If you believe in the same things we do, let’s talk.

First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond. We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.

We are seeking an Insurance Services Manager to join our team.

The Manager, Insurance Services provides leadership and direction to staff within the insurance branch and manages a book of business. This role focuses on financial growth and maintenance of existing personal insurance business; ensures sales targets are met; oversees the renewal of expiring branch policies; maintains control over all accounting and collection activities; and promotes insurance services and products with external clients, along with relationship building and community involvement.

Here’s what would be included as a part of your typical day:

• Sales and Service Strategy: Ensures branch strategies, business plans and operations are aligned with the strategic direction and critical success factors; ensures sales, business partner referrals, business development and financial success targets are met; and contributes to sound fiscal management through continual monitoring and control of branch expenses.
• Leadership: Provides leadership and direction insurance staff and conducts orientation and training; prioritizes and balances workloads, conducts regular coaching/mentoring sessions and completes performance reviews; builds and promotes a team environment; ensures all licensing levels are maintained and consults with the regional sales leader on issues affecting pay, performance and employee development, as required.
• Business Development: Regularly liaises with Regional Sales Leader to ensure all marketing initiatives align with and support strategic goals and current sales and service initiatives; establishes and maintains contact with other managers to promote business relationships and cross-selling opportunities; promotes the building of long term client relationships; and participates in regular insurance managers meetings.
• Claim Management: Keeps abreast of claims related to loss or damage by providing ongoing client support throughout the claims procedure and where appropriate, conducts on site visits to ensure client is receiving optimum service; relays claims proceeding in an unsatisfactory manner to centralized claims; oversees the efficient and timely servicing of expiring policies to ensure continuing client coverage; schedules pre-renewal site visits with clients, as required; oversees the marketing and renewal process including abeyance expiry dates for follow up.
• Financial Management: Controls all accounting functions and collection of premiums for business within the personal lines account, monitors aged accounts receivables to ensure tight financial controls are in place; oversees collection of delinquent accounts by initiating collection activity or providing advice to team members on required actions; monitors status of delinquencies, referring to insurance administration where collection attempts are unsuccessful.
• Continuous Improvement: Identifies continuous improvement opportunities, providing input in the design of new administrative procedures, technology applications and other processes impacting the branch and trade area’s operation.

Required Skills, Experience & Qualifications:

•  Level three General Insurance License (CAIB four preferred) (Required)
• College, trade or Tech School Diploma in a related field (Preferred)
• Five years of experience in sales and promotion of the full range of personal insurance products and services (licensed for five of the last seven years, with minimum three years as a level two agent)
• Technologically adept with Microsoft Office (Word, Excel, and Outlook), ICBC Software, and insurance specific programs
• Demonstrated leadership attributes and/or experience coaching a sales team
• Self-starter with ability to work independently and solve problems using common sense and sound judgment
• Demonstrated ability to be positive and flexible to change and work in a busy environment
• Demonstrated written and verbal communication skills with ability to interact with a wide variety of people

Why work for us?

Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes:

• A competitive base salary plus performance-based incentive compensation and annual merit pay increases
• Flexible benefits as well as retirement benefits
• Vacation time, a flexible bonus day off every year, and the ability to purchase up to five additional flex days
• Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-interest loans to buy computers or fitness equipment for home use

But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks. We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.

What’s your place in the First West story?  Apply now and let’s find out together!

First West regrets that only candidates selected for an interview will be contacted.

Diversity & Inclusion

First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.