Insurance Agency Operations Manager (Commercial and Personal)

Region: Halton Region, Peel Region

Work Preference: Hybrid

  • ID: VIP000007526
  • Description: Positive and knowledgeable managerial candidate has a knack for streamlining service, providing operational support, implement & execute training strategies, monitoring team performance, mentoring new staff, setting them up for success. She reviews metrics and conducts 1 one 1 meetings, as well as department/managerial meetings & providing input on interviews She views her team & colleagues as a family, & has great rapports with them. She is well versed in managing sales and service teams.
  • Goal: To work at a safe , stable brokerage, where she can assist the President, HR, mentor a team, assist the staff and brokerage achieve great success collaboratively
  • Accomplishments: Assisted in the implementation of several new processes, ensuring her team was set up for success and felt supported. She is the go to for any departmental issues. She treats her team like a family and a result, the staff clients feel supported. She is helpful and knows how to identify those who need support, and those who aren't a good fit. She goes the distance to set her teams up for success, combing her managerial experience with her many years of experience working on small to large complex accounts in sales and service
  • Systems: POWERBROKER, EPIC, TAM, SIG XP, COMPU QUOTE, ON SALES AND MANAGEMENT SIDE
  • Markets: All Major Portals, All Major Markets and MGA's
  • Years of Experience: 30 years of Experience between RIBO and OTL Insurance
  • Salary: 115k plus bonus
  • Education: Writing her OTL equivalency to obtain RIBO (has gone back from RIBO to OTL before, highly confident in getting her RIBO reinstated)
  • Languages: English
  • Location: Oakville - Stoney Creek, Mississauga
  • Area of Expertise: Management PL and Commercial Lines, CONSTRUCTION, CONTRACTORS, REALTY, E&O, D&O, CYBER, FLEET, CGL, HOSPITALITY, MOST MAJOR RISKS, & PL Retail
Additional Comments
She is managing a team of 18-19, providing mentorship guidance, structure, using positive and open communication as a tool for success. She has experience in managing High Value clients, and is able to assist as needed, or provide support to her team. She organizes her time as needed, whether it be mentoring team, assisting the president with various tasks, analyzing and implementing processes, monitoring in house compliance, she has done it all. Incredible leader.
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