Branch Team Leader

Jul 1, 2024

Penticton, British Columbia, CA


We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. 


Our people are:

  • Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
  • Empowered with a sense of accountability and autonomy to take ownership of their work.
  • Treated with respect and act with integrity by putting clients, colleagues, and community first.
  • Recognized for their achievements and celebrate festivities, big and small, to make work fun.


We also proudly offer most employees the opportunity to become owners. With over 550 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible.


Join our award-winning network of over 1,000 professionals across Canada and change the way people feel about insurance.




The Branch Team Leader works to align our Autoplan, Personal lines and Commercial teams through guidance, instruction, coaching and positive leadership to achieve growth goals. They are solution oriented and encourage continuous improvement in the area of external and internal client service. A Team Leader creates effective interpersonal relationships that foster professional growth of their team and their peers. The role is responsible for overall branch production retention and growth as well as recruitment, motivating a team and performance management.   


Job Details 

Status: Full-Time, Permanent 

Location: Penticton 

Work Arrangement:  In office 


Compensation: Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual and team performance.  The typical hiring range for this position is from $60-000 - $90,000 CAD annually; the pay offering is based on location and will vary depending on related insurance experience, knowledge, skills, and internal equity.   


Primary duties include, but not limited to, the following: 

  • Player/Coach ability to mentor and lead team to exceed client expectations 

  • Service a book of business in either personal lines or commercial based on past experience 

  • Sets and trains on client service expectations 

  • Selection and Recruitment process; workforce planning 

  • Assessing current and new staff’s abilities to learn and organizing training, adjust training needs based on learning styles 

  • Handles difficult situations in a calm, professional manner 

  • Show gratitude and appreciation towards team and clients 

  • Understanding of what activities drive production; sets goals to encourage growth 

  • Performance management or performance correction with team members to encourage professional development 

  • Supportive of other Team Leaders; attends and contributes ideas in team leader meetings 

  • Communicates achievements and changes with team members. 

  • Acts in a fair, ethical and professional manner 


Competencies & Qualifications: 

  • Strong  Autoplan knowledge, with the ability to complete a ICBC Autoplan transaction 

  • Creates an environment where everyone wants to do their best. 

  • Level two general insurance license 

  • Committed to continuous improvement 

  • Strong client service skills 

  • Proven ability to interact professionally and effectively with team members and clients 

  • Strong attention to detail 

  • Positive influence and the ability to influence team members 


Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have 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.


Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.