Personal Insurance Centre-Winnipeg Team Lead

Ignite your potential. Impact what matters.

Hi were HUBa network of doers with diverse stories and a shared goal to support our clients and communities. To do it we believe in supporting each other because great work happens when people come together and that means building a team where anyone can spark an idea and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.

When you partner with us youre at the center of a vast network of risk insurance employee benefits retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacyso youre ready for tomorrow.

The Opportunity:

The Personal Insurance Centre-Winnipeg Team Lead is a supervisory role responsible for the day-to-day oversight coaching and performance management of the Personal Insurance CentreWinnipeg. This role serves as the primary point of contact for operational questions workflow issues and process adherence across the Personal Insurance Centre--Winnipeg. The Team Lead is the first point of contact for client related escalations and is responsible for the day-to-day operations working closely with the Regional Manager. The Team Lead ensures that established Service Level Expectations are followed consistently that service delivery timelines are met and that team members receive the coaching and mentorship they need to develop professionally and perform at a high level.

The Team Lead does not carry a dedicated book of business but must have sufficient technical knowledge of personal insurance operations to step in and support account manager books as needed troubleshoot complex file issues and provide credible guidance to team members on day-to-day tasks including renewals endorsements accounting discrepancies EPIC management and accounts receivable follow-up. The Team Lead prepares and delivers monthly and quarterly operational reports as directed by the Regional Manager including but not limited to AR aging summaries expiry reports and retention reports. The Team Lead is expected to refine report formats and content as needed to support departmental decision-making.

The Team Lead works closely with the Regional ManagerPersonal Insurance Centre Winnipeg to align team performance with broader operational goals escalate systemic issues and contribute to process improvement initiatives. While the Regional Manager remains actively involved in strategic direction and key decisions the Team Lead manages the daily execution.

Full time opportunity at our 1661 Portage Ave location

What Were Looking For

• Minimum 5 years of experience in personal insurance operations

• Previous supervisory team lead or mentorship experience is strongly preferred

• CAIB designation (or completion of CAIB 1 2 and 3) is required; CIP designation is an asset

• Level 2 insurance license is required

• Motivated to help support a diverse team and contribute to a team environment

• Pro-active problem solver and a self-starter with a keen attention to detail

• Demonstrated ability to communicate effectivity in both written and verbal

• Works well in a fast paced client-focused environment

• Proficiency in windows-based computer systems

Why Join HUB

• An exceptional welcoming and inclusive company culture

• Excellent compensation benefits RRSP match referral incentives and company perks

• Work flexibility

• Paid educational training and vast learning opportunities.

• Room for advancement and growth within the organization.

• Paid day off for your birthday we want to celebrate you!

What makes us different than all the rest

Our Vision:To be everywhere risk exists today and tomorrow. Helping protect what matters most.

Our Mission:To protect and support the aspirations of individuals families and businesses. To empower our employees to learn grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship: We encourage innovation and educated risk-taking

• Integrity: We do the right thing every time

• Teamwork: We work together to maximize results

• Accountability: We measure and take responsibility for outcomes

• Service: We serve clients communities and colleagues

Ready to join HUB and build a career in a rapidly growing industry Apply today for the Personal Insurance Centre - Winnipeg Team Lead opportunity at our 1661 Portage Ave location.

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

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Employment Type : Full-Time
Experience: years
Vacancy: 1