Insurance Services Manager

• Develops the operational financial objectives & budget for the insurance location.
• Achieves annual insurance goals and results as defined in the annual business plan and budget.
• Monitors insurance results and verifies reports as prepared by ICBC and other insurance companies.
• Develops and maintains profitable growth of the location by controlling expenses through the application of internal checks and balances and maximizing income opportunities.
• Reports insurance results (financial, service and sales related, operational) to head office as required.
• Develops annual insurance business plans and budgets for the insurance division.
• Monitors insurance results, prepares, and presents reports as required.
• Obtain and evaluate general and specific business conditions and maintain reporting lines to senior management.
• May oversee more than one location.
• Proactively seeks ways for insurance operations to contribute to corporate results including the submission of ideas and suggestions (i.e., new products or services).

• Achieves results through insurance staff by being viewed as a leader within the office.
• Reinforces corporate direction and culture within the insurance office.
• Demonstrates support for corporate initiatives.
• Builds and contributes to a positive office environment that encourages insurance employees to develop to their fullest potential, demonstrate professionalism, achieve established results, provide legendary service and sales to members, and maintain their satisfaction with Integris.
• Create a work environment conducive to a highly motivated and productive work force.
• Communicates organizational and insurance information in order to keep staff up to date and well informed.
• Reinforces corporate direction and culture within the insurance division.
• Takes a leadership role within the insurance division.
• Responsible for the implementation and communication of approved products and services and provides training if required.
• Assess licensing and education needs of the insurance division and informs Training Specialist of needs.

• Provide a proactive service and sales model for all staff.
• Sets service and sales expectations and standards.
• Achieves annual office service and sales goals and results as defined.
• Tracks office and individual service and sales results.
• Provides coaching to direct reports to enhance level of service provided to members and increase level of needs based sales.
• Direct and support the implementation of new insurance products and services and campaigns (seasonal focus) as introduced by the Marketing department.
• Provides assistance in resolving high-level member complaints.
• Oversees the provision of quality internal service by direct reports in order to build an organizational team.
• Encourages cross referrals across divisions within the branch (i.e., Insurance to Credit Union, financial Planning, Retail & Commercial Banking).
• Participates in the development of a strong service and sales culture within the insurance division.
• Participates in the design of marketing campaigns.
• May lead corporate service and sales initiatives within the insurance environment.

• Operate within approved budgetary cost controls.
• Demonstrates sound judgment in assessing and taking risks within all areas of insurance operations.
• Ensure the smooth operation of the office by directing the utilization of staff, ensuring adequate level of branch resources (i.e. equipment and supplies), determining facilities allocation, promoting adherence to established policies and procedures, and maintaining proper security procedures.
• Responsible for the effective utilization and protection of human, financial, and physical assets for the office.
• Ensure office compliance with organizational security procedures, policy limits, external and internal policies, procedures and regulations, and reporting requirements.
• Formulate and recommend operating policies and procedures and ensure compliance with company policy and government regulations.
• Provide direction and support to direct reports in all aspects of office operations.
• Monitors office operations and reports to identify potential issues of non-compliance and provide solutions as necessary.
• Participates in the recruitment of staff that fit the Integris culture and positively contributes to the insurance environment and results.
• Responsible for the implementation of effective internal policies and procedures for the insurance division.
• Provides support, guidance, and troubleshooting to all insurance locations by addressing needs, problems, and complaints as they arise.
• Implements and monitors internal practices that are in compliance with all industry regulatory bodies, contracted insurance companies, and security policies of the Credit Union.
• Responsible for compliance with all regulatory guidelines as established by the Insurance Council of BC for licensing purposes including the insurance, renewal, and termination of staff licenses.

• Primary responsibility is to coach, mentor, and support insurance staff to ensure established results are achieved, members receive legendary service, and policies and procedures are followed.
• Be a role model for other staff.
• Oversee day-to-day performance of Insurance staff.
• Deal with staff performance issues.
• Deal with staff human resources issues.
• Complete and conduct Performance Coaching process with input from CBSL and Branch Manager.
• Develop direct reports for current position responsibilities and assist with career development.
• Identify training requirements and provide/oversee training as required (i.e., organizational training, CBTs, on-job training, products and service knowledge, peer to peer training).

• 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 in order to represent the Insurance division and provide information and input regarding this specialty area.
• Provide insurance support and input for experts involved in special projects (i.e., product design, insurance systems, and member marketing).

• Level 2 License required
• CAIB designation preferred.
• 4 plus years' experience in the Insurance industry, with some supervisory experience preferred.
• Working knowledge of insurance systems.
• Working knowledge of software applications used by Integris (Word, Excel, Outlook, Internet).

Groom & Associates