Director, Personal Insurance Retention

2 weeks ago

British Columbia Canada, Canada Waypoint Full time

POSITION OVERVIEW

The Director, Personal Lines Retention leads the development and implementation of Waypoint’s Personal Line renewal strategy in alignment with overall Personal Lines strategy. Plays a critical role in maintaining and growing Personal Lines revenue and expanding market share by monitoring, guiding, and enhancing Renewal team performance in targeting, activating, and maintaining existing Waypoint clients. Works to identify, analyze and enhance retention. Oversees the Personal Lines Centralized Services team, working on developing operational efficiencies and enhancing Waypoint’s customer service levels within that team. Acts as a partner to the New Business Lead to ensure a connected “One Waypoint” approach focused on cross-selling opportunities. Provides strategic leadership and coaching to Renewal Team Leads and Personal Lines Centralized Service team leads.


RESPONSIBILITIES:


SALES STRATEGY RENEWAL STRATEGY AND PERFORMANCE

  • Develops and implements the strategic direction, vision, and goals for Personal Lines Retention, including growth and resource planning, in collaboration with the VP, Personal Lines.
  • Establishes, tracks, and communicates key performance indicators for Retention, ensuring alignment with the VP, Personal Lines.
  • Provides leadership, coaching, and mentorship to Retention Leads, ensuring effective use of resources and support throughout the customer renewal process.
  • Oversees Retention and PLCS performance, ensuring teams meet or exceed performance targets, and offers support and coaching for performance improvement as needed.
  • Shares and benchmarks renewal best practices across the Waypoint organization.
  • Keeps up-to-date with market trends, competitor activities, and emerging technologies related to renewal optimization.
  • Collaborates with stakeholders to create and update documented processes and procedures for Retention and Centralized Service teams.


CUSTOMER SERVICE STRATEGY

  • Collaborates with the VP, Personal Lines to implement the ‘Waypoint Way’ Customer Service strategy across the Retention and Centralized Service teams.
  • Defines, tracks, and communicates the customer journey, ensuring alignment with the VP of Personal Lines.
  • Partners with other departments to implement and review customer survey results, ensuring effective use of feedback.


RENEWAL ANALYSIS & RESOURCE ALLOCATION

  • Provides strategic guidance to Retention Team Leads for the development and execution of retention plans.
  • Leads the creation and implementation of renewal initiatives aimed at key business segments, in collaboration with the Director, Personal Lines Sales as needed.
  • Monitors renewal rates against set targets and historical benchmarks.
  • Ensures high-performance teams exchange best practices and lessons learned.
  • Identifies opportunities for improvement within low-performance teams and offers coaching and support for performance enhancement as necessary.


RELATIONSHIP MANAGEMENT

  • Cultivates strategic partnerships to drive sales, identifying opportunities for cross-selling and up-selling.
  • Supports the VP, Personal Lines with complex or non-routine inquiries.
  • Engages appropriate Waypoint expert resources to ensure clients receive comprehensive information, resources, and support.
  • Serves as a subject matter expert, providing Personal Lines expertise to colleagues and clients.


Requirements:

  • Requires Validation with Waypoint Subject Matter Experts and Job Target-related language (Predictive Index)
  • Degree in Business Administration or related field
  • CAIB or CIP completion
  • 8 + years of experience in personal lines, 5 + years of leadership experience managing teams
  • Demonstrated experience leveraging analytics and leading teams to exceed sales targets
  • Experience leveraging Broker Management Systems (EPIC preferred)
  • Strong people management and leadership experience with the exceptional ability to mentor and coach
  • Collaborative team player, focused on driving a positive client experience
  • Strong influencing and communication skills with the ability to motivate others while being aware of and responding to unique needs
  • Excellent critical thinking skills with the ability to problem solve and remedy client challenges

  • Director Finance

    2 weeks ago

    British Columbia, Canada, Canada Unique P&C Insurance Organization Full time

    JDExcellent career prospects: Great potential for CFO succession.Reporting directly to and working very closely with the CFO you will drive the vision for the finance department and lead cross functional projects to drive business results. You will significantly contribute to and be part of ongoing transformation, including aggressive growth plans/new LOB....

