#22-19 Branch Manager

3 weeks ago

Merritt, Canada Interior Savings Insurance Services Inc. Full time

The Branch Managers’ support Interior Savings’ by developing and leading a professional client service team that is proactive in serving client needs and achieving branch objectives.

This position is located in the town of Merritt—a fantastic community in the heart of Nicola Valley, BC. A role in this region is ideal for someone who enjoys a slower pace of life while being just a short drive away from larger cities like Kamloops and Kelowna. Offering plenty of sunshine year round and very little rain, Merritt has excellent schools, parks, recreational facilities and other amenities as well as great economic opportunities in town and nearby. There’s a lot of history in this little town, and a welcoming vibe that greets you right away. Merritt is nestled in the valley around two beautiful rivers with easy access to lakes, trails and great spots for fishing.

As the **Branch Manager**, you will ensure overall branch sales and service strategy, marketing plans, and operations are consistent with the direction and long-term goals & objectives of Interior Savings Insurance Services. You will foster a positive team environment of employee ‘performance excellence’ by coaching and mentoring the branch team, interviewing and hiring new staff as required, identifying employee skill gaps and developing, coaching and assuring training for them, developing performance standards and conducting performance appraisals; identifying performance problems and implementing corrective plans of action, instituting progressive discipline when required, according to corporate policy, creating opportunities for employee growth and satisfaction, administering the Terms and Conditions of Employment.

You will act as a positive liaison between branch employees and the Management Team, Department Managers, and other branches. Actively build business by marketing services and products, achieve profitability of the branch, maintain a high level of client satisfaction, address escalated client complaints, perform the lead role in the sale of insurance products to clients. Provide leadership and expertise to staff members in this area when necessary, but especially when handling the more complex needs presented by clients. Achieve compliance standards for insurance sales and, when required, act as an insurance sales representative. Lead the sales management process within the branch. Build, foster and inspire employees toward a positive, strong team environment, and provide opportunities for personal growth and satisfaction. Manage branch security and ensure adherence to corporate security guidelines and procedures. Participate in management committees, and assist in the process of making business changes by contributing to the review and discussion of new developments. Maintain established procedures with respect to confidentiality, negotiable items, cash transactions, equipment and surroundings to meet safety, legal, and procedural requirements. Develop and maintain a strong image within the community with a focus on small business development. Maintains a professional standard of conduct at all times while promoting a positive image of the Insurance Agency. Other duties, as required.

**Experience**: Required
- Strong working knowledge of insurance products; knowledge of appropriate legislation and regulations; ability to meet and deal effectively with clients, resource people, employees and insurance company representatives; ability to make decisions based on consideration of all relevant information; proven ability to coach, mentor, supervise and lead managers and others; working knowledge of computerized administrative systems; strong background in day to day operational issues.
- 3 year(s): Experience with a Level II License and in a supervisory position.
- 5 year(s): Experience in the insurance industry.

Preferred
- Able to manage one of the larger branches.

**Education**: Required
- High School Diploma or better
- Canadian Accredited Insurance Broker Level 4 or better
- Canadian Accredited Insurance Broker Level 3 or better
- Canadian Accredited Insurance Broker Level 2 or better
- Canadian Accredited Insurance Broker Level 1 or better

**Licenses & Certifications**: Required
- Level 3 Insurance License

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