Branch Operations Manager

Description

At Southampton Group of Companies, we're not just merging companies; we're fusing expertise, innovation, and a relentless commitment to excellence. Our purpose is clear: to disrupt the insurance landscape in Canada. As we assemble a team of industry heavyweights, our goal is to make this vision a reality. In our collaborative, fast-paced, and agile environment, we strongly believe in empowering every member of our team to take ownership of their role. Together, we're dedicated to building a best-in-class experience for our customers.

Responsibilities

• Team Management and Development: Lead a team of insurance professionals, focusing on performance management, recruitment, onboarding, and daily administration. Foster a collaborative, cohesive work environment.

• Operational Oversight: Supervise brokerage operations and insurance sales processes, identifying areas for improvement and handling complex client issues.

• Sales and Tracking Processes: Establish structured sales and tracking processes, especially for Letters of Brokerage (LOB), while ensuring data accuracy within the EPIC system.

• Commission and Compliance: Manage user roles, permissions, and commission processes in EPIC, focusing on compliance, accurate payouts, and timely accounts receivable collections.

• Communication and KPI Tracking: Act as the main contact for brokers and markets, lead team meetings, gather feedback, and monitor critical performance indicators.

• Reporting: Provide key reports, including accurate monthly commission calculations for brokers.

• Governance and Compliance: Uphold high standards of governance and compliance, supporting audit processes and overseeing sales operations.

• Strategic Planning: Participate in annual business planning, develop strategic initiatives, set financial targets, and distribute goals to the team.

• Client Relationship Management: Build and maintain strong client relationships by understanding their needs, conducting thorough insurance assessments, and providing exceptional service.

• Policy Administration: Manage policy endorsements, renewals, and adjustments, ensuring compliance and accuracy.

• Claims Assistance: Assist clients throughout the claims process, acting as a supportive contact and guiding them effectively.

• Industry Knowledge: Stay updated on insurance products, industry trends, and regulations to offer informed advice to clients.

• Sales Growth: Identify opportunities for upselling or cross-selling relevant products to enhance customer satisfaction and revenue.

• Record-Keeping: Maintain organized client files, ensuring all interactions and transactions are documented per company policies.

Qualifications

• Post-secondary education and/or equivalent on the job experience

• 3+ years’ experience in the insurance industry, including both personal and commercial insurances

• Must have your General Insurance Broker License Level 2 (Preferably Level 3) in British Columbia. An equivalent Alberta license is also preferred.

• Strong understanding of insurance products, regulations and best practices.

• Exceptional customer service skills with a genuine passion for helping others and providing personalized insurance solutions tailored to our clients.

• Excellent verbal and written communication skills

• Detail-oriented and adept at managing multiple tasks simultaneously, ensuring accuracy and meeting deadlines in a fast-paced environment.

• A collaborative mindset, working effectively within a team to achieve shared goals while fostering a positive and supportive work culture.

• Proficiency with computer applications including EPIC (Broker Management System).

Job Type: Full-time

Flexible language requirement:

• French not required

Schedule:

• Monday to Friday

Application question(s):

• Do you have a Level 2 British Columbia Insurance Broker license?
• Do you have a Level 3 British Columbia Insurance Broker license?
• Do you have an Alberta Insurance Broker license?
• Do you have 3 years+ experience managing an insurance brokerage handling both commercial and personal lines of insurance?

Work Location: Hybrid remote in Vancouver, BC V6B 2S2

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