Personal Lines Sales Manager

6 days ago


Welland, Canada Billyard Insurance Group Inc Full time

**Personal Lines Sales Manager**:
hybrid
38 East Main Street, Welland, Ontario, Canada, L3B 3W3
full-time. August 5, 2025

Description

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 the center of our decisions as we embrace a _Client First, Always_ mindset. We believe in the power of teamwork to _Achieve More Together_, combining strengths to deliver meaningful solutions. Finally, we _Innovate with Purpose_ by leading the digital insurance revolution, consistently driving quality, enhancing client service, and empowering brokers.

With over 80 locations across Canada and recognition as one of Canada’s Top Growing Companies, BIG is shaping the future of insurance. Join us as we continue to redefine the industry with innovation, collaboration, and excellence.

The Personal Lines Sales Manager is responsible for leading a high-performing, multi-channel sales team that includes Digital Sales Brokers, Broker Partner Sales & Service Brokers, and Insurance Broker
- Producer This role is accountable for driving profitable new business growth, achieving targets, and ensuring the quality and compliance of all personal lines business. The Manager provides strategic direction, coaching, and operational oversight to optimize sales performance across channels. Success in this role requires a strong understanding of brokerage operations, carrier partnerships, and a commitment to delivering exceptional client service.

**What does the Personal Lines Sales Manager do?**
- Provide direct leadership and coaching to a diverse sales force (Digital Sales Brokers, Broker Partners Sales & Service Brokers, Insurance Broker - Producers) to drive individual and team performance aligned with business objectives.
- Set clear KPIs, performance expectations and goals for each team.
- Monitor, analyze, and act on sales metrics and retention data to ensure targets are consistently met or exceeded.
- Identifies areas of underperformance or risk within Broker Partner and Broker Producer channels and communicates findings to senior leadership.
- Supports senior leadership in making informed decisions regarding continued engagement or contractual changes for Broker Partners and Insurance Broker
- Producers.
- Ensures all performance management practices are compliant with the contractual nature of the Broker Partner and Producer relationships.
- Ensure all new business meets company underwriting standards and carrier-specific guidelines.
- Guide the Broker Partner Sales channel to maximize productivity and compliance of independent sales representatives.
- Support all producers in growing personal lines books through coaching, training, and performance feedback.
- Partner with the Director of Brokerage Operations to develop tactical plans aligned with strategic priorities.
- Identify training and development opportunities for team members to elevate knowledge, confidence, and performance.
- Lead regular performance reviews, providing timely feedback and recognition to foster engagement and accountability.
- Oversee use and optimization of Broker Management Systems, and Microsoft Office tools to ensure data integrity and operational efficiency.
- Actively resolve escalated client or carrier issues to maintain strong relationships and uphold service excellence.
- Ensure full regulatory compliance in all sales activity and documentation, promoting a culture of ethical conduct.
- Collaborate cross-functionally with service, underwriting, and claims teams to ensure a seamless client journey.
- Foster a collaborative, inclusive team culture that reflects the organization's values and enhances employee satisfaction.
- Continuously evaluate personal lines market trends and competitor activity to identify growth and innovation opportunities.
- Ensure service delivery standards are consistently met or exceeded.
- Has full hiring and termination authority for the Digital Sales team, including responsibility for onboarding, coaching, and performance management.
- Provide coaching, training, and mentorship to drive high performance and skill development.
- Conduct regular file audits and performance reviews to maintain high-quality submissions and minimize underwriting issues or cancellations.
- Liaise with underwriting and carrier partners to troubleshoot issues and maintain strong working relationships.
- Implement initiatives to improve client onboarding, satisfaction, and retention.
- Monitor retention metrics and work with teams to proactively address potential churn.
- Collaborate cross-functionally with operations, training, marketing, and compliance teams.
- Prepare regular reports on sales performance, pipeline health, retention, and



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