Intact Financial Corporation

Leader, PI Customer Experience

Intact Financial Corporation$83K — $102K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Post-secondary education
  • 5-8 years of insurance industry experience with extensive personal lines expertise
  • Minimum 3 years of management experience
  • CIP, CRM, or CAIB designation preferred
  • Familiarity with Brokerage Management services and tools (TAM, SAVERS)
  • Strong customer focus with exceptional communication and interpersonal skills
  • Proven ability to manage multiple priorities effectively

Responsibilities

  • Manage day-to-day team operations and staff performance
  • Drive the Personal Insurance operations to meet growth and profitability goals
  • Set and track Personal Insurance performance objectives related to revenue and quality
  • Implement strategies to achieve company goals and maintain service standards
  • Collaborate to resolve quality and customer service issues
  • Lead staffing and team development initiatives
  • Oversee general administration including IT and HR management
  • Coach and support team members for continuous improvement

Benefits

  • Flexible work arrangements
  • Comprehensive wellness benefits including a wellness account
  • Employee Share Purchase Plan with matched contributions
  • Group RRSP with company matching
  • Incentive plan with an annual bonus potential of up to 200% 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):
83,700 - 102,300

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 Customer Experience Leader, Personal Insurance to join our growing team!

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 in the branch 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 Customer Experience Leaders 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 the branch.


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, CRM or CAIB designation preferred
  • Knowledge of Brokerage Management services and tools (TAM, SAVERS).
  • 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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