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Branch Director

2 months ago

Greater Toronto Area, Canada CMB Insurance Brokers Full time
Job Description

Job Title: Branch President

Company: CMB Insurance Brokers

Job Type: Full-time

Location: Remote (with occasional travel to branch locations)

Job Summary:

We are seeking an experienced and results-driven Branch President to lead our insurance branch and drive business growth. The successful candidate will have a proven track record of sales leadership, commercial insurance experience, and a strong ability to build and maintain relationships with clients, carriers, and team members.

Key Responsibilities:

A. Sales:

  • Actively engage in selling activities to prospective clients and drive revenue into the branch.
  • Participate in setting branch sales targets.
  • Build and retain branch Book of Business.
  • Focus on business development through relationship-building.
  • Utilize CMB's sales process which differentiates us from other agencies.
  • Develop a strong knowledge of our resources and services and promote cross-selling opportunities.

B. Leadership:

  • Provide local leadership to branch team members; ensuring a culture that strives to deliver on CMB Core Mission, Vision and Values.
  • Participate in all Leadership Meetings, Events and Community engagements as required by IGN Corporate Services.
  • Participate in the recruitment and retention for all employment positions.
  • Provide direction and mentorship to new and experienced Sales team members.
  • Participate in weekly renewal and L10 team meetings.

C. Carrier Relationships:

  • Maintain and grow all carrier relationships at all levels.
  • Solve all marketing issues.
  • Participate in all carrier reviews and meetings.
  • Annual growth strategies with carriers.

D. Team Support:

  • Be familiar with and follow IGN Core Process, Core Mission, Vision and Values.
  • Follow EOS: Traction methodology.
  • Take all steps to avoid, and report to the COO, any potential Errors & Omissions or bad debt situations.
  • Attend and participate in Traction EOS, staff meetings and other company functions.
  • Demonstrate good leadership qualities with a positive attitude and ability to motivate others.

Key Performance Indicators:

  • Net Annual Growth, as indicated on VTO.
  • EBIDTA Performance, as indicated on VTO.

Requirements:

  • Licensed Level 2 Insurance Agent and professional insurance designation.
  • 10+ years' experience with demonstrated success leading sales in an insurance environment.
  • 5+ years' experience with commercial insurance experience is an asset.
  • Excellent communication, motivation, and negotiation skills.
  • Entrepreneurial attitude; self-motivation and growth-oriented mindset.
  • Desire to create and nurture relationships with clients and team members.