Insurance Training

Insurance Training & Development Team Lead / Manager

**Job Overview**

**Responsibilities - Insurance Training & Development Team Lead**
- Assessing the training needs of the organization through job analysis, career paths and consultation with managers
- Developing and implementing training programs that align with the company’s goals
- Designing and delivering a range of training activities, including workshops, individual training sessions and e-learning courses
- Monitoring and evaluating the effectiveness of training programs
- Updating and maintaining training materials, including manuals, guides, and course materials
- Staying abreast of the latest trends in the insurance industry and incorporating relevant information into training programs
- Managing the incoming workflow to ensure timely completion, as well as overseeing the work of our assistant account managers to maintain accuracy, quality and timeliness in all tasks
- Providing coaching and feedback to trainees to enhance their performance and development
- Creating a supportive learning environment that encourages continuous professional development
- Collaborating with management to address and resolve any issues related to training and development
- Maintaining maximum retention of existing book by providing exceptional client service;
- Attending external client meetings as required;
- Preparing all client services documents (ie. Renewal Summaries, Proposals, Underwriting Submissions);
- Liaising with marketing on placements, renewals and midterm policy changes;
- Maintaining continuing education credits for licensing;
- Other miscellaneous duties and special projects as required.

**Who You Are**
- You have a Level 2 General Insurance License.
- Proven work experience as a Training Manager or similar role in the insurance industry;
- CAIB, CIP, FCIP or CRM designation would be considered an asset;
- Track record in designing and executing successful training programs
- You are a self-starter, who is highly organized with exceptional attention to detail;
- You have excellent verbal and written communication skills;
- You have Intermediate computer skills including Microsoft Office Suite and Applied Epic;
- You have a friendly professional demeanor with a good sense of business acumen;
- You have a natural ability to thrive in a team environment and work well with others;
- You are driven to success and can represent our brand in all insurance interactions.
- Excellent organizational Skills
- Comfortable multi-tasking and prioritizing tasks without guidance
- Punctual with strong attendance history

**What We Offer**
- Competitive salary and benefits programs;
- Professional development training/courses;
- A great collaborative work environment;
- A newly renovated office space with gourmet kitchen;
- On-site gym facility
- A positive and supportive setting which encourages the health and wellness of our team.

**ABOUT US**
Wilson M. Beck Insurance Group (WMB) is one of the largest privately held construction focused brokerages in Western Canada and was recently named the 5th Top Brokerage in Canada. WMB is a dynamic and growing business in the commercial construction, auto, and personal insurance industries. Our organization has grown over the years to include our affiliated company WBI Home Warranty Ltd., in Surrey, Advantage Mortgages and 9 other offices across Western Canada in Burnaby, Kelowna, Calgary, Kamloops, Prince George, Victoria, Fraser Valley and Edmonton. It is the goal of our organization to partner with our clients to meet their needs for effective surety bonding, project and business insurance, and financial risk management programs. As part of our team of insurance experts, you are vital in helping us reach that goal.

When you join the WMB family you work with a team full of diverse knowledge and experience. At WMB, our employees are the foundation of our organization. Together, through our commitment and passion for our clients, we have built our reputation as a respected industry leader in insurance services. Our strength is our people and their expertise - _**We care. We Help.**_

**Job Types**: Full-time, Permanent

Pay: $65,000.00-$85,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Discounted or free food
- Employee assistance program
- Extended health care
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:

- Insurance: 5 years (preferred)

Licence/Certification:

- Level 1 or 2 Insurance License (required)
- CIP or CAIB (preferred)

Work Location: In person