Intact Financial Corporation

Leader, PI Customer Experience

Intact Financial Corporation$87K — $106K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Post-secondary education required
  • 5-8 years of insurance industry experience, particularly in personal lines
  • At least 3 years of management experience
  • CIP or CAIB designation preferred
  • Proficient with Brokerage Management services and tools, preferably EPIC
  • Strong customer focus and communication skills
  • Ability to manage multiple priorities effectively

Responsibilities

  • Manage day-to-day operations of the Personal Insurance team
  • Achieve growth and profitability targets for your team
  • Implement strategies for commission revenue and policy counts
  • Collaborate with other managers to maintain service standards
  • Analyze and resolve customer service and sales issues
  • Motivate and inform staff about changes and objectives
  • Plan for succession in key team positions
  • Administer team operations including IT, payroll, and HR management
  • Provide coaching and facilitate development for team members
  • Support marketing initiatives and sales trade shows

Benefits

  • Flexible work arrangements
  • Multiple benefits for physical and mental well-being including wellness accounts
  • Employee Share Purchase Plan (ESPP) with matching contributions
  • Group RRSP with company matching
  • Annual incentive plan with a target payout of 12% based on performance
Full Job Description
Pay at BrokerLink is about much more than just salary.

- Flexible work arrangements

- Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more

- Share plan & other savings

Salary range (but not limited to):
87,200 - 106,600

Incentive plan
Annual bonus: 12% target, based on the base salary, with a potential payout of up to 200% (subject to personal and company performance)

As part of our commitment to Win As A Team, we share our success with employees through our incentive programs and Employee Share Purchase Plan (ESPP) - with BrokerLink matching a portion of your contributions.

Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers.

Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location etc. The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well.

About the role

We are looking for a Mandarin and/or Cantonese speaking Customer Experience Leader, Personal Insurance to join our growing team! This position is for New World Insurance.

The ideal candidate has sales experience and a proven record of making things happen. We are looking for someone who can motivate the front lines and encourage the team to learn, evolve and grow. You are someone who loves 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.

What you'll do here:
  • Responsible for all day-to-day team management.
  • 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 the marketing and/or advertising initiatives and sales trade shows for your respective teams.


What you bring to the table:
  • Post-secondary education
  • 5-8 years or more insurance industry experience, with extensive personal lines experience
  • Minimum 3 years management experience
  • CIP or CAIB designation preferred
  • Knowledge of Brokerage Management services and tools (EPIC).
  • Strong customer focus; understand the needs of the customer (internal and external); possess strong communication and people skills.
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
This role is a new member of our growing 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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