Integris Credit Union is excited to offer a full-time, permanent opportunity as an Insurance Services Manager in our McBride branch.
Primary Responsibilities: Fully responsible for insurance branch operations, including staff performance, leadership development and financial results.
Salary range for Insurance Services Manager: $63,418.73 to $76,705.45 per year.
Total Rewards: In addition to salary our total rewards, includes a comprehensive compensation package beyond salary, including:
- Employer paid pension plan.
- Generous paid time off options to foster work-life-family balance.
- Extended health & dental benefits.
- Time off for Volunteering.
- Vision Care.
- Short-term and Long-term disability insurance.
Main Accountabilities:
Insurance Results
- Develops annual insurance business plans, budgets, and financial objectives to achieve corporate goals.
- Monitors insurance results, verifies reports, and presents financial, service, and operational outcomes to senior management and head office.
- Ensures profitable growth by controlling expenses, applying internal checks and balances, and maximizing income opportunities.
- Evaluates business conditions, maintains reporting lines to senior management.
- Proactively identifies opportunities for insurance operations to enhance corporate results, including new products or services.
Insurance Leadership & Management
- Establishes self as a leader within the insurance office, guiding staff to achieve results and reinforcing corporate direction and culture.
- Fosters a positive, professional work environment that encourages employee growth, motivation, and productivity.
- Keeps staff well-informed by effectively communicating organizational updates, insurance information, and corporate initiatives.
- Oversees the rollout of approved products and services, providing necessary training and support.
- Assesses staff licensing and educational needs, collaborating with the Talent Development Specialist to ensure compliance and development.
Service & Sales
- Establishes proactive models, sets expectations, and drives achievement of annual office goals while fostering a strong service and sales culture.
- Tracks office and individual results, provides coaching to enhance service levels, and promotes needs-based sales.
- Directs and supports the launch of new insurance products, services, and seasonal marketing campaigns to drive growth.
- Ensures high-quality service delivery, resolves high-level member complaints, and encourages cross-referrals across divisions.
Insurance operations & Risk
- Ensures compliance with industry regulations, internal policies, and security procedures while demonstrating sound judgment in assessing and mitigating risks.
- Oversees office operations, resource allocation, and budgetary controls to maintain smooth and cost-effective business functions.
- Formulates, recommend, and enforce policies and procedures in alignment with company goals and regulatory requirements.
- Leads, supports, and recruits staff to foster a productive and compliant insurance environment.
- Ensures the effective utilization and security of human, financial, and physical assets across the organization.
Performance Management
- Coaches, mentors, and supports insurance staff to ensure established results are achieved, members receive legendary service, and policies and procedures are followed.
- Acts as a role model for other staff.
- Oversees day-to-day performance of Insurance staff.
- Deals with staff performance issues.
- Deals with staff human resources issues.
- Completes and conduct Performance Coaching process with input from the HR team.
- Develops direct reports for current position responsibilities and assist with career development plans.
Corporate Planning & Projects
- Works with and appropriately uses the expertise of other department’s specialties.
- Provides input and support to senior management that assists in creating and maintaining a member focused, service and sales organization including type of products and services.
- Provides branch support and input for experts involved in special projects (i.e., product design, banking systems, and member marketing).
- Participates in annual corporate business planning to represent the Insurance division and provide information and input regarding this specialty area.
- Provides insurance support and input for experts involved in special projects (i.e., product design, insurance systems, and member marketing).
Technical Knowledge & Application
- Working knowledge of insurance systems.
- Working knowledge of software applications used by Integris (Word, Excel, Outlook, Internet).
Personal & Professional Development
- Level 2 License required, CAIB designation preferred.
- 5 – 10 years’ experience in the Insurance industry, with some supervisory experience preferred.
- A less qualified candidate may be considered in a training role.
Please refer to the job posting on UKG for more details. If you know someone you believe to be a great fit for Integris, please direct individuals to our Career page.
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