Director of Operations
About the role
Established in 2005, BrokerTeam Insurance offers personal and commercial insurance products. Our Head Office is located in Richmond Hill, with six branches in Aurora, Markham, North York, Thornhill, Milton and Ottawa. We provide services in a multitude of languages including English, Mandarin, Cantonese, Farsi, and Korean. BrokerTeam is the IBAO’s “Brokerage of the Year” winner in 2017 and Richmond Hill Board of Trade’s “Business Achievement Award—Professional Services” winner in 2018. Beyond customer service, BrokerTeam prioritizes employee development and corporate social responsibility.
BrokerTeam Insurance Solutions Inc. currently has the following position open:
Title: DIRECTOR OF OPERATIONS
Reports to: President & Principal Broker
Summary: The primary function of this position is to oversee and manage all aspects of the Personal Insurance and the Business Insurance departments; with a focus on improving internal processes, and providing prompt, accurate and professional assistance to our sales team in their effort to promote customer satisfaction and retention.
Primary Responsibilities:
- Manage the Personal Insurance and Business Insurance teams of employees including training, motivation, development, performance appraisal, attaining and tracking the goals and key performance indicators, weekly time keeping, and performance reviews & salary recommendation.
- Develop and monitor departmental budget.
- Provide technical knowledge and expertise to producers and company personnel, specifically in analyzing clients’ needs and recommending appropriate coverage. This may include development and education of staff and, as appropriate, producers.
- Develop and maintain strong relationships with partnered insurance carriers.
- Develop, manage, and execute the personal lines underwriting strategy.
- Quality and service standards, including process and workflow improvement.
- Acts as liaison between producers and insurance carriers to resolve escalated complex issues that may require policy interpretation and experience based judgment to resolve.
- Document and resolve escalated client complaints, problems and concerns.
- Assist to resolve claim related issues as necessary
- Participate in setting new business targets and retention goals
Personal & Organizational
Development:
- Engage with the industry at large by attending or otherwise taking part in industry events.
- Keeps informed regarding industry information, new producer information, legislation, coverages and technology to continuously improve knowledge and performance.
- Interacts with others effectively by utilizing good communication skills, and providing information and guidance as needed to achieve the business goals of the company.
Personal Attributes:
- Good working knowledge of personal and business insurance, rating, and underwriting guidelines.
- Dedicated to continuous improvement of self and team.
- Strong leadership, organizational and time management skills
- Attention to detail and commitment to high performance standards.
- Ability to make decisions in accordance with established guidelines and processes.
- Ability to creatively and proactively problem-solve, including the handling of difficult behavior or conflict and bring it to a timely resolution.
- Motivated to continually develop technical and soft skills.
About BrokerTeam Insurance Solutions Inc.
We are an independent, multilingual insurance brokerage in Ontario that provides car, home, business, travel and life insurance. We started BrokerTeam in 2006 to meet the needs of the Chinese and Korean communities, and have expanded well beyond these communities since. Our insurance experts can serve you in English, Mandarin, Cantonese, Korean, Farsi and many other languages.
Director of Operations
About the role
Established in 2005, BrokerTeam Insurance offers personal and commercial insurance products. Our Head Office is located in Richmond Hill, with six branches in Aurora, Markham, North York, Thornhill, Milton and Ottawa. We provide services in a multitude of languages including English, Mandarin, Cantonese, Farsi, and Korean. BrokerTeam is the IBAO’s “Brokerage of the Year” winner in 2017 and Richmond Hill Board of Trade’s “Business Achievement Award—Professional Services” winner in 2018. Beyond customer service, BrokerTeam prioritizes employee development and corporate social responsibility.
BrokerTeam Insurance Solutions Inc. currently has the following position open:
Title: DIRECTOR OF OPERATIONS
Reports to: President & Principal Broker
Summary: The primary function of this position is to oversee and manage all aspects of the Personal Insurance and the Business Insurance departments; with a focus on improving internal processes, and providing prompt, accurate and professional assistance to our sales team in their effort to promote customer satisfaction and retention.
Primary Responsibilities:
- Manage the Personal Insurance and Business Insurance teams of employees including training, motivation, development, performance appraisal, attaining and tracking the goals and key performance indicators, weekly time keeping, and performance reviews & salary recommendation.
- Develop and monitor departmental budget.
- Provide technical knowledge and expertise to producers and company personnel, specifically in analyzing clients’ needs and recommending appropriate coverage. This may include development and education of staff and, as appropriate, producers.
- Develop and maintain strong relationships with partnered insurance carriers.
- Develop, manage, and execute the personal lines underwriting strategy.
- Quality and service standards, including process and workflow improvement.
- Acts as liaison between producers and insurance carriers to resolve escalated complex issues that may require policy interpretation and experience based judgment to resolve.
- Document and resolve escalated client complaints, problems and concerns.
- Assist to resolve claim related issues as necessary
- Participate in setting new business targets and retention goals
Personal & Organizational
Development:
- Engage with the industry at large by attending or otherwise taking part in industry events.
- Keeps informed regarding industry information, new producer information, legislation, coverages and technology to continuously improve knowledge and performance.
- Interacts with others effectively by utilizing good communication skills, and providing information and guidance as needed to achieve the business goals of the company.
Personal Attributes:
- Good working knowledge of personal and business insurance, rating, and underwriting guidelines.
- Dedicated to continuous improvement of self and team.
- Strong leadership, organizational and time management skills
- Attention to detail and commitment to high performance standards.
- Ability to make decisions in accordance with established guidelines and processes.
- Ability to creatively and proactively problem-solve, including the handling of difficult behavior or conflict and bring it to a timely resolution.
- Motivated to continually develop technical and soft skills.
About BrokerTeam Insurance Solutions Inc.
We are an independent, multilingual insurance brokerage in Ontario that provides car, home, business, travel and life insurance. We started BrokerTeam in 2006 to meet the needs of the Chinese and Korean communities, and have expanded well beyond these communities since. Our insurance experts can serve you in English, Mandarin, Cantonese, Korean, Farsi and many other languages.