Branch Manager

5 months ago

Courtenay, Canada Waypoint Insurance Full time

Local Touch. National Strength. _

Branch Manager
British Columbia | Reporting to: Director of Branch Operations

POSITION OVERVIEW

As the Branch Manager at Waypoint, you will play a pivotal role in directing and managing all branch
activities to achieve specific goals and targets. Your dedication to exceptional customer service will
contribute to increasing Waypoint's brand equity and reputation. Upholding an acceptable rate of
return and invest in our company personnel to ensure high retention rates and attract qualified
applicants. Additionally, you will prioritize maintaining a healthy cash flow at all times.

RESPONSIBILITIES:

- Collaborate with the Regional Manager/Director of Operations to develop processes that optimize

client service.
- Ensure all personnel have a comprehensive understanding of the company's mission, objectives,

and common goals.
- Provide the necessary tools, information, and knowledge to empower personnel to work

effectively, serve customers, and uphold company objectives.
- Develop a deep understanding of the company's clients through phone calls, meetings, and

industry events. Address reasonable client requests promptly.
- Prioritize creating a safe working environment for all branch employees, taking necessary

precautions to maintain safety standards. Ensure personnel are familiar with safe working
practices and accident procedures.
- Ensure branch personnel comprehend the overall company objectives and their individual

departmental goals, working collaboratively to achieve them. Facilitate resolution of conflicting
objectives and encourage respectful communication between departments.
- Prepare annual, monthly, and weekly plans and ensure clarity regarding each individual's role

within these plans. Set achievable goals with deadlines, monitor plan compliance, and track
deadline achievement.
- Collaborate with Human Resources to ensure the recruitment of the most qualified applicants for

open positions.
- Lead by example, adhering to all company procedures and policies.
- Fulfill supervisory responsibilities in alignment with organizational policies and relevant laws. This

includes interviewing, hiring, and training employees; assigning and directing work; conducting
performance appraisals; recognizing achievements and addressing concerns.
- Local Touch. National Strength. _
- Establish and maintain effective purchasing procedures. All purchases should involve multiple

vendor bids in collaboration with several branches to ensure cost-effective prices and economies
of scale.
- Consistently meet deadlines and uphold efficient operational practices.

**REQUIREMENTS**:

- Level 2 BC Insurance License
- Possess refined interpersonal and communication skills, enabling you to build strong relationships
- with clients and colleagues, driven by your commitment to delivering exceptional experiences.- Exhibit proficiency in working within a team environment and managing diverse tasks.
- Strong organizational skills, attention to detail, and ability to manage workload effectively.
- Previous experience in a leadership or management role is advantageous.
- Waypoint is 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. _

**4th Largest Commercial Brokerage in Canada**
BUILDING THE GREAT
CANADIAN BROKERAGE 2,000+ Employees

Navacord is a leading insurance and risk 50,000+ Commercial Clients
management brokerage created to keep the

~$400mm Revenue
Canadian entrepreneurial spirit alive. Led by a
passionate and engaged partnership group, 60% Commercial Lines

Navacord Broker Partners are committed to the 25% Personal Lines
success of their clients by delivering expert
advice in an increasingly complex world which 15% Benefits & Retirement

allows them to face the future with confidence. ~$3 billion Annual Premium

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