Occupation Types: Sales

COMMERCIAL INSURANCE BROKER

 

COMMERCIAL INSURANCE BROKER

Reports to: General Manager, Insurance

Every employee must honour the vision, mission and values of Northern Savings Credit Union.

 

About Us

We proudly support the financial well-being of 17,000+ Northerners in 4 locations across Northern BC. We provide on-the-job training and career support. If you’re passionate about serving your neighbours with quality financial services and personalized support