage and client expectations and policies are met.
• Work as part of team across various offices
•  Keep current on rates, forms, coverage changes through bulletins, trade publications and seminars
• Participate in extracurricular team building activities which may occur outside of office hours.
•  Comply with both regulatory and internal guidelines
• Represent Ives Insurance at brokerage, community and insurance company functions
• Maintain professional level of confidentiality and high standards of business ethics
• Comply with RIBO requirements for continuing education
• Perform other duties deemed necessary by management

 Qualifications/Experience:

• RIBO license required, CSIP or equivalent designation an asset
• Excellent interpersonal and communication skills
• Excellent organizational, time-management, and problem solving skills
• Insurance management or senior broker/peer coach experience an asset
• Ability to work independently and as a team, always leading by example.
• Ability to delegate as necessary to complete goals in a timely manner.
• Professional demeanor and appearance
• Proficient in MS Word, Outlook and BMS

 Working Conditions:

• Considerable use of electronic media required
• Use of personal vehicle for occasional local travel required
• Use of personal vehicle for occasional overnight travel required
• Ability to work in an office setting, sitting at a personal desk for long periods using a company issued computer and phone with opportunities to move about the office when needed.

 

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