Personal Lines, Team Lead

Job summary

The Team Lead will manage daily branch operations, including training, coaching, and supporting the team to ensure high performance. They are also responsible for managing client sales, retention, and resolving concerns while maintaining compliance with industry regulations.

Job details

The Team Lead will manage daily branch operations, including training, coaching, and supporting the team to ensure high performance. They are also responsible for managing client sales, retention, and resolving concerns while maintaining compliance with industry regulations. Candidates must hold a Level 2 General Insurance License and possess strong leadership and sales abilities. At least 1 year of experience in an insurance sales environment is preferred, along with proficiency in Microsoft Office applications.

What you’ll do

The Team Lead will manage daily branch operations, including training, coaching, and supporting the team to ensure high performance. They are also responsible for managing client sales, retention, and resolving concerns while maintaining compliance with industry regulations.

Requirements

Candidates must hold a Level 2 General Insurance License and possess strong leadership and sales abilities. At least 1 year of experience in an insurance sales environment is preferred, along with proficiency in Microsoft Office applications.

Benefits

• Extended health benefits
• Disability insurance
• RRSP matching
• Paid-time-off
• Eligible bonuses
• Commissions

Listed skills

• Customer service · Preferred
• Training · Preferred
• Administrative Support · Preferred
• Leadership · Preferred
• Microsoft Excel · Preferred
• Coaching · Preferred
• Microsoft Word · Preferred
• Communication Skills · Preferred
• Conflict Resolution · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance sales
• Leadership
• Team management
• Coaching
• Training
• Client service
• Administrative support
• Communication skills
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Outlook
• Insurance product knowledge
• Sales drive
• Conflict resolution

Job areas

• Finance & Accounting
• Management & Leadership
• Sales
• Customer Service & Support
• Administrative

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