#22-05 - Clearwater Branch Manager

4 weeks ago

Clearwater, United States Interior Savings Full time

** #22-05 - Clearwater Branch Manager**

**Job Category****:** Insurance Services **Requisition Number****:** 2205C001627 Showing 1 location **Job Details**

**Description**

The Branch Managers support Interior Savings by developing and leading a professional client service team that is proactive in serving client needs and achieving branch objectives.

Ensure overall branch sales and service strategy, marketing plans, and operations are consistent with the direction and long-term goals & objectives of Interior Savings Insurance Services. Foster a positive team environment of employee performance excellence by coaching and mentoring the branch team, interviewing and hiring new staff as required, identifying employee skill gaps and developing, coaching and assuring training for them, developing performance standards and conducting performance appraisals; identifying performance problems and implementing corrective plans of action. Instituting progressive discipline when required, according to corporate policy, Creating opportunities for employee growth and satisfaction, Administering the Terms and Conditions of Employment.

You will act as a positive liaison between branch employees and the Management Team, Department Managers, and other branches.

Actively build business by marketing services and products: Implement plans to increase client awareness, Aggressively seek business from new and existing clients, Provide advice to clients and others on insurance related matters, Establish and maintain contacts that include, but are not limited to, solicitors, appraisers, real estate agents, and officers of other financial institutions, collections agencies, credit bureaus, community organizations, and local businesses.

Achieve profitability of the branch by: Setting short and long-term goals and objectives, Developing strategies to attain and exceed the overall growth and income objectives of the branch, Monitoring and controlling expenses, Monitoring and correcting branch performance through analysis of Branch financial statements, and preparing Branch reports as required.

Maintain a high level of client satisfaction, address escalated client complaints.

Perform the lead role in the sale of insurance products to clients. Provide leadership and expertise to staff members in this area when necessary, but especially when handling the more complex needs presented by clients.

Achieve compliance standards for insurance sales and, when required, act as an insurance sales representative.

Lead the sales management process within the branch.

Build, foster and inspire employees toward a positive, strong team environment, and provide opportunities for personal growth and satisfaction.

Manage branch security and ensure adherence to corporate security guidelines and procedures.

Participate in management committees, and assist in the process of making business changes by contributing to the review and discussion of new developments.

Maintain established procedures with respect to confidentiality, negotiable items, cash transactions, equipment and surroundings to meet safety, legal, and procedural requirements.

Develop and maintain a strong image within the community with a focus on small business development.

Maintains a professional standard of conduct at all times while promoting a positive image of the Insurance Agency.

Other duties, as required.

**Qualifications**

**Skills**

**Behaviors**

**:**

**Motivations**

**:**

**Education**

**Required**

Canadian Accredited Insurance Broker Level 1 or better.

Canadian Accredited Insurance Broker Level 2 or better.

Canadian Accredited Insurance Broker Level 3 or better.

Canadian Accredited Insurance Broker Level 4 or better.

**Preferred**

Some college or better.

**Experience**

**Required**

**3 years:** Experience with a Level 2 License in a supervisory position

**5 years:** Insurance industry experience

**Licenses & Certifications**

**Required**

Level 3 Insurance License

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