Business Insurance Team Lead

4 weeks ago

Elmira ON, Canada PIB (Programmed Insurance Brokers Inc.) Full time

Programmed Insurance Brokers Inc. (PIB) a Navacord Broker Partner based in Elmira, ON is searching for an experienced Business Insurance Team Lead to join our team. This role contributes to PIB’s success by providing full- service support to Business Insurance clients by obtaining, maintaining, expanding, and servicing our commercial book of business. You will also provide service and administrative support to co-workers as needed with a focus on relationship building in collaboration with PIB Account Executive and Account Manager teams.

ABOUT US:

PIB is a leading full-service, multi-line insurance, and financial services agency established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB offers unique insurance solutions and custom financial services that empower our clients with real choices.

Our personalized approach, industry expertise, and commitment to integrity have fostered enduring trust and confidence from our clients over the years.

No matter the scale of insurance or financial planning needs, be it personal or corporate, PIB is dedicated to helping our clients find tailored solutions. Our services include:

  • Wealth Management & Financial Planning
  • Commercial Business Solutions
  • Group Benefits & Group Retirement Services
  • Life Insurance & Living Benefits
  • Home & Auto Insurance

RESPONSIBILITIES:

  • Actively work with team members as an integral contributor to the client satisfaction cycle
  • Front line contact to assist clients with all policy reviews and coverage changes
  • Maintain and enhance existing book of clients
  • Negotiate and plan with client and carrier for optimal retention and satisfaction
  • Participate in renewal review in conjunction with the Account Executive team
  • Capitalize on opportunities and foster leads throughout the service cycle
  • Provide guidance and support to all PIB branches coast to coast
  • Maintain Epic declaration page for accuracy as directed by the Director, Business Programs
  • Work with Director, Business Programs, and the Operational Change Management Committee to maintain efficient workflow for all Business Programs and key clients including affinity relationships Provide training for existing and new Account Managers on the Operational Processes with all aspects of the Business Unit including full awareness of Home Hardware Program
  • Support Account Managers and Junior Account Managers on operational procedures

REQUIREMENTS:

  • To excel in this role, you should possess:
  • 3+ years experience with service and support
  • EPIC and Policy Works
  • Team Lead and coaching experience
  • Strong written and verbal communication
  • Technical product and industry knowledge
  • Trouble shooting and problem solving
  • Time management – working within deadlines
  • Conflict management
  • Attention to detail

BENEFITS AND PERKS:

  • You will enjoy a very competitive compensation model
  • A comprehensive employee group benefits package (health, dental, disability, life and travel)
  • Profit sharing and company pension options
  • Flexibility within the role, hours, and office locations
  • Wellness Programs and Social Committee to provide team, family and individual collaboration and culture around strategic goals, fun, wellness, health and lifestyle
  • Committed to diversity, equity and inclusion

 2,000+Employees

 50,000+Commercial Clients

 ~$400mmRevenue

 ~$2.5BillionAnnual Premium

 60%Commercial

 25%Personal Lines

 15%Benefit

PIB is an innovative leader in the insurance industry. Our head office is in Elmira, Ontario, with subsidiary offices in London, Chatham, and Bedford, NS. Learn more at: We’d like to hear from you. Please apply to: pib.hr@pib.com.

Navacord, and all our Broker Partners are actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.

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