Regional Lead – Oakbank

1 month ago

Winnipeg, Canada One Insurance Group Full time

The Regional Leader reports to the Regional Manager and is responsible for the day-to-day running and operations of the Branch including scheduling of staff. The incumbent is responsible for handling their own small Book of Business; supervising branch staff and implementing and monitoring workflows and ONE standard. Duties Include working with our People & Culture team for recruitment and for supporting performance management of Insurance Advisors. Regional Leaders are also charged with assisting in the marketing of ONE in their communities. This position is responsible for the customer service experience in the branch and as such requires coaching, mentoring, and training of staff. The Regional Leader will help to resolve difficult customer issues and ensure they are handled professionally. Responsible for daily funds balancing and ensuring daily bank deposits are accurate. A solid understanding of company products, in particular those pertaining to Autopac and Personal lines, is critical to this position.

Major Responsibilities:

  • Supports the Regional Leader in leading employees in the Branch/Cluster and ensures that workflows and service standards are followed.
  • Manage an appropriately sized book of business including all customer and book management requirements.
  • Builds team commitment to high standards of service, exceeding customer expectations and leading by example.
  • Assists People & Culture in and the onboarding of new hires.
  • Trains staff, develop career paths and make recommendations for continued education.
  • Assists Regional Manager in branch development plans including growth targets and marketing initiatives.
  • Support and assist the Regional Manager with reviewing the monthly production reports for accuracy.
  • Tracks accounts receivable on a monthly basis and instructs staff in collection methods.
  • Employee scheduling and attendance time sheets.
  • Oversee the EPIC & MPI daily balancing and daily bank deposits.
  • Office KAP responsibilities for monthly inventory reporting, audit breeches and contact person with MPI.
  • Participate in monthly staff meeting as directed by the Regional Manager as well as biweekly employee check-in.
  • Share successes, fosters an atmosphere of success.

Key Relationships

  • Customers
  • Employees
  • Insurance Companies
  • Regional Managers

Skills, Abilities, and Competencies

  • Thorough working knowledge of EPIC, IWS, Autopac, SRE, Blue Cross and Personal Lines Insurance.
  • Demonstrated experience with MS Word, Excel, Outlook and general proficiency with computers.
  • Experience leading and motivating staff and proven track record of exceptional customer service.
  • Driven to deliver superior service by exceeding customer expectations.
  • Demonstrated ability to develop relationships with customers and co-workers.
  • Able to work well as a team player in a fast paced, energetic environment.
  • Presents a professional image in words and actions.
  • Excellent verbal written English and interpersonal communication skills.
  • Strong math skills and basic understanding of accounting functions.
  • Ability to translate complex or technical information into layman’s terms.
  • Proven ability to plan, set and achieve goals.
  • Self-starter and uses good judgment in all situations.

Minimum Qualifications & Experience

  • CAIB designation or level 2 license working towards CAIB designation.
  • College diploma or University degree in a business-related discipline.
  • 5- years of experience in a brokerage.
  • 3-5 years of experience supervising or managing staff.
  • 3-5 years with a Personal lines Book of Business along with some small Commercial experience.

This is your opportunity to bring your skills and passion for clients to a career with a progressive and well-respected company Please note that reasonable accommodation is available during the recruitment process.

Ready to Apply? We are excited to meet you

Human Resources at ONE Insurance Group
Unit A -3549 Pembina Highway
Winnipeg, MB Manitoba R3V 1L4

#J-18808-Ljbffr

  • Regional Lead

    1 month ago

    Winnipeg, Canada ONE Insurance Group Full time

    The Regional Leader reports to the Regional Manager and is responsible for the day-to-day running and operations of the Branch including scheduling of staff. The incumbent is responsible for handling their own small Book of Business; supervising branch staff and implementing and monitoring workflows and ONE standard. Duties Include working with our People &...