  • Director, Branch Operations

    2 weeks ago

    British Columbia, Canada, Canada Waypoint Full time

    POSITION OVERVIEW The Director, Branch Operations leads the development and implementation of Waypoint’s Auto Insurance strategy in the Lower Mainland in alignment with overall Auto Insurance strategy. This role has a heavy focus on AutoPlan Service at Dealerships (ASD) branch locations. This role plays a critical part in maintaining and growing Auto...

  • Director Finance

    3 weeks ago

    Alberta, Canada, Canada Unique P&C Insurance Organization Full time

    JDExcellent career prospects: Great potential for CFO succession.Reporting directly to and working very closely with the CFO you will drive the vision for the finance department and lead cross functional projects to drive business results. You will significantly contribute to and be part of ongoing transformation, including aggressive growth plans/new LOB....

  • Account Director

    2 weeks ago

    British Columbia, Canada, Canada AutoTrader.ca Full time

    This role is a strategic business development position whose primary goal is to generate new business and maintain existing business for AutoTrader. In addition, the Account Director is responsible for consistent client satisfaction and overall business profitability.Key areas of Responsibility:• Responsible for setting strategies, executing those...

  • Marketing Account Manager

    6 days ago

    British Columbia, Canada, Canada Banch Marketing Full time

    Job DescriptionOverview:We are seeking a highly motivated and skilled Account Manager to join our dynamic team. The ideal candidate will be responsible for managing relationships with up to 30 clients, ensuring that their business goals are met through effective communication, strategic planning, and execution. This role requires a proactive approach to...

  • Actuarial Director

    6 days ago

    Ontario, Canada, Canada Selby Jennings Full time

    About Us:My Client has been at the forefront of the Canadian insurance industry, combining tradition with innovation to deliver exceptional service and coverage. Their commitment to excellence is matched by their dedication to embracing new technologies and methodologies. My client is looking for a highly skilled Actuarial Director of Reserving to lead their...

  • Director Corporate Development

    2 weeks ago

    British Columbia, Canada, Canada SSA Recruitment Canada Full time

    Our client is a multifaceted group of companies spanning across logging, construction and resource mangement who have continued to grow year on year & are currently looking to add to their senior leadership team.This position is responsible for development, maintenance and execution of our Partnerships & Acquisitions strategy. The position will partner with...

  • BC Territory sales representative

    2 weeks ago

    British Columbia, Canada, Canada Lanctôt Sports Full time

    BC Territory sales representative - OpticalWHY CHOOSE LANCTÔT?Lanctôt Ltée is a Canadian family-owned company specializing since 1953 in the distribution and production of high-end brands in several industries: Skiing, Cycling, Team Sports, Optics and Apparel (golf, outdoor & fashion).At Lanctôt, we love sports, we love good products, and we are driven...

  • Junior Territory Manager, Orthopaedics

    2 weeks ago

    British Columbia, Canada, Canada CONMED Corporation Full time

    JOB TITLE: Junior Territory Manager, Orthopaedics - Vancouver and Lower Mainland, BCREPORTING TO: Orthopaedics Sales Agent, BC / Spady Medical Technology Inc.JOB LOCATION: Vancouver and Lower Mainland, BCTRAVEL REQUIREMENT: Local to the territory, occasional out of town training and eventsABOUT USCONMED Corporation is a progressive, global medical device...

  • Medical Biller

    6 days ago

    British Columbia, Canada, Canada Southwood Medical Clinic Part time

    Medical Billing Clerk and Documents Clerk required immediately for Southwood Medical Clinic, a 2.5 MD Family Practice clinic in Courtenay BC. Part-time MOA position also available and the two jobs together would be full-time, if desired. ResponsibilitiesPayroll, Accounts, Billing (Billing Clerk)· Responsible for managing information related to MSP...

