Intact Financial Corporation

Customer Experience Leader, Personal Insurance

Intact Financial Corporation$82K — $101K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Valid RIBO or OTL license required; insurance designation preferred (CAIB, CIP, FCIP, AIIC)
  • Strong knowledge of P&C insurance with personal lines sales experience
  • Leadership and people management experience
  • Demonstrated sales acumen with a focus on coaching
  • Proven capability in change management and communication
  • Strong customer focus and responsiveness to needs
  • Excellent communication and interpersonal skills
  • Exceptional organizational skills and ability to manage multiple priorities
  • Knowledge of Brokerage Management Systems (EPIC) is an asset

Responsibilities

  • Manage Personal Insurance operations to achieve growth and profitability targets
  • Implement and monitor objectives related to revenue, policy count, and expenses
  • Communicate and monitor strategies to meet goals
  • Collaborate with other managers to ensure quality of services and sales
  • Analyze and resolve customer service and sales issues to support Customer Value Proposition
  • Lead staffing and motivation of the team towards company objectives
  • Develop succession planning for key positions
  • Oversee general administration, including IT, payroll, and HR changes
  • Provide ongoing coaching and facilitate continuous learning of team members
  • Participate in community marketing and sales initiatives

Benefits

  • Opportunity to lead and inspire teams in a community-focused environment
  • Access to professional development and continuous learning opportunities
  • Involvement in regional initiatives to support community engagement
  • Collaborative work culture emphasizing teamwork and growth
  • A dynamic role impacting both operations and customer experience
Full Job Description
About the role

We are looking for a Customer Experience Leader, Personal Insurance to join our BrokerLink team!

The ideal candidate has sales experience and a proven track record of getting results. We're looking for someone who can motivate front-line teams and encourage them to learn, evolve, and grow. You enjoy working with others to get things done-collaboration is your middle name! Most importantly, you understand that insurance isn't about things. It's about people.

If you're passionate about helping others and are community-focused, this might be the perfect fit.

This role oversees our Barrys Bay and Eganville (ON) teams. Regional travel is required, as needed.

What you'll do here:
  • Manage the Personal Insurance operations for your respective team to achieve growth and profitability targets.
  • Implement and monitor Personal Insurance objectives with respect to commission revenue, policy count, accounts receivable and quality of the books of business and expenses.
  • Communicate, implement, and monitor strategies to ensure goals and objectives are attained.
  • Work with other Personal Insurance Manager's and your Regional Leader to ensure the quality of services and sales meets expected standards.
  • Collaboratively analyze and resolve quality and customer service and sales problems to deliver on our Customer Value Proposition.
  • Accountable for overall staffing and leadership of the team - motivate staff to participate in company objectives as well as continuously keeping front-line staff informed of changes or new directions.
  • Develop succession planning for all key positions.
  • Responsible for the general administration of the team, including but not limited to IT, payroll and human resource changes and management.
  • Provide ongoing coaching, guidance and feedback regarding performance as well as facilitating continuous learning and development of direct reports.
  • Support and actively participate in community marketing and/or advertising initiatives and sales trade shows for your respective teams.


What you bring to the table:
  • A valid RIBO or OTL license is required; an insurance designation (CAIB, CIP, FCIP, or AIIC) is preferred.
  • Strong knowledge of the P&C insurance industry, with personal lines sales experience.
  • Leadership and people management experience.
  • Demonstrated sales acumen, with the ability to coach and develop others.
  • Proven change management capability-able to lead teams through change, drive adoption of new processes/tools, and communicate effectively to ensure smooth transitions.
  • Strong customer focus; able to understand and respond to customer needs (internal and external).
  • Excellent communication and interpersonal skills.
  • Strong ability to manage multiple priorities; exceptional organizational skills.
  • Knowledge of Brokerage Management Systems and tools (EPIC) is an asset.


#LI-Onsite

This position will fill an essential role in our team.

About Intact Financial Corporation

Intact Financial Corporation is a Canadian insurance company that provides property and casualty insurance to individuals and businesses. The company operates in Canada and the United States and offers a range of insurance products, including auto, home, and commercial insurance. Intact Financial Corporation was founded in 1809 and is headquartered in Toronto, Canada.
Learn more about Intact Financial Corporation
Size
16,000 employees
Industry

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