  • Regional Nurse Educator

    1 month ago

    Winnipeg, Canada Winnipeg Regional Health Authority Full time

    Requisition ID: 335495  Position Number: 20003460 Posting End Date: Open Until Filled  City: Winnipeg Site: WRHA Corporate Work Location: 650 Main St Department / Unit: Collaborative Practice  Job Stream: Clinical Support  Union: EXEMPT-OT Anticipated Start Date - End Date: ASAP - 09/26/2024  Reason for Term: ...

  • Regional Nurse Educator

    1 month ago

    Winnipeg, Canada Winnipeg Regional Health Authority Full time

    Requisition ID: 335495 Position Number: 20003460Posting End Date: Open Until Filled City: WinnipegSite: WRHA CorporateWork Location: 650 Main StDepartment / Unit: Collaborative Practice Job Stream: Clinical Support Union: EXEMPT-OTAnticipated Start Date - End Date: ASAP - 09/26/2024 Reason for Term: Maternity LeaveFTE: 0.50 Anticipated Shift:...

  • Regional Medical Specialty Lead-WRHA Critical Care

    3 weeks ago

    Winnipeg, Canada Manitoba Health Full time

    Regional Medical Specialty Lead-WRHA Critical Care - (1387) Share this job as a link in your status update to LinkedIn. Job Title Regional Medical Specialty Lead-WRHA Critical Care Health Organizations Winnipeg Regional Health Authority Location Job Type Standard Application Job Description The Winnipeg Regional Health Authority (WRHA) is accepting...

  • Regional Medical Specialty Lead-WRHA Critical Care

    4 weeks ago

    Winnipeg, Canada Manitoba Health Full time

    Regional Medical Specialty Lead-WRHA Critical Care - (1387) Share this job as a link in your status update to LinkedIn. Job Title Regional Medical Specialty Lead-WRHA Critical Care Health Organizations Winnipeg Regional Health Authority Location Job Type Standard Application Job Description The Winnipeg Regional Health Authority (WRHA) is accepting...

  • Regional Medical Specialty Lead-WRHA Critical Care

    4 weeks ago

    Winnipeg, Canada Manitoba Health Full time

    Regional Medical Specialty Lead-WRHA Critical Care - (1387) Share this job as a link in your status update to LinkedIn. Job Title Regional Medical Specialty Lead-WRHA Critical Care Health Organizations Winnipeg Regional Health Authority Location Job Type Standard Application Job Description The Winnipeg Regional Health Authority (WRHA) is accepting...

  • Regional Medical Specialty Lead-WRHA Surgery

    1 month ago

    Winnipeg, MB, Canada Manitoba Health Full time

    Regional Medical Specialty Lead-WRHA Surgery - (1388) Share this job as a link in your status update to LinkedIn. Job Title Regional Medical Specialty Lead-WRHA Surgery Health Organizations Winnipeg Regional Health Authority Location Job Type Standard Application Job Description The Winnipeg Regional Health Authority (WRHA) is accepting applications...

  • Regional Coordinator

    1 month ago

    Winnipeg, Canada Alzheimer Society of Manitoba Full time

    The Alzheimer Society of Manitoba exists so that all Manitobans affected by dementia receive the help they need today and have hope for tomorrow. The Westman Regional Coordinator, reporting to the First Link® Regional Team Lead, is responsible for providing support services, education, and promotion in accordance with the Alzheimer Society of Manitoba’s...

  • Facilities Support Services Lead

    1 day ago

    Winnipeg, Canada Winnipeg Regional Health Authority Full time

    Requisition ID: 357868 Position Number: 20047651 Posting End Date: Open Until Filled City: Winnipeg Employer: Winnipeg Regional Health Authority  Site:  Deer Lodge Centre Department / Unit: Facility Management Office Job Stream: Non-Clinical Union: Non Union  Anticipated Start Date: ASAP FTE:  1.00 ...

  • Regional Medical Specialty Lead-WRHA Critical Care

    4 weeks ago

    Winnipeg, MB, Canada Manitoba Health Full time

    Regional Medical Specialty Lead-WRHA Critical Care - (1387) Share this job as a link in your status update to LinkedIn. Job Title Regional Medical Specialty Lead-WRHA Critical Care Health Organizations Winnipeg Regional Health Authority Location Job Type Standard Application Job Description The Winnipeg Regional Health Authority (WRHA) is accepting...

  • Regional Clinical Engineer

    3 days ago

    Winnipeg, Canada Winnipeg Regional Health Authority Full time

    Requisition ID: 359858 Position Number: 21000802 Posting End Date: June 3, 2024 City: Winnipeg Employer: Shared Health  Site:  Shared Health Department / Unit: Clinical Engineering Services Job Stream: Non-Clinical Union: CUPE  Anticipated Start Date: ASAP FTE: 1.00 Anticipated Shift: Days Work...

  • Regional IT Manager

    1 month ago

    Winnipeg, Canada MNP Full time

    Job Details Description Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.  Make an impact with our Technology - Operations team as a Manager, Regional Technology. This diverse team of tech-savvy problem...

  • Regional Purchasing Manager

    5 days ago

    winnipeg, Canada Lock Search Group Full time

    Regional Purchasing Manager Winnipeg, MB Our client, an innovative national ‘Wholesale Distribution’ leader in the heating, ventilation, air conditioning and refrigeration industry, is seeking to add a talented Purchasing Manager to lead a team of purchasers within the region. The Regional Purchas

  • Regional Purchasing Manager

    2 weeks ago

    Winnipeg, Canada Lock Search Group Full time

    Regional Purchasing Manager Winnipeg, MB Our client, an innovative national ‘Wholesale Distribution’ leader in the heating, ventilation, air conditioning and refrigeration industry, is seeking to add a talented Purchasing Manager to lead a team of purchasers within the region. The Regional Purcha

  • Auto Insurance Advisor – Oakbank, MB

    1 week ago

    Winnipeg, Canada One Insurance Group Full time

    ONE Insurance has proudly served the insurance needs of customers across Manitoba for over 70 years. We have earned our customers’ trust by providing the guarantee of exceptional insurance products along with exceptional service. We are seeking experienced insurance professionals to join our growing team.About this Opportunity:Think about how exciting it...

  • Auto Insurance Advisor – Oakbank, MB

    1 month ago

    Winnipeg, Canada One Insurance Group Full time

    ONE Insurance has proudly served the insurance needs of customers across Manitoba for over 70 years. We have earned our customers’ trust by providing the guarantee of exceptional insurance products along with exceptional service. We are seeking experienced insurance professionals to join our growing team.About this Opportunity:Think about how exciting it...

  • Regional Manager

    24 hours ago

    Winnipeg, Canada Toromont Cat Full time

    Toromont Cat Power is looking for a Regional Manager to join their team! As a Regional Manager, YOU will experience:  Working within one of the safest organizations in the industry where your safety and well-being are our most important priority Working for the best in class equipment dealer and with the premium Caterpillar brand Opportunities to...

  • Regional Manager

    21 hours ago

    Winnipeg, Canada Toromont Cat Full time

    Toromont Cat Power is looking for a Regional Manager to join their team!As a Regional Manager, YOU will experience:Working within one of the safest organizations in the industry where your safety and well-being are our most important priorityWorking for the best in class equipment dealer and with the premium Caterpillar brandOpportunities to continuously...

  • Regional Manager

    22 hours ago

    Winnipeg, Canada Toromont Cat Full time

    Toromont Cat Power is looking for a Regional Manager to join their team!As a Regional Manager, YOU will experience:Working within one of the safest organizations in the industry where your safety and well-being are our most important priorityWorking for the best in class equipment dealer and with the premium Caterpillar brandOpportunities to continuously...

  • Regional Manager

    21 hours ago

    Winnipeg, Canada Toromont Cat Full time

    Toromont Cat Power is looking for a Regional Manager to join their team!As a Regional Manager, YOU will experience:Working within one of the safest organizations in the industry where your safety and well-being are our most important priorityWorking for the best in class equipment dealer and with the premium Caterpillar brandOpportunities to continuously...