Branch Leader, Personal & Commercial Insurance

Janzen Insurance is now part of Acera Insurance.

As an employer of choice, Acera 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 650 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 1,200 professionals across Canada and change the way people feel about insurance.

Job Details:

Location: Surrey, BC

Status: Full-time, permanent

Pay Range: $70,000 to $95,000

Job Summary

We are currently seeking a motivated and client-focused Branch Leader, Personal & Commercial Insurance to join our team. This unique opportunity is designed for an experienced insurance professional who is eager to grow into a leadership role while expanding their expertise into the commercial insurance space.

Initially, the role will focus on providing outstanding client service and insurance expertise, with the intention of transitioning into a Branch Leader position. The ideal candidate will have strong technical knowledge of personal and commercial insurance, a passion for client service, and the ability to mentor and guide colleagues as they develop their own expertise.

Primary Duties Include, But Are Not Limited To:

• Recommend and provide Auto, Personal, and Commercial Insurance products to clients.
• Process renewals, endorsements, cancellations, changes, and service new walk-in & phone-in business.
• Update and maintain automated forms for new business, endorsements, renewals, and claims.
• Promote and recommend optimal coverage and additional products available.
• Collect payments from clients efficiently and in a timely manner.
• Provide an outstanding client service experience.
• Review existing client policies and market as necessary.
• Educate clients on their business risks and insurance coverage.
• Assist in creating submissions, proposals, and cover notes that highlight our unique approach to mitigating business risk.
• Monitor client satisfaction by maintaining strong relationships and tracking service commitments.
• Advocate for changes and additions to service plans that increase value for clients.

Leadership & Team Development Responsibilities:

• Act as a player/coach, mentoring and guiding team members to exceed client expectations.
• Train and set client service expectations within the team.
• Support recruitment, selection, and workforce planning processes.
• Assess and facilitate training for current and new staff, adjusting based on learning styles.
• Address difficult situations in a calm, professional manner while maintaining a client-centric approach.
• Motivate and support team members through performance management and professional development.
• Actively contribute to Team Leader meetings by sharing ideas and best practices.
• Foster a collaborative and positive team environment.
• Communicate achievements and changes effectively within the team.
• Ensure a fair, ethical, and professional workplace culture.

Competencies & Qualifications:

• Level 2 BC General Insurance License.
• Minimum 5 years of insurance experience (Auto, Personal, and Commercial).
• Strong knowledge of ICBC Autoplan and the ability to complete transactions.
• Working knowledge of insurance document management software.
• Proven ability to deliver an exceptional client service experience.
• Strong verbal and written communication skills.
• Excellent organizational skills with the ability to work under pressure.
• A positive influence with the ability to mentor and guide team members.
• Demonstrated leadership potential and commitment to continuous improvement.
• Ability to maximize efficiencies by leveraging technology, tools, resources, and information.

Janzen Insurance joined Acera Insurance in June 2024.

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 60 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, and $1.3 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.