Broker Sales Leader

7 days ago


Welland ON, Canada RATESDOTCA Group Ltd. Full time

Join Canada's fastest-growing internet technology company in the insurance industry.
We are looking for an energetic, enthusiastic, results-driven Team Lead, Sales Broker Success to join our growing team. You will oversee our Onboarding Team, which consists of newly graduated Sales Brokers through their first 4-8 weeks following Training. You will work closely with the Senior Manager and provide assistance, which may include mentoring, recruitment and keeping management updated on team performance.

Work closely with the Senior Manager and other leads to ensure success of graduating training classes for the remainder of their Probationary Period
Coaching, training and feedback of sales brokers on an ongoing basis
Facilitate daily and weekly debrief and training sessions on Workload Management, Sales Effectiveness, Industry Reports, and QA/BAL overviews
Respond verbally and in writing to escalated calls, ensuring mutually agreeable outcome to both the client, insurer and brokerage whenever possible
Action QA results and provide feedback to team members regarding quality, ratings and comments received on an ongoing basis
Work with QA and Management to ensure file documentation and underwriting are performed up to brokerage standards
Actively manage the phone queues to ensure team members are SLA compliant and answers inbound sales calls, quotes and converts when SLAs are at risk of not being met
Work with Senior Manager and HR on performance management issues

1-2 years in a Sales Management environment
~ RIBO licensed
~ Proven experience increasing sales targets/metrics
~ Proven sales ability
~ Computer proficiency in MS Office products such as Word and Excel


we’re a community of passionate individuals who believe in pushing boundaries and making a difference. As a member of our team, you’ll be part of a dynamic community that values creativity, diversity, and continuous learning. We are looking for an individual who will share our energy and enthusiasm about helping Canadians make better money decisions. Check out the primary brands that we work on here:


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Annual holiday festivities, free lunches, and so much more
Employee satisfaction survey to voice your opinion on working at RATESDOTCA Group Ltd.
Lounge and games room - ping-pong, foosball, and more

We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability, or any other legally protected categories such as sexual orientation. We believe that diversity, equity, and inclusion are critical to our mission - creating a foundation for a creative workplace that leads to innovation and growth. We value diversity and strive to create an inclusive, accessible workplace where all individuals feel valued, respected, and heard.

We are committed to working with and providing reasonable accommodations to candidates and employees with physical or mental disabilities.



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