Personal Lines Team Lead

About the Company

A-KAN Insurance

About the Role

A-KAN Insurance is seeking an experienced, motivated, and results-driven Personal Lines Insurance Team Leader to lead and oversee our Personal Lines Department. The ideal candidate will have strong leadership, organizational, and communication skills, along with a solid understanding of personal lines insurance operations, sales, and customer service. This role requires a hands-on leader who can manage daily operations, develop team members, improve efficiency, and drive department growth and profitability. The successful candidate will be responsible for ensuring the team meets its performance targets while maintaining excellent customer service, strong client retention, and compliance with industry standards.

Responsibilities

• Key Responsibilities

Team Leadership & Development

• Lead, coach, motivate, and supervise the Personal Lines team to achieve individual and departmental goals.
• Establish clear performance expectations, monitor progress, and hold team members accountable for results.
• Conduct regular team meetings, performance reviews, and one-on-one coaching sessions.
• Identify training needs and provide ongoing support to improve technical knowledge, sales skills, and productivity.
• Promote a positive, collaborative, and results-oriented work environment.

Department Operations & Productivity

• Oversee daily department operations, including new business, renewals, endorsements, and customer service.
• Manage workloads, assign responsibilities, and ensure tasks are completed accurately and within established timelines.
• Develop and improve workflows to increase operational efficiency and service quality.
• Monitor employee productivity, turnaround times, and overall departmental performance.
• Identify operational challenges and implement practical solutions.

Sales Growth & Profitability

• Develop and execute strategies to increase personal lines new business production and revenue.
• Establish and monitor sales targets, conversion rates, and individual employee performance.
• Identify opportunities for cross-selling, account rounding, and expanding existing client relationships.
• Monitor department profitability, revenue growth, and staffing efficiency.
• Work closely with senior management to develop and execute business growth initiatives.

Client Retention & Customer Experience

• Develop strategies to improve client retention, renewal performance, and overall customer satisfaction.
• Ensure timely follow-ups, proactive renewal management, and exceptional client service.
• Assist with escalated client concerns and complex insurance matters.
• Identify service gaps and implement improvements to strengthen long-term client relationships.

Performance Management & Reporting

• Track and analyze key performance indicators (KPIs), including new business production, retention, conversion rates, revenue growth, and employee productivity.
• Prepare regular departmental performance reports for senior management.
• Evaluate staffing needs and ensure department growth is supported by measurable improvements in production and profitability.
• Recommend process improvements and strategies to achieve departmental objectives.

Compliance & Collaboration

• Ensure all team activities comply with insurance regulations, underwriting guidelines, and company policies.
• Maintain accurate documentation and ensure proper procedures are followed.
• Collaborate with underwriting, commercial lines, claims, and other departments to improve overall operations.
• Support the implementation of new systems, technology, and operational initiatives.

Qualifications

Qualifications & Requirements

• Proven experience in personal lines insurance, preferably in a supervisory, team leader, or management role.
• Strong knowledge of personal lines insurance products, underwriting requirements, and brokerage operations.
• Valid provincial general insurance licence, or ability to obtain the required licence.
• Demonstrated ability to lead, coach, and develop a high-performing team.
• Strong understanding of sales performance, customer retention, and operational efficiency.
• Excellent organizational, communication, problem-solving, and decision-making skills.
• Ability to analyze performance metrics and implement measurable improvements.
• Experience working with broker management systems and insurance rating platforms is an asset.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• A proactive, accountable, and results-oriented approach to leadership.

What We're Looking For

• We are looking for more than someone who can supervise a team. We want a leader who takes ownership of the department, develops employees, identifies opportunities for improvement, and contributes directly to the growth and success of A-KAN Insurance.
• The right candidate will balance strong customer service, operational efficiency, employee development, and profitable business growth.

Required Skills

• Strong leadership, organizational, and communication skills.
• Solid understanding of personal lines insurance operations, sales, and customer service.
• Ability to lead, coach, and develop a high-performing team.
• Strong understanding of sales performance, customer retention, and operational efficiency.
• Excellent organizational, communication, problem-solving, and decision-making skills.
• Ability to analyze performance metrics and implement measurable improvements.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• A proactive, accountable, and results-oriented approach to leadership.

Preferred Skills

• Experience working with broker management systems and insurance rating platforms is an asset.

Pay range and compensation package

• Benefits

• Dental care
• Extended health care
• On-site parking

Equal Opportunity Statement

Not specified.