Job Description

Integris Insurance Services, a wholly owned subsidiary of Coastal Community Credit Union has 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.

Personal & Professional Development: The ideal candidate for this role, will have:

• CAIB designation preferred and a Level 3 Insurance License.
• 5 – 10 years’ experience in the Insurance industry, with some supervisory experience preferred.
• Integris will consider a lesser qualified candidates having a desire to pursue a higher level role in a growth position, with a:
  • Level 2 Insurance licensed, and 5 years progressive insurance experience.

Salary range for Insurance Services Manager: $71,799.00 to $86,853.00 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 Result:

• 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 branch, guiding staff to achieve results and reinforcing corporate directions 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 professional development.

Services & 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, resolved high-level member complaints, and encourage cross-referrals across divisions.

Insurnace 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.
• Formulate, 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 & Applications

• Working knowledge of insurance systems.
• Working knowledge of software applications used by Integris (Word, Excel, Outlook, Internet).'

Please refer to the job posting on UKG for more details and to apply for this job. If you know someone you believe to be a great fit for Integris, please share it with your network and direct individuals to our Career page.