Personal Lines Team Lead

at  Programmed Insurance Brokers Inc

Personal Lines Insurance Team Lead
Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and
financial services agency established in 1980. As a nationally licensed agency with access to a
diverse insurance carrier market and investment firms, PIB offers unique insurance solutions
and custom financial services that empower our clients with real choices.
Our personalized approach, industry expertise, and commitment to integrity have fostered
enduring trust and confidence from our clients over the years.
No matter the scale of insurance or financial planning needs, be it personal or corporate, PIB is
dedicated to helping our clients find tailored solutions. Our services include:
Wealth Management & Financial Planning
 Commercial Business Solutions
 Group Benefits & Group Retirement Services
 Life Insurance & Living Benefits
 Home & Auto Insurance
Your Role within PIB
This role contributes to PIB’s success by providing full- service support to Personal Lines
Insurance clients by obtaining, maintaining, expanding, and servicing our book of business.
You will also provide service and support to co-workers as needed with a focus on
relationship building in collaboration with PIB Account Executive and Account Manager
teams.
Details/Responsibilities
Actively work with team members as an integral contributor to the client
satisfaction cycle
 Front line contact to assist clients with all policy reviews and coverage changes
 Maintain and enhance existing book of clients
 Negotiate and plan with client and carrier for optimal retention and satisfaction
 Participate in renewal review in conjunction with the Personal Lines Team(s)
 Capitalize on opportunities and foster leads throughout the service cycle

Provide guidance and support to all PIB branches coast to coast
 Maintain Epic (BMS) and Internal processes and work flows
 Work with Sales, BD and Operational Change Management Committee to
maintain efficient workflow for all Personal Lines Insurance and key clients
including group, association and affinity relationships
 Provide training for existing and new Account Managers on the Operational
Processes with all aspects of the Personal Lines Unit
 Support Account Managers and Junior Account Managers on operational
procedures
Requirements
3+ years experience with service and support
 EPIC and Carrier Portals
 Team Lead and coaching experience
 Strong written and verbal communication
 Technical product and industry knowledge
 Trouble shooting and problem solving
 Time management – working within deadlines
 Conflict management
 Attention to detail
Benefits and Perks within PIB
Competitive salary, comprehensive benefits package, profit sharing, fully paid group
benefits and company pension.
 Wellness Programs and Social Committees fostering team collaboration, family involvement,
and individual well-being.
 Commitment to diversity, equity, and inclusion.
PIB is an innovative leader in the insurance industry. Our head office is in Elmira, Ontario, with subsidiary
offices in London and Chatham, Ontario, and Bedford, NS. Learn more at: www.pib.com
We’d like to hear from you. Please apply to: pib.hr@pib.com
PIB is an equal opportunity employer and encourages applications from all qualified individuals. We thank
all applicants for showing an interest, however, only candidates selected for an interview will be contacted

Please refer the Job description for details