  • Senior Territory Manager, Orthopaedics

    2 weeks ago

    British Columbia, Canada, Canada CONMED Corporation Full time

    JOB TITLE: Senior Territory Manager, Orthopaedics - Vancouver and Lower Mainland, BCREPORTING TO: Orthopaedics Sales Agent, BC / Spady Medical Technology Inc.JOB LOCATION: Vancouver and Lower Mainland, BCTRAVEL REQUIREMENT: Local to the territory, occasional out of town training and eventsABOUT USCONMED Corporation is a progressive, global medical device...

  • Corporate Sales Representative

    2 weeks ago

    British Columbia, Canada, Canada Mountain Sports Distribution Full time

    Job descriptionJob descriptionMountain Sports Distribution (MSD) is a leading powersports distributor based in Golden, BC. We specialize in distributing high-quality equipment and gear to outdoor enthusiasts and adventurers across Canada. With a strong focus on customer satisfaction, we aim to bring the best outdoor experiences to our customers.We are...

  • Insurance Agent

    2 weeks ago

    Ontario, Canada, Canada Infotek Consulting Inc. Full time

    Job DescriptionWe are looking for several Licenced LLQP Junior advisors with 3+ years of experience in Toronto or MontrealProvide holistic life, health, and wealth solutions to new and existing clients.Spend 50% of your time working within the advisor team Spend 50% of your time gaining exposure to the role of the Independent Contractor Advisor Receive the...

  • Commercial Insurance Broker/Producer

    3 months ago

    Ontario, Canada, Canada Unibrokers Full time

    Company DescriptionAt Unibrokers, we are committed to fostering success and happiness for our independent broker partners. Our team supports brokers, whether experienced or new, through every step of the journey. Our broker partners have access to a wide range of personal and business insurance products from some of Canada's most reputable insurers.Role...

  • Director of Operations

    3 months ago

    Quebec, Canada, Canada Sinistar Full time

    ***Français plus bas***Job Title: Director of Operations & Development Job Type : Full time, remoteAbout us: Sinistar is a leading InsureTech platform dedicated to relocating displaced policyholders into temporary homes within their community. Our mission is to provide seamless and supportive relocation experiences for individuals and families during...

  • Registered Massage Therapist

    7 days ago

    Langford, British Columbia, Canada All Care Family Chiropractic and Massage Part time

    Established practice in need of an RMT to see overflowing existing clientele.Our RMT has a closed book 3 months out and our office is looking for a second RMT who can take on our existing clientele as well as any new massage appointment requests, which we are getting everyday.Our second RMT is leaving at the end of the month and we are looking for the right...

  • Anesthesiologist

    4 weeks ago

    Saskatchewan, Canada, Canada Saskatchewan Healthcare Recruitment Agency Full time

    Enjoy a high standard of living with low housing costs and short commutes when you live and work as an Anesthesiologist in Saskatchewan, Canada.Currently we have multiple full time, permanent positions as well as locum opportunities. Specialty areas include but are not limited to:General/AdultCardiologyAnesthesiologists throughout the province work closely...

  • Truck Sales Manager

    2 weeks ago

    Ontario, Canada, Canada Navistar Inc Full time

    Navistar Canada, ULC., is a leading producer of International® brand commercial and military trucks, and IC Bus™ brand school and commercial buses. The company also provides truck and diesel service parts and financing services.Why Navistar?Navistar has redesigned most of the International Truck vehicle line-up, including the LT Series and RH Series...

  • Bilingual Customer Service Representative

    1 month ago

    Ontario, Canada, Canada Desjardins Full time

    As a Business Advisor, Business Service Center you will take charge of the immediate needs of our entrepreneurs and ensure that the company has the best tools to propel it towards success. Examples of needs: transactional (ADA, stop payment, check order, package, change of address), financing (loans, line of credit, credit cards), savings, etc. The companies...

  • Financial Services Associate

    1 month ago

    Ontario, Canada, Canada Experior Financial Group Part time

    ROLE/DESCRIPTIONExperior Financial Group Inc. is one of the fastest-growing MGAs in North America. Established in 2014, our Canadian Headquarters are in Guelph, Ontario and our USA headquarters are in Cheektowaga, New York. Our Mission statement is "Building Financial Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow."This is an...