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Branch manager – insurance and other financial products/services

Numéro de référence: 
Date de publication: 
> 20 jours 
Secteur d'emploi: 
Principales fonctions: 
• Support the branch director in managing day-to-day business activities and establishing operation plans.
• Closely collaborate with the branch director to allocate material, human and financial resources to implement organizational policies and programs.
• Optimize and implement new processes and standards, policies, or procedures, and maturing the organization’s business strategy.
• Establish financial and administrative controls in all operating functions amid business risk management.
• Conduct routine invoice review, cost allocation, budget management, payment request processing, new projects cost modeling and approve promotional campaigns.
• Work with existing insurance consultants and financial advisors to optimize current customer relationships and create new sales opportunities from strategy through execution.
• Understand and anticipate customers’ needs, conduct research and analysis on competitors, and follow up with compelling products and financial solutions to secure customer interests and increase market share.
• Design financial products to maximize return for customers while meeting revenue generation targets set by head office, ensuring continuous growth of the branch.
• Market and promote the entire range of product offerings, including partnerships with other financial institutions, accounting firms, professional associations, and municipal bodies.
• Represent the branch in negotiations with underwriters, MGAs, and fund/investment wholesalers and obtain the best rates and terms of contracts to maximize benefits to the branch.
• Participate in discussion with the Branch Director regarding proposed merger & acquisition of other business entities, provide insights on operation synergies and conduct due diligence activities towards the target.
• Hire, organize and supervise new consultants and advisors, plan and budget for human resources appropriate for business expansion, assess training needs according to performance, and provide solutions for employee development.
Temps plein
Nb heures / semaine: 
30 heures
65$ par heure
Entrée en fonction: 
Description détaillée: 
About Broker Team
We are an independent, multilingual insurance brokerage in Ontario that provides car, home, business, travel and life insurance. We started BrokerTeam in 2006 to meet the needs of the Chinese and Korean communities and have expanded well beyond these communities since. In 2017, BrokerTeam was named Brokerage of the Year by the Insurance Brokers Association of Ontario (IBAO). This honor is the highest in the industry, and we are proud to be the first multicultural brokerage to receive this award in IBAO's history.
At BrokerTeam Mount Joy, we offer auto, home, business, and travel insurance from our network of insurance success partners. Our warm and knowledgeable insurance experts are here to work for you and provide you with peace of mind. In addition to insurance products, we also offer other financial services such as RRSP, RESP, investment, loans, and asset management for personal and corporate customers. Thanks to the diversity of products and solutions we have at our disposal, our insurance consultants and financial advisors can meet the needs of the most discerning customers.
Langues demandées
• Minimum Bachelor's degree in commerce, financial economics, and business administration or related field, Master's degree would be a plus.

Expérience de travail
Expérience minimum requise: 
10 ans
Compétences recherchées: 
• Minimum 10 years of experience in the financial services industry, with at least 5 years of experience in a managerial role.
• A high degree of financial literacy with attention to detail and a thorough understanding of, and comfort with, financial statements and concepts.
• Superior computer literacy and skills, including Excel, Word, and PowerPoint; exposure to financial service software, such as Bloomberg, is an asset.
• Market knowledge with portfolio management experience is an asset, but not required; experience in merger & acquisition is also a plus.
• Quantitative and qualitative analysis skills.
• Ability to work independently and manage multiple task assignments.
• Excellent oral and written communication skills, negotiation skills, and experience dealing with a massive amount of legal documentation with high requirements on accuracy.
• Strong problem-solving and troubleshooting skills with the ability to exercise mature judgment.

How to Apply
Please send your most recent resume to: [email protected]
  • Curriculum Vitae requis
  • Lieu de travail
    Markham ,  Toronto, Ontario
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