Branch Manager

David Aplin Group

$80K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 5 years experience in Personal Lines insurance brokerage.
  • At least 3 years of management experience in the insurance industry.
  • Strong leadership skills to manage and motivate staff.
  • Proven track record of overseeing a book of business and driving growth.
  • Level 2 license or higher required.
  • Excellent communication and team-building abilities.
  • Strong organizational skills with a proactive mindset.

Responsibilities

  • Oversee daily operations of the Kelowna branch, managing a team of 10-12 employees.
  • Lead by example to create a collaborative and client-focused environment.
  • Manage a diverse book of Personal Lines and Auto insurance, focusing on growth and satisfaction.
  • Coordinate with team members in Commercial Lines to support office functions.
  • Work with current management to ensure smooth operations and transition planning.
  • Drive new business development to enhance the office's profitability.

Benefits

  • Comprehensive health benefits coverage.
  • Optional path to ownership, with opportunities to buy into the business over time.
Full Job Description
Join a thriving insurance brokerage in Kelowna that offers a unique leadership opportunity with future ownership potential!

Our client, a well-established and highly profitable agencyis seeking an experienced Branch Manager to lead and grow their Kelowna office. This role is perfect for a leader ready to make a significant impact, manage a talented team, and contribute to the growth of the office.

The branch has a dedicated team of Personal Line Advisors and Commercial Line Advisors. And you will be primarily managing on the Personal Line side.
What You'll Be Doing
  • Oversee daily operations of the Kelowna branch, including managing a team of 10-12 employees.
  • Lead by example to foster a collaborative, productive, and client-focused environment.
  • Manage a diverse book of Personal Lines (PL) and Auto insurance, with a focus on growth and client satisfaction.
  • Coordinate with team members handling Commercial Lines and support various office functions.
  • Work closely with the current management to ensure smooth operations and transition planning.
  • Drive new business development and contribute to the office's continued profitability.
Required Skills & Qualifications
  • Minimum of 5 years experience in Personal Lines (PL) insurance brokerage.
  • At least 3years management experience within the insurance industry, leading teams and operations.
  • Strong leadership skills with the ability to manage, motivate, and develop staff.
  • Proven ability to oversee a book of business and drive growth.
  • Level 2 license or higher
  • Excellent communication and team-building skills.
  • Strong organizational skills and a proactive mindset.
Benefits
  • Competitive salary of $80,000 to $100,000 plus opportunity to own your book of business
  • Comprehensive health benefits coverage
  • *Optional - Prepare for succession by gradually stepping into ownership, with the opportunity to buy into the business over the years.
If you're ready to step into a pivotal role with growth potential, lead a talented team, and make a lasting impact in a high-performing office, this is your moment!

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