Team Leader, Commercial Client Experience, Real Estate

Acera Insurance Services Ltd.Burnaby, BC
CA$90,000 - CA$115,000Onsite

About The Position

Acera Insurance is seeking a Team Leader, Commercial Client Experience, Real Estate to oversee the daily operations and workflow of the members on our Real Estate team. This role reports to the Managing Director Commercial Operations, BC/YT. Acera Insurance is the largest independent, employee-controlled brokerage in Canada, proudly 100% Canadian owned and operated, with over 70 locations across Canada. We offer individuals, families, and businesses unbiased insurance and risk management solutions with a distinct Canadian perspective. Our collaborative work structure combines our people's strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

Requirements

  • Level 2 BC General Insurance License.
  • Demonstrated leadership skills and commitment to continuous improvement.
  • Minimum two years of experience working on commercial accounts.
  • Intermediate to Advanced with Microsoft Office programs, primarily Excel.
  • Strong organizational skills and adaptability to workflow or procedure changes.
  • Excellent customer service and conflict resolution skills.
  • Strong knowledge of market conditions, insurance products and policy wordings.
  • Ability to maintain a positive attitude and professional working relationships with clients, underwriters, and colleagues.

Nice To Haves

  • Experience working with EPIC would be considered an asset.

Responsibilities

  • Fostering a collaborative and positive team environment.
  • Supporting continuous learning and development of individuals and teams.
  • Organising the onboarding, training, optimization, and career development for Client Advisors and Associates.
  • Collaborating with the Director of Real Estate and People & Culture team to ensure appropriate support across the sales team.
  • Supporting recruitment, selection, and workforce planning processes.
  • Motivating and supporting team members through performance management and professional development.
  • Providing coverage for Client Advisors and Associates responsibilities during peak periods or as needed.
  • Managing workflows, resource allocation and coordinating with other departments/teams to optimize processes.
  • Communicating Real Estate Programs process or policy changes to Acera-wide Real Estate Client Advisors and Associates.
  • Conducting audits, reviewing files, and reporting on key metrics to support continuous improvement.
  • Other duties as required.

Benefits

  • Comprehensive group benefits
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