Lead, Brokerage Services

LEAD, BROKERAGE SERVICES

Job Title : Lead, Brokerage Services
Status: Full Time Permanent
Travel Requirements: Some travel required
Office Hours: 8:30 AM– 4:30PM
Healthcare Insurance Reciprocal of Canada (HIROC) is a trusted healthcare safety advisor, committed to offering a full spectrum of insurance, risk and claims management products and support.

Combined with sage counsel and risk management solutions, HIROC works with its partners to increase safety.

As a Reciprocal, HIROC is governed by its Subscribers and remains an innovative, agile, and proactive partner. HIROC’s 35 years of data is combined with its extensive experience to advise and share learnings, all with the goal of scaling knowledge and increasing safety across Canada’s healthcare system.

Each employee has the opportunity to find their calling and help build a stronger organization designed to meet the needs of its Subscribers. Reporting to the Director, Brokerage Services, the Lead, Brokerage Services oversees brokerage workflows, ensures reporting accuracy and compliance, and provides leadership and mentorship to the team . The role focuses on enhancing processes, strengthening data quality, and maintaining strong relationships with insurers, MGAs, and both internal and external partners and stakeholders. The Lead also manages day-to-day service for key Subscribers and brokerage insurance programs, including handling coverage inquiries, policy changes, and renewal negotiations with insurers and Subscribers.

Lead the day-to-day operations of the brokerage services function, ensuring accuracy, efficiency, and compliance across all administrative activities.
Oversee brokerage administration processes, including renewals, endorsements, and documentation management.

System Implementation and Management
Serve as the primary business lead for the implementation and ongoing optimization of HIROC’s new Broker Management System (BMS).
Collaborate with IT, vendors, and internal stakeholders to ensure successful configuration, data migration, and integration with related systems.
Develop and maintain process documentation and user training materials to support BMS adoption and best practices.

Reporting and Data Management
Manage the preparation and submission of monthly bordereau and claims reporting, ensuring accuracy and timeliness.
Identify opportunities to enhance reporting efficiency and data quality through system and process improvements.

Process Improvement and Compliance
Review and refine brokerage workflows to enhance efficiency, standardization, and compliance with regulatory and contractual requirements.
Support audit and compliance activities and ensure records and documentation meet regulatory and internal standards.
Insurance Services, Finance, Claims) to strengthen coordination and data accuracy.

Relationship Management
Supervision of Brokerage Staff
Providing coaching, mentoring, and training to a team to develop their service capabilities.
Assist in the recruitment, mentorship, technical instruction, and guidance of all team members.
Responsible for talent management including performance appraisals, training, and mentorship.
Complete regular coaching sessions with all team members including review of performance, objectives, and career development.

Within the Insurance Services team, work closely with other Leads on strategic projects such as new policy lines, alternate risk transfer programs, coverage enhancements, system updates, emerging trends and process/workflow improvements.
In collaboration with Lead, Underwriting and Lead, Account Operations, facilitate training for the team, as required, to maintain underwriting quality to ensure accuracy and consistency with HIROC’s rating methodology and data quality.
Provide day-to-day Account Management for Key Subscribers
Maintain relationships with key Subscribers that have been assigned including leading day-to-day tasks such as coverage queries, contract review and policy changes.
Lead renewal of assigned brokerage programs
EDUCATION, TRAINING & EXPERIENCE:

~ Preferred candidate would have, or be working towards, industry credentials such as CIP/FCIP, CRM, RPLU, CAIB.
~8+ years of relevant experience in a commercial insurance brokerage


Hours of Work: Monday-Friday 8:30AM – 4:30PM
Normal working conditions in an office setting
Some inter and intra provincial travel required – Subscriber visits, presentations, conferences, and courses

HIROC is committed to fostering a climate of equity, diversity, inclusion, and accessibility. HIROC respects the diversity of all members of its community and welcomes applications from those who have demonstrated a commitment to the values of equity, diversity and inclusion. Applications from members of groups that have been historically disadvantaged and marginalized, including First Nations, Métis and Inuit peoples, racialized persons, persons with disabilities, those who identify as women, 2SLGBTQ+, individuals who self-identify on the basis of any of the protected grounds under the Human Rights Code and/or others who may contribute to the further diversification of ideas within its community are encouraged. HIROC is committed to fair assessment of a candidate’s abilities, and consideration for diversity of thought, method, and experience, including non-traditional career paths.

HIROC is committed to providing a barrier-free environment for all stakeholders, including its participants, employees, job applicants, suppliers, the public and any visitors who may enter its premises, access its information, or use its services. As an organization, HIROC respects and upholds the requirements set forth under the Accessibility for Ontarians with Disabilities Act (AODA) and its associated standards and regulations and will ensure that HIROC offers a safe and welcoming environment that is respectful of each person's dignity and independence.