Insurance Team Supervisor, Advisors

1 week ago


Welland, Canada BCM (Bertie & Clinton Mutual) Insurance Company Full time

Insurance Team Supervisor

BCM Insurance Company is a thriving member of the Ontario Mutual Community, serving Niagara and Surrounding areas. Our office is based in Welland, Ontario and was formed in 1880 to service farmers in the fire insurance landscape. BCM has seen substantial growth since its inception and has seen several rebrands over the Company’s history.

OUR CORE VALUES: Trust, Kindness, Service and Professionalism, and these form and guide our organization.

OUR MISSION: To ensure kind and professional service within our communities, by building trust, while respecting our legacy.

OUR VISION: To provide the best insurance experience by protecting our communities through trust, respect, and mutuality.

Our goal is to Provide the best insurance experience possible, by protecting our communities through trust, respect and mutuality.

One of our top priorities is our people. We have been recognized, and certified, as a Great Place to Work, and have made a commitment to the Ontario Living Wage Network.

Our work environment includes:

- Modern office setting
- Growth & Training Opportunities
- Community Volunteering
- Active Social Committee
- Thriving Culture
- Social Responsibility Commitment
- Community Grant Program

With a commitment to personalized service, we offer insurance products covering home, auto, farm and commercial, all handled by our team of dedicated Insurance Advisors & Associates. At BCM, we’re not just about insurance—we’re about fostering lasting relationships with our policyholders. We are on the lookout for a new member to join our fast-growing team

The Insurance Team Supervisor at BCM Insurance plays a key role in supporting the sales team, ensuring smooth operations, and driving performance. This position works closely with the Business Development Manager (BDM) to oversee the sales department, provide guidance to Insurance Advisors and Customer Service Representatives (Associates), and maintain high underwriting quality and service standards. The Sales Supervisor is responsible for training, workflow management, quality assurance, and sales team development, contributing to an efficient and customer-focused environment.

QUALIFICATIONS WE ARE LOOKING FOR:

- University degree in Business or Communications, or equivalent experience in similar, regulated financial services environments.
- OTL or RIBO licenced.
- Chartered Insurance Professional (CIP), CAIB designation or similar considered an asset.
- Valid Ontario driver’s licence.
- Excellent communications and interpersonal skills.
- Strong customer service skills, particularly in identifying insurance related needs
- Positive attitude while adapting to changing priorities and taking ownership of one’s own work.
- Self-starter with a sense of urgency and the ability to work independently with mínimal supervision; intrinsically motivated.
- Demonstrated abilities to lead by example in word and deed.

THE SUCCESSFUL CANDIDATE WILL:

- Assist the BDM in driving departmental objectives and action items forward.
- Manage Advisor and Associate vacation scheduling, office presence, and remote work arrangements to maintain adequate coverage.
- Develop and implement workflow improvements to enhance efficiency and effectiveness.
- Maintain and oversee the Sales Department’s shared network drives, ensuring all required documentation for team members is current and accessible.
- Monitor and manage former team members’ outstanding activities or incoming external communications, ensuring smooth redistribution as needed
- Submit monthly reports to the BDM summarizing changes, achievements, and challenges within the Sales Department.
- Participate in daily communication via MS Teams and engage in sales department meetings to discuss progress, challenges, and priorities.
- Oversee and coordinate outstanding system defects, ensuring accurate documentation and prioritization for resolution alongside of system project manager.
- Develop and implement ongoing recognition initiatives to foster team morale and motivation.
- Lead the Sales Social Committee, organizing events to strengthen team relationships.
- Assist in onboarding new sales team members & ensure a smooth integration into the BCM culture.
- Work closely with the front desk reception in coordinating customer requests among the team members
- Coordinate and document team meetings & training sessions, taking attendance and tracking follow-ups.
- Approve sales department vacation requests alongside the BDM via the PayWorks portal.
- Ensure adherence to regulatory requirements, maintaining FSRA guidance compliance.
- Assist in responding to policyholder concerns as required alongside the BDM
- Champion initiatives that align with BCM’s customer experience strategy.

**Experience**:

- 6+ years insurance experience
- 5+ years supervisory experience
- 3+ years business development experience, preferably in an insurance or financial services related environment
- Familiarity with insur


  • Insurance Broker

    1 day ago


    Welland, Canada Billyard Insurance Full time

    Overview Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our...


  • Welland, Canada Billyard Insurance Group Inc Full time

    **Life & Financial Advisor**: hybrid 38 East Main Street, Welland, Ontario, Canada, L3B 3W3 full-time. November 20, 2024 Description Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive...


  • Welland, Canada CAA INSURANCE Full time

    **About Us** Our P&C Insurance Company offers a dynamic professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer. **Who we are** Get ready to drive your career forward....


  • Welland, Canada Billyard Insurance Full time

    Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at...


  • Welland, Canada Billyard Insurance Full time

    Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at...

  • Remote Life

    22 hours ago


    Welland, Canada Billyard Insurance Full time

    A leading insurance company is seeking a Life & Financial Advisor in the Niagara Region. You will help clients protect their assets and plan for the future, using innovative technology and a people-first approach. With a robust support system, you can cultivate lasting relationships and drive your business growth. Ideal candidates will hold a valid life...

  • Remote Life

    1 day ago


    Welland, Canada Billyard Insurance Full time

    A leading insurance company is seeking a Life & Financial Advisor in the Niagara Region. You will help clients protect their assets and plan for the future, using innovative technology and a people-first approach. With a robust support system, you can cultivate lasting relationships and drive your business growth. Ideal candidates will hold a valid life...


  • Welland, Canada Billyard Insurance Group Inc Full time

    **Group Benefits and Retirement Services Advisor**: hybrid 38 East Main Street, Welland, Ontario, Canada, L3B 3W3 full-time. November 20, 2024 Description Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and...


  • Welland, Canada Billyard Insurance Group Inc. Full time

    Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at the...

  • Remote Life

    1 day ago


    Welland, Canada Billyard Insurance Group Inc. Full time

    A leading insurance brokerage in Welland is seeking a Life & Financial Advisor to help clients protect their future and make informed financial decisions. You will assess clients' needs, guide them through processes, and build lasting relationships. The ideal candidate has a valid insurance license and a background in sales and service. This rewarding role...