Strategic Sales Broker Success Manager

3 days ago

Welland, Ontario, Canada RATESDOTCA Group Ltd. Full time

RATESDOTCA Group Ltd. is an innovative insurance industry leader, rapidly expanding its presence in Canada.

The Opportunity

We are seeking a results-driven Strategic Sales Broker Success Manager to oversee our Onboarding Team, guiding newly graduated Sales Brokers through their initial 4-8 weeks following Training. This role involves motivating and encouraging the team through effective coaching and mentoring to meet and exceed company goals and expectations.

Primary Responsibilities and Expectations:

  • Collaborate with Senior Management and other leads to ensure successful training outcomes for graduating classes throughout their Probationary Period.
  • Provide ongoing coaching, training, and feedback to Sales Brokers to enhance their performance.
  • Work closely with the Mentor pool to develop and deploy curriculum of operational checklists and support the team in meeting Key Performance Indicators (KPIs).
  • Partner with the Training & Development team during the practical phase (call handling) to provide regular feedback on improvement strategies.
  • Facilitate daily and weekly debriefs and training sessions on Workload Management, Sales Effectiveness, Industry Reports, and Quality Assurance/Business Analytics overviews.
  • Participate in the recruitment process to identify top talent.
  • Offer guidance and feedback to the team to enhance product/service skills and knowledge.
  • Respond to escalated calls, ensuring mutually agreeable outcomes for clients, insurers, and brokerage whenever possible.
  • Action QA results and provide feedback to team members regarding quality, ratings, and comments received on an ongoing basis.
  • Work with QA and Management to ensure file documentation and underwriting meet brokerage standards.
  • Collaborate with leadership to develop and implement processes and procedures to improve operational efficiency.
  • Actively manage phone queues to ensure team members are SLA compliant and answer inbound sales calls, quotes, and convert when Service Level Agreements are at risk of not being met.
  • Lead referral, x-date, cross-sell, and upsell campaigns as designed by the leadership team.
  • Conduct regular feedback sessions and team meetings.
  • Assume operational responsibilities as needed, including liaising with third-party technology vendors and cross-functional teams within the organization.
  • Work with Senior Management and HR on performance management issues.

Required Skills and Qualifications:

  • 1-2 years of experience in a Sales Management environment.
  • RIBO license.
  • Proven track record of increasing sales targets/metrics.
  • Strong commitment to teamwork.
  • Excellent interpersonal, presentation, and negotiation skills.
  • Proven sales ability.
  • A results-oriented professional with a strong work ethic.
  • An unwavering commitment to delivering professionalism and expertise to clients.
  • Must be organized, able to multitask, and possess excellent communication skills.
  • Computer proficiency in MS Office products such as Word and Excel.

Compensation Package:

RATESDOTCA Group Ltd. offers a competitive salary, comprehensive benefits, and an incentive bonus structure. The estimated annual salary for this position is approximately $80,000-$120,000 CAD, commensurate with experience.

Benefits and Perks:

  • A fun and dynamic work environment.
  • Your birthday off.
  • Full employer-paid benefits.
  • RRSP Matching Program.
  • Annual holiday festivities, free lunches, and more.
  • Employee satisfaction survey to voice your opinion on working at RATESDOTCA Group Ltd.
  • Free access to LinkedIn Learning.
  • Lounge and games room - ping-pong, foosball, and more.

Diversity, Equity, and Inclusion:

RATESDOTCA Group Ltd. is committed to creating a diverse, inclusive, and accessible workplace where all individuals feel valued, respected, and heard. We strive to attract and retain top talent from diverse backgrounds and perspectives, fostering an environment that promotes creativity, innovation, and growth.

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