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Professional Development

3 months ago

edmonton, Canada Insurance Brokers Association of Alberta Full time

Job Summary

The Professional Development & Sage Manager, under the direction of the COO, manages IBAA’s professional development team and strategy, ensuring all our educational products meet student needs. While also managing our Sage insurance arm to ensure members policies are renewed seamlessly, while looking for ways to further add value to our program offerings that will benefit IBAA member brokerages. In addition, this role is responsible to develop ongoing content and courses with our facilitator ensuring not only the quality of our offerings, but their uniqueness in the insurance market and focus on broker development. This position will translate strategic professional development goals into practical actions. This role will also provide both formal and informal feedback and coaching to staff on an ongoing basis. The Professional Development Manager must possess adaptability and flexibility along with the ability to identify issues and implement creative and strategic solutions to overcome problems.

 


Competencies

 

  • Resource and Fiscal Management
  • Client/Customer Focus
  • Adaptability
  • Accountability
  • Conflict Management
  • Collaboration
  • Communication
  • Managing Performance
  • Results Orientation
  • Industry Knowledge


Job Duties

 

  • Oversee the IBAA professional development (PD) and Sage teams
  • Work with facilitators and PD staff to review courses, evaluations and trends to develop and revamp LMS, webinar and special seminars based on student needs
  • Working with Sage staff to ensure all insurance policies are renewed in a timely fashion and rolling out any expanded programs to the membership base.
  • Source and select facilitators/subject matter experts to meet the requirements for all webinars and other require education based on the strategic plan.
  • Collaborate with PD staff to have all education events scheduled
  • Set the annual course calendar to align with strategy and member needs
  • Coordinate with the Membership Engagement and Marketing team to have all education published across various marketing avenues.
  • Encourage creativity in course development, including the use of incentives and gamification, videos and content designed to motivate and engage learners
  • Provide information in the preparation of the operating budget
  • Work with the COO on educational offerings for annual convention to ensure maximization of resources and CE credits
  • Provide informal feedback and coaching to staff on an ongoing basis, and formal annual performance reviews
  • Plan and conduct meetings with employees to communicate team targets, goals, and projects
  • Maintain accurate and up-to-date employee records that are in compliance with legislative requirements
  • Ensure employees have clear goals and are aware of expectations
  • Administer disciplinary action in accordance with established procedures
  • Develop strategic performance metrics and targets that are consistent with Association’s strategic plan
  • Celebrate successes and foster an atmosphere of success
  • Ensure all areas under your direction foster a welcoming, all-inclusive atmosphere
  • Administer funds according to the approved budget, and monitor its financial expenditures
  • Establish and maintain relationships with all departments, PD vendors and partners
  • Lead, coach, and motivate the team to achieve customer service goals at the department level
  • Address customer complaints and concerns that have been escalated in a timely and professional manner
  • Conduct monthly reporting to COO on milestones, successes and progress to goals

 


Job Requirements

 

  • Ability to work collaboratively at all levels and be flexible and recognize the need to compromise where individual and/or team issues dictate a new approach
  • Ability to identify issues and implement creative and strategic solutions to overcome problems
  • Effective leadership skills, with a strong focus on mentoring and motivation of employees
  • Experience with budget preparation and management
  • Experience managing third-party service providers
  • Demonstrated ability to build and maintain lasting working relationships
  • Ability to delegate, set expectations, and monitor progress of all direct reports
  • Postsecondary degree or diploma
  • Have CAIB or are willing to complete CAIB within 1 year
  • 3-5 years in a management role and 3-5 year's experience developing and facilitating insurance training and presentations. Insurance experience would be an asset. An equivalent combination of educations and experience may be considered.
  • Sound analytical thinking, planning, prioritization, and execution skills
  • Ability to remain calm and poised in urgent situations
  • Ability to initiate and model positive change

 


Work Conditions

 

  • Occasional overnight travel
  • Operation of desktop computer and peripherals
  • Working in an office environment
  • Interaction with employees, management, and the public at large
  • Working in a busy office environment with frequent interruptions
  • Attendance and conducting of presentations


Application:

Send resume with cover letter to Lori Hogg, Chief Operating Officer at lhogg@ibaa.ca