Insurance Services Manager

Overview

Integris Insurance Services, a wholly owned subsidiary of Coastal Community Credit Union has a full-time, permanent opportunity as an Insurance Services Manager in our McBride branch.

Primary Responsibilities

Fully responsible for insurance branch operations, including staff performance, leadership development and financial results.

Personal & Professional Development

The ideal candidate for this role will have:

• CAIB designation preferred and a Level 3 Insurance License.
• 5 – 10 years’ experience in the Insurance industry, with some supervisory experience preferred.
• Integris will consider a lesser qualified candidates having a desire to pursue a higher level role in a growth position, with a:
• Level 2 Insurance licensed, and 5 years progressive insurance experience.

Salary range for Insurance Services Manager

$71,799.00 to $86,853.00 per year.

Total Rewards

• Employer paid pension plan.
• Generous paid time off options to foster work-life-family balance.
• Extended health & dental benefits.
• Time off for Volunteering.
• Vision Care.
• Short-term and Long-term disability insurance.

Main Accountabilities

• Develops annual insurance business plans, budgets, and financial objectives to achieve corporate goals
• Monitors insurance results, verifies reports, and presents financial, service, and operational outcomes to senior management and head office.
• Ensures profitable growth by controlling expenses, applying internal checks and balances, and maximizing income opportunities.
• Evaluates business conditions, maintains reporting lines to senior management.
• Proactively identifies opportunities for insurance operations to enhance corporate results, including new products or services.

Insurance Leadership & Management

• Establishes self as a leader within the branch, guiding staff to achieve results and reinforcing corporate directions and culture.
• Fosters a positive, professional work environment that encourages employee growth, motivation and productivity.
• Keeps staff well-informed by effectively communicating organizational updates, insurance information, and corporate initiatives.
• Oversees the rollout of approved products and services, providing necessary training and support.
• Assesses staff licensing and educational needs, collaborating with the Talent Development Specialist to ensure compliance and professional development.

Services & Sales

• Establishes proactive models, sets expectations, and drives achievement of annual office goals while fostering a strong service and sales culture.
• Tracks office and individual results, provides coaching to enhance service levels and promotes needs-based sales.
• Directs and supports the launch of new insurance products, services, and seasonal marketing campaigns to drive growth.
• Ensures high-quality service delivery, resolves high-level member complaints, and encourages cross-referrals across divisions.

Insurance Operations & Risk

• Ensures compliance with industry regulations, internal policies, and security procedures while demonstrating sound judgment in assessing and mitigating risks.
• Oversees office operations, resource allocation, and budgetary controls to maintain smooth and cost-effective business functions.
• Formulate, recommend, and enforce policies and procedures in alignment with company goals and regulatory requirements.
• Leads, supports, and recruits staff to foster a productive and compliant insurance environment.
• Ensures the effective utilization and security of human, financial, and physical assets across the organization.

Performance Management

• Coaches, mentors, and supports insurance staff to ensure established results are achieved, members receive legendary service, and policies and procedures are followed.
• Acts as a role model for other staff.
• Oversees day-to-day performance of Insurance staff.
• Deals with staff performance issues.
• Deals with staff human resources issues.
• Completes and conducts Performance Coaching process with input from the HR team.
• Develops direct reports for current position responsibilities and assists with career development plans.

Corporate Planning & Projects

• Works with and appropriately uses the expertise of other department’s specialties.
• Provides input and support to senior management that assists in creating and maintaining a member focused, service and sales organization including type of products and services.
• Provides branch support and input for experts involved in special projects (i.e., product design, banking systems, and member marketing).
• Participates in annual corporate business planning to represent the Insurance division and provide information and input regarding this specialty area.
• Provides insurance support and input for experts involved in special projects (i.e., product design, insurance systems, and member marketing).

Technical Knowledge & Applications

• Working knowledge of insurance systems.
• Working knowledge of software applications used by Integris (Word, Excel, Outlook, Internet).

Position Closing Date

Until Filled

#J-18808-Ljbffr