POSITION OVERVIEW

The Manager, Private Client Solutions will provide an exceptional level of concierge service and support for our high-net-worth clients in managing their personal insurance needs. This role transcends traditional customer service, positioned as a trusted business partner and advisor who offers a unique and elevated level of service, privacy, and convenience. The Manager, Private Client Solutions will play a pivotal role in spearheading our new business initiatives and driving the growth of our Personal Insurance department. This role demands a proactive and customer-focused professional who can effectively manage the acquisition of new clients, uphold the highest standards of service, ensuring an exceptional client experience to meet the sophisticated needs of our clientele.
This role is responsible for delivering exceptional customer experiences, maintaining compliance within the insurance industry and driving a passion for exceeding targets and KPIs.
This is a hybrid role with the flexibility to work in-office or in-branch based on the needs of the role
and/or as required by management. Preference will be given to candidates that can work hybrid in
Vancouver.
Travel to branches within British Columbia or Vancouver Island or Metro Vancouver.

CUSTOMER EXPERIENCE

• Resolve customer complaints professionally and promptly to maintain high levels of customer satisfaction.
• Develop a comprehensive understanding of the company’s customers through various interactions, addressing customer requests diligently.
• Work closely with the VP, PCS to develop processes that optimize customer service.
• Lead a team of insurance brokers focused on delivering top-tier policy servicing, that go above and beyond customer experience expectations.
• Continuously refine business processes and implement efficiencies to enhance operations and customer experience.
• Uphold the highest standards of customer service and satisfaction, ensuring that customers receive personalized attention and solutions that meet their needs.

REQUIREMENTS:

• A Level 2 BC Insurance License, CAIB or CIP.
• Proven track record of at least 5 years in a management role within the insurance industry, a strong focus in Personal Insurance is desired.
• Knowledge of different types of Personal Insurance policies and coverage options is essential.
• Proven experience in leading and managing teams, with the ability to motivate and guide team members toward achieving common goals.
• Demonstrated success in sales and business development within the insurance sector. A track record of consistently meeting or exceeding sales targets is highly desirable.
• A customer-focused mindset with the ability to understand and address clients’ needs effectively.
• Strong strategic planning and execution skills, with the ability to develop and implement growth strategies that align with organizational objectives.
• Ability to adapt to changing market conditions, customer preferences, and organizational priorities while maintaining a proactive and forward-thinking approach.
• Proficiency in using insurance management software such as EPIC and Microsoft Office Suite.
  Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.