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Personal Lines Team Leader - Manager Leading a Meeting in a Conference Room

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Learn more about the Personal Lines Team Leader role at The Magnes Group.

Position Summary & Objective

A Team Leader will effectively perform the essential functions & duties of one’s primary role in addition to the elevated supervisory responsibilities outlined below which provide leadership and support to their designated teams.

Essential Functions:

  • To promote the company core values & competencies through leading by example in all interactions with team members
  • To be the point person for the combined AA and AM teams on general day to day operational issues
  • Develop advanced knowledge of BMS and corresponding workflows
  • To promote accountability for quality of work and key performance goals within the teams
  • Run various monthly reports (key performance measurement reports, production, retention,
    expiration, outstanding processing, and general audits, etc.)
  • Conducting positive and purposeful team meetings
  • Provide support for other team members as needed (AA, Personal AM or HNW team members)
  • To participate in the recruitment and training of new hires within the team, as well as providing ongoing feedback, day to day coaching and mentorship
  • To work with Management to prepare an annual Performance Management Plan (PMP) to each member of the team.
  • To escalate employee concerns and performance issues within the team to Management or Human Resources, prior to any potential disciplinary action.
  • To maintain confidentiality on all discussions with Management.

Additional Duties

  • To schedule and approve requests within the team for vacation & personal days, as well as maintain up to date records of attendance, including sick days, for year-end reconciliation.
  • To manage team-building expenses, as per an annual budget approved by Management.
  • Maintain RIBO license and other provincial licenses as required
  • Cultivate strong relationships with underwriters
  • Maintain advanced knowledge of markets and underwriting appetite
  • Complete Leadership Training course

Performance Expectations

  • Adherence to department workflows.
  • Adherence to department service standards to clients, employees & vendors.

Core Competency Standards

  • ACCURACY AND ATTENTION TO DETAIL – Ability to perform work accurately and thoroughly.
  • COMMUNICATION – Ability to communicate effectively with others using the spoken and written word. Ability to actively attend to, convey, and understand the comments and questions of others.
  • CONFIDENTIALITY – Ability to maintain strict confidentiality in accordance with MAGNES privacy guidelines for client and employee information, as well as proprietary information.
  • CUSTOMER-ORIENTED – Ability to take care of the customers’ needs while following company procedures.
  • RELIABILITY – The trait of being dependable and trustworthy.
  • TEAMWORK – Ability to be part of a team and work cohesively to achieve goals.
  • TIME MANAGEMENT – Ability to utilize the available time to organize and follow a systematic method of prioritizing tasks in order to complete work within given deadlines.
  • PROFESSIONALISM – Represent MAGNES professionally both internally and externally at all times.
  • INITIATIVE – Ability to make decisions or take actions to solve a problem or reach a goal.
  • SELF-MOTIVATED – Ability to be internally inspired to perform a task to the best of one’s ability using his or her own drive or initiative.
  • RESPONSIBLE – Ability to be held accountable or answerable for one’s conduct.
  • RESPECT – Values the backgrounds, experiences, opinions, feelings, and the contribution of everyone in the course of delivering our services.
  • INTEGRITY – Recognizes that building trust demands honesty. Displays a commitment to doing what we promise. Ability to be truthful and be seen as honest and credible in the workplace.
  • INNOVATION – Constantly strives to improve both our culture and the value proposition to our customers by searching for better solutions, processes, and tools.

Job Specific Competency Standards

  • ANALYTICAL SKILLS – Ability to use thinking and reasoning to solve a problem.
  • ASSERTIVENESS – Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.
  • CHANGE MANAGEMENT – Ability to encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities.
  • COACHING AND DEVELOPMENT – Ability to provide guidance and feedback to help others strengthen specific knowledge/skill areas.
  • CONFLICT RESOLUTION – Ability to deal with others in an antagonistic situation.
  • CONSENSUS BUILDING – Ability to bring about group solidarity to achieve a goal.
  • DECISION MAKING – Ability to make critical decisions while following company procedures.
  • DELEGATING RESPONSIBILITY – Ability to allocate authority and/or task responsibility to appropriate people.
  • EMPATHETIC – Ability to appreciate and be sensitive to the feelings of others.
  • NEGOTIATION SKILLS – Ability to reach outcomes that gain the support and acceptance of all parties.
  • PERSUASIVE – Ability to influence others to change position or to adopt a specific point of view.
  • PROBLEM SOLVING – Detects potential problems at an early stage and seeks to solve them before they escalate. Uses analytical skills and creativity to solve problems. Knows when to ask for assistance or advice. Utilizes the available resources of the company.
  • PRODUCT AND MARKET KNOWLEDGE – Understanding and awareness of products and services offered, not only by MAGNES, but also by competitors. Takes the time to understand customer needs and is able to match products and services to those customer needs. Up to date on current industry changes.
  • PROJECT MANAGEMENT – Ability to organize and direct a project to completion.
  • RELATIONSHIP BUILDING – Ability to effectively build relationships with customers, suppliers, and co-workers.
  • TEAM BUILDER – Ability to convince a group of people to work toward a goal.
  • TECHNICAL APTITUDE – Ability to comprehend complex technical topics and specialized information.
  • WORKING UNDER PRESSURE – Ability to be flexible and complete assigned tasks under stressful situations in a professional manner.

Skills and Qualifications

  • Education – University Degree, preferred
  • Languages – Ability to speak French would be an asset
  • License & Certification – RIBO License required, CAIB, CIP, & CRM is an asset
  • Industry Experience
  • Proven industry and managerial experience in Personal Lines
  • Brokerage experience would be an asset
  • Computer Skills – Proficiency in EPIC, advanced MS Office & Excel skills

Compensation

  • Salary
  • Bonus Incentives
  • Vacation Days
  • Personal Days & Birthday
  • Sick Days
  • Group Benefits Plan
  • Registered Retirement Savings & Pension Plan
  • Education Reimbursement
  • Recruiting Referral Fees

About The Magnes Group

The Magnes Group Inc is one of Canada’s leading independent insurance brokerages. Magnes has unique commercial insurance expertise in several industry niche markets, as well as private client insurance and corporate group benefits consulting. Magnes offers specialized services ranging from global insurance placement to innovative risk management strategies.

Magnes is licensed nationally across Canada with offices in Oakville, Toronto, Vancouver, and Montreal. Magnes is also proud to be a member of the exclusive Assurex Global Network. Our clients benefit from strategic international partnerships with the ability to “think globally and act locally”.

Magnes proudly employs some of the best insurance professionals in the business. Our team consists of a dynamic group of individuals, including some of the brightest minds in risk management. Our vision is to be a “magnetic” organization that naturally attracts and retains the very best-in-class of clients, suppliers, partners, and most importantly, our employees.

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