Team Lead, Personal Insurance

Position Summary

The Team Lead will work closely with the Manager to ensure team members remain current with procedures, policies, and operational processes while fostering a culture of continuous improvement and service excellence. The role supports the identification and implementation of operational efficiencies and plays a key leadership role in executing operational, tactical, and strategic initiatives.

Key Activities

Team Development

• Provide ongoing support and departmental training to employees as required
• Maintain strict confidentiality regarding corporate and employee matters
• Coach and mentor both new and experienced team members
• Partner with employees to identify and improve performance gaps
• Communicate and reinforce the corporate vision and departmental objectives
• Lead by example, modeling professionalism, accountability, and service excellence

Operational

• Serve as the day-to-day resource for employee inquiries related to technical matters, training, and change management
• Continue to perform the duties of an Insurance Advisor to support team capacity and maintain current product and workflow knowledge
• Assist with departmental problem-solving in the absence of the Manager or Supervisor
• Foster positive employee and client relationships
• Address client concerns and complaints effectively, escalating when appropriate
• Contribute to overall office organization, efficiency, and workflow optimization
• Ensure compliance with insurer requirements and BC Insurance Council regulations
• Support and promote corporate initiatives within the team
• Stay current on new systems, training updates, and procedural changes
• Develop, update, and refine workflows as needed
• Assist in implementing and reinforcing call center best practices

Additional Responsibilities

• Support special projects as assigned
• Prepare month-end reporting and reconciliation
• Conduct audits to ensure accuracy and compliance
• Perform other duties as assigned by the Manager

Qualifications

• Minimum two (2) years of habitational experience supporting major carries
• General Insurance Level 2 License (required)
• Intermediate computer proficiency, including experience with insurance management systems and Microsoft Office applications
• Exceptional customer service skills with a client-focused approach
• Strong written and verbal communication skills

The expected salary range for this position is $55,000 to $65,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Our Culture Starts with You

• We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business

• We want you to be INNOVATIVE and open to sharing your ideas

• You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.

• You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER

• You work with a high degree of INTEGRITY and ACCOUNTABILITY

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

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