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 a Manager, Insurance Services within our Valley First region at our Fruit Union insurance office location in Vernon, BC.

The Manager, Insurance Services provides sales leadership to the personal lines staff within the insurance branch with energies directed toward financial growth and maintenance of existing personal insurance business; ensures branch sales, business partner referrals, business development and financial success targets are met; manages and provides leadership to all assigned personal lines staff; oversees the renewal of expiring branch policies; maintains control over all accounting and collection activities; 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:

• Provide sales leadership to assigned personal lines staff by ensuring branch strategies, business plans and operations are aligned with the strategic direction and critical success factors; ensure branch sales, business partner referrals, business development and financial success targets are met through the development and application of a consultative sales environment and through the application of effective administrative and operational procedures.
• Contribute to sound fiscal management through continual monitoring and control of branch expenses.
• Respond to client escalations, issues and concerns with quality or product offerings and promotes the building of long term client relationships.
• Supervise and provide leadership to all assigned personal lines insurance staff to ensure the effective utilization of human resources and to promote motivation and teamwork by overseeing day to day activities, coaching Autoplan Agents and Personal Insurance Brokers on the marketing, quotation and other technical aspects associated with personal insurance risks, scheduling staff to ensure service levels are met, participating with the manager in the selection, orientation and training of new staff and ensuring all licensing levels are maintained, evaluating performance of assigned staff and consulting with manager on issues affecting pay, performance and employee development as required.
• Oversee the efficient and timely servicing of expiring policies to ensure continuing client coverage; oversee the marketing and renewal process including abeyance expiry dates for follow up.
• Oversee all accounting functions and collection of premiums for business within the personal lines account; monitor aged accounts receivables to ensure tight financial controls are in place; oversee collection of delinquent accounts by initiating collection activity or providing advice to Personal Lines Brokers on required actions, monitoring status of delinquencies and referring to insurance administration where collection attempts are unsuccessful.

Required Skills, Experience & Qualifications:

• Minimum 2 years of post secondary business related courses or an equivalent combination of education and experience.
• Level 3 General Insurance License.
• CAIB, CIP, AIIC or CCIB designation.
• 5 years of experience in sales and promotion of the full range of personal insurance products and services.
• Take responsibility for self-development and continuous learning to achieve required knowledge for the job.

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 “Day4U”, and the ability to purchase up to 5 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.

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.

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