Team Leader, Commercial Client Experience, Real Estate

Acera Insurance

$90K — $115K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Level 2 BC General Insurance License required.
  • At least 2 years of experience with commercial accounts.
  • Proficient in Microsoft Office, particularly Excel.
  • Strong leadership abilities and focus on continuous improvement.
  • Excellent customer service and conflict resolution skills.
  • Knowledge of insurance products and policy wordings is essential.
  • Strong organizational skills with adaptability to change.

Responsibilities

  • Foster a collaborative and positive work environment.
  • Support continuous learning for team members.
  • Organize onboarding and career development for staff.
  • Collaborate with leadership to provide team support.
  • Assist in recruitment and workforce planning.
  • Motivate team through performance management initiatives.
  • Manage workflows and coordinate with other departments.

Benefits

  • Comprehensive training and development opportunities.
  • Supportive team culture that emphasizes collaboration.
  • Opportunities for professional growth and career advancement.
Full Job Description
TEAM LEADER, COMMERCIAL CLIENT EXPERIENCE, REAL ESTATE

Job Details

Status: Full-Time

Location: Burnaby, BC

Pay Range: Acera's total compensation offerings are based on pay for performance that recognizes exceptional individual and company performance. The typical hiring range for this position is from $90,000 - $115,000 CAD annually; the pay offering is based on location and will vary depending on related education, insurance experience, proven knowledge, skills, and internal equity.

Summary:

The Team Leader, Commercial Client Experience, Real Estate reports to the Managing Director Commercial Operations, BC/YT and oversees the daily operations and workflow of the members on our Real Estate team.

Essential Functions:
  • Fostering a collaborative and positive team environment.
  • Supporting continuous learning and development of individuals and teams.
  • Organising the onboarding, training, optimization, and career development for Client Advisors and Associates.
  • Collaborating with the Director of Real Estate and People & Culture team to ensure appropriate support across the sales team.
  • Supporting recruitment, selection, and workforce planning processes.
  • Motivating and supporting team members through performance management and professional development.
  • Providing coverage for Client Advisors and Associates responsibilities during peak periods or as needed.
  • Managing workflows, resource allocation and coordinating with other departments/teams to optimize processes.
  • Communicating Real Estate Programs process or policy changes to Acera-wide Real Estate Client Advisors and Associates.
  • Conducting audits, reviewing files, and reporting on key metrics to support continuous improvement
  • Other duties as required.


Qualifications:
  • Level 2 BC General Insurance License.
  • Demonstrated leadership skills and commitment to continuous improvement.
  • Minimum two years of experience working on commercial accounts.
  • Experience working with EPIC would be considered an asset.
  • Intermediate to Advanced with Microsoft Office programs, primarily Excel.
  • Strong organizational skills and adaptability to workflow or procedure changes.
  • Excellent customer service and conflict resolution skills.
  • Strong knowledge of market conditions, insurance products and policy wordings.
  • Ability to maintain a positive attitude and professional working relationships with clients, underwriters, and colleagues.

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