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Customer Experience Leader – Personal Insurance
BrokerLinkCustomer Experience Leader overseeing personal insurance operations for Barrys Bay and Eganville teams at BrokerLink. Driving sales growth and team development in a customer-focused environment.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership and people management skills while effectively managing Personal Insurance operations to achieve growth and profitability. Possesses a solid understanding of the P&C insurance industry and excels in sales coaching and customer service.
Highest-signal resume keywords
RIBO LicenseOTL LicensePersonal Lines Sales ExperienceLeadership ExperienceBrokerage Management Systems Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Personal Insurance Operations ManagementSales AcumenChange ManagementPerformance CoachingCustomer Needs Analysis
Soft Skills
Excellent Communication SkillsInterpersonal SkillsAbility to Manage Multiple PrioritiesCustomer Focus
Tools & Technologies
EPIC
Certifications & Qualifications
RIBO LicenseOTL License
Industry Keywords
P&C Insurance IndustryPersonal InsuranceCommission RevenuePolicy CountAccounts Receivable
About the role
Key responsibilities & impact- 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
- Develop succession planning for all key positions
- Responsible for the general administration of the team
- Provide ongoing coaching, guidance and feedback regarding performance
Requirements
What you’ll need- A valid RIBO or OTL license is required
- 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
- Strong customer focus; able to understand and respond to customer needs
- Excellent communication and interpersonal skills
- Strong ability to manage multiple priorities
- Knowledge of Brokerage Management Systems and tools (EPIC) is an asset
Benefits
Comp & perks- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing
- Wellness account and much more
- Share plan & other savings