Marketing Broker Lead

Marketing Broker Lead

Commercial & Ag

ONE Insurance has proudly served the insurance needs of customers across Manitoba for over 70 years. We have earned our customers’ trust by providing the guarantee of exceptional insurance products along with exceptional service. We are seeking an experienced insurance professional to join our growing team.

About this Opportunity:
Reporting to the Director, Commercial & Ag, the purpose of this role is to lead a team of Marketing Brokers responsible for securing insurance for risks via various insurance companies. This role includes managing a book of business that would contain commercial and/or agriculture-based clients, ensure high service standards and foster strong client relationships. This dual role position requires strong leadership, technical expertise, and a client-focused approach to drive performance, ensuring compliance, and delivering exceptional service.

Leadership
- Lead, mentor, and support a team of Marketing Brokers in placing risks with appropriate insurers.
- Oversee daily operations, workload distribution, and performance metrics for the marketing team.
- Ensure compliance with industry regulations and internal standards.
- Conduct regular one-on-one meetings, performance reviews, and goal-setting sessions.
- Monitor and manage team KPIs, productivity, and service standards.
- Foster a collaborative and inclusive team culture that promotes continuous learning and innovation.
- Resolve escalated issues related to market placement, broker conduct, or client concerns.
- Facilitate training and development initiatives to enhance broker expertise and market knowledge.
- Act as a liaison between the Marketing Brokers and the Producers.

Commercial/ Agriculture Lines Book Management
- Maintain a portfolio of commercial and/or agriculture clients across various industries.
- Assess client needs, develop tailored insurance solutions, and negotiate terms with insurers.
- Provide expert advice on coverage options, risk management strategies, and claims support.
- Conduct regular reviews of client accounts to ensure coverage adequacy and identify upselling opportunities.
- Identify cross-sell and upsell opportunities to enhance client portfolios.
- Handle complex accounts and provide guidance on specialized coverage needs.

Market Placement Strategy
- Develop and implement effective market placement strategies for complex and high-value risks.
- Build and maintain strong relationships with insurance carriers and underwriters.
- Stay current with market trends, underwriting appetite, and emerging products.
- Collaborate with brokers to resolve placement challenges and secure optimal terms.

Operational & Compliance Oversight
- Ensure all placements and documentation meet regulatory and internal compliance standards.
- Collaborate with operations teams to implement process improvements.
- Review and approve submissions, proposals, and binders prepared by the Broker team.
- Support audits and reporting requirements as needed.

Qualifications/Skills:

- CAIB designation or level 2 license working towards CAIB designation.
- Experience leading and motivating staff and proven track record of exceptional customer service.
- 2-3 years’ experience with Commercial lines and/or Agricultural Book of Business
- Proven track record of leadership in overseeing teams, departments, or locations within the insurance sector.
- Demonstrated strong knowledge of market products, wordings, and technical underwriting.
- Demonstrated experience in MS Word, Excel, Outlook and general proficiency with computers.
- Ability to establish professional working relationships with marketing brokers, Underwriters and Insurance Advisors.
- Superior interpersonal skills both oral and written.
- Ability to balance multiple duties.
- Demonstrated ability to produce error-free correspondence.
- Superior listening and comprehension skills.
- Skilled at assessing customer needs and delivering solutions.
- Ability to work independently and part of a team.

What makes us the ONE to choose?
- We are a leading insurance brokerage with 28 branches, located either a short drive from Winnipeg or within the city. Each branch is exciting, unique, and provides a customer focused ONE Insurance team atmosphere.
- We provide it all; an RRSP plan, group benefits with premiums paid partially by the company, industry leading training, continuing education, and competitive compensation programs. We even provide you with a book of business

We like to work with the best Our engaging staff demonstrate ONE Insurance’s core values each day - Care, collaboration & integrity