Team Leader, PL & CL
JOB-BORN Executive Search
Waterloo, ON, Canada
11d ago

Brokerage Team Leader

This role is more Training and Leadership focused and less Operations Management. The Training component requires you to 'grab onto and take ownership of the current training plan', and be accountable for its success by revising it as required, implementing it and maintaining it to meet staff needs and allow them to reach their full potential.

Core Responsibilities :

  • Responsible for motivating and monitoring Account Managers / Customer Service Brokers
  • Ensure team’s adherence to set workflows, underwriting criteria and compliance to guidelines and controls
  • Perform other quality assurance functions as needed to ensure adherence to standards
  • Implement ongoing employee evaluations, training and development activities to ensure service standards are met
  • Responsible for attendance tracking and ensure staffing levels are appropriate to meet service standards
  • Respond to and document all client escalations within guidelines
  • Attend appropriate industry functions
  • Act as point of contact for the team members on all issues
  • Other duties as required
  • Qualifications :

  • Experience as an office manager, high level office administrator, executive assistant or related
  • Experience as a team leader, and people manager
  • Experience in sales and / or customer service
  • Technical aptitude and an ability to quickly learn how to use our state-of-the-art technology
  • Experience providing group training; experience with sales and service training would be a major asset
  • Passionate to promote staff retention and manageable workload
  • Experience in the insurance industry (an asset)
  • Education / Qualifications : RIBO or OTL

    This role requires more emphasis on your experience and capabilities with training and leadership, and less on your years of Insurance experience

    Please apply online referring to Job # JOS000001346 Nancy

    Nancy Ann Lundy, Insurance Recruiter

    519) 404-0622

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