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Business Insurance Team Lead
3 months ago
(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 PlanningCommercial Business SolutionsGroup Benefits & Group Retirement ServicesLife Insurance & Living BenefitsHome & Auto Insurance
RESPONSIBILITIES:
Actively work with team members as an integral contributor to the client satisfaction cycleFront line contact to assist clients with all policy reviews and coverage changesMaintain and enhance existing book of clientsNegotiate and plan with client and carrier for optimal retention and satisfactionParticipate in renewal review in conjunction with the Account Executive teamCapitalize on opportunities and foster leads throughout the service cycleProvide guidance and support to all PIB branches coast to coastMaintain Epic declaration page for accuracy as directed by the Director, Business ProgramsWork 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 ProgramSupport Account Managers and Junior Account Managers on operational procedures
REQUIREMENTS:
To excel in this role, you should possess:3+ years experience with service and supportEPIC and Policy WorksTeam Lead and coaching experienceStrong written and verbal communicationTechnical product and industry knowledgeTrouble shooting and problem solvingTime management – working within deadlinesConflict managementAttention to detail
BENEFITS AND PERKS:
You will enjoy a very competitive compensation modelA comprehensive employee group benefits package (health, dental, disability, life and travel)Profit sharing and company pension optionsFlexibility within the role, hours, and office locationsWellness Programs and Social Committee to provide team, family and individual collaboration and culture around strategic goals, fun, wellness, health and lifestyleCommitted to diversity, equity and inclusion
- 2,000+Employees
- 50,000+Commercial Clients
- ~$400mmRevenue
- ~$2.5BillionAnnual Premium
- 60%Commercial
- 25%Personal Lines
- 15%BenefitPIB is an innovative leader in the insurance industry.
Learn more at:
We'd like to hear from you
Please apply to:
, 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.
