The Insurance Program Manager is accountable for maximizing growth and supporting operational delivery of the Insurance program within assigned accounts. The Insurance Program Manager will work with the team to execute on established plans, strategies, and marketing initiatives. This role will support appropriate action plans and initiatives to maximize Insurance growth within the assigned accounts and the main contact for Insurance sales and service requests. In addition, this individual is responsible for client retention, revenue growth, training, service, and sales support.
- Application Deadline
- March 22, 2024
- Department
- Customer Service
- Employment Type
- Permanent - Full Time
- Location
- Burnaby, BC
- Workplace type
- Hybrid
What you will do
- Support Insurance program growth, deliver monthly program results, uncover individual program drivers, analytics etc. that will drive effective partner review sessions and regularly updated action plans.
- Work with Client Office team to determine Insurance sales goals and opportunities for each partner.
- Utilize product training, coaching and recognition programs to motivate product sales and encourage overall revenue growth.
- Communicate and collaborate with internal team members to ensure Insurance products and services are being implemented and administered to partners expectations.
- Maintain an understanding of Credit Union regulations and market trends to ensure proactive results and adding value to our partners.
- Create and build relationships with CU staff and key program management to support the execution of business plans.
- Coordinate activities with partners to ensure support for product engagement, training account management functions.
- Prepare and support presentations for partner meetings with documentation, facts, figures, and other required documents.
- Perform reviews of product quality and effectiveness for recommendations to client.
- Project a professional company image and provides excellent quality of service to corporate clients’ members and staff within the company guidelines.
- Attend credit union annual general meetings and other relevant seminars and meetings, as assigned.
- Perform other related duties, as assigned.
What you will bring
- 5 years lending, credit union or financial industry experience.
- Post-secondary education will be an asset.
- LLQP Life License is an asset- if you do not have this license you will be expected to obtain it within the first 90 days of employment.
- Exceptional sales and customer service skills along with demonstrated ability to build relationships and maintain current business.
Why join?
- Flexible work arrangements with monthly financial allocations to support your work-life balance;
- Generous starting paid vacation time, plus additional vacation days for every year of service;
- Paid volunteer day so you can dedicate time to a cause you are passionate about;
- Paid personal and wellness days to support your total wellbeing;
- Educational assistance of up to $3,500 a year (with approval from your manager);
- Flexible health and wellness account (in addition to comprehensive drug and dental coverage)
to help pay for a wide range of wellbeing services that are meaningful to you; - Up to 14% of combined contributions to the RRSP matching program;
- Family-friendly maternity/parental leave and,
- Many, more benefits, perks and programs.