Insurance Training & Development Team Lead / Manager

at  Wilson M Beck

JOB OVERVIEW

We are currently looking for an Insurance Training & Development Team Lead/ Manager to join our team in our Calgary office. This position will be responsible for designing, implementing, and managing training programs within our Insurance Brokerage. This position will also have a small book of commercial insurance client to manage along with overseeing the AAM team workflows. This individual will utilize their knowledge of insurance processes, products, and services to empower employees and enhance their performance and knowledge. Our ideal candidate will have at least 5 years of experience in a similar role and have their Level 2 Insurance License.

ABOUT US

Wilson M. Beck Insurance Group (WMB) is one of the largest privately held construction focused brokerages in Western Canada and was recently named the 5th Top Brokerage in Canada. WMB is a dynamic and growing business in the commercial construction, auto, and personal insurance industries. Our organization has grown over the years to include our affiliated company WBI Home Warranty Ltd., in Surrey, Advantage Mortgages and 9 other offices across Western Canada in Burnaby, Kelowna, Calgary, Kamloops, Prince George, Victoria, Fraser Valley and Edmonton. It is the goal of our organization to partner with our clients to meet their needs for effective surety bonding, project and business insurance, and financial risk management programs. As part of our team of insurance experts, you are vital in helping us reach that goal.
When you join the WMB family you work with a team full of diverse knowledge and experience. At WMB, our employees are the foundation of our organization. Together, through our commitment and passion for our clients, we have built our reputation as a respected industry leader in insurance services. Our strength is our people and their expertise – We care. We Help.
Job Types: Full-time, Permanent
Pay: $65,000.00-$85,000.00 per year

Additional pay:

• Bonus pay

Benefits:

• Casual dress
• Company events
• Dental care
• Disability insurance
• Discounted or free food
• Employee assistance program
• Extended health care
• Life insurance
• On-site gym
• On-site parking
• Paid time off
• RRSP match
• Tuition reimbursement
• Vision care
• Wellness program

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Insurance: 5 years (preferred)

Licence/Certification:

• Level 1 or 2 Insurance License (required)
• CIP or CAIB (preferred)

Work Location: In perso

• Assessing the training needs of the organization through job analysis, career paths and consultation with managers
• Developing and implementing training programs that align with the company’s goals
• Designing and delivering a range of training activities, including workshops, individual training sessions and e-learning courses
• Monitoring and evaluating the effectiveness of training programs
• Updating and maintaining training materials, including manuals, guides, and course materials
• Staying abreast of the latest trends in the insurance industry and incorporating relevant information into training programs
• Managing the incoming workflow to ensure timely completion, as well as overseeing the work of our assistant account managers to maintain accuracy, quality and timeliness in all tasks
• Providing coaching and feedback to trainees to enhance their performance and development
• Creating a supportive learning environment that encourages continuous professional development
• Collaborating with management to address and resolve any issues related to training and development
• Maintaining maximum retention of existing book by providing exceptional client service;
• Attending external client meetings as required;
• Responding promptly to client emails and telephone calls;
• Preparing all client services documents (ie. Renewal Summaries, Proposals, Underwriting Submissions);
• Liaising with marketing on placements, renewals and midterm policy changes;
• Maintaining continuing education credits for licensing;
• Other miscellaneous duties and special projects as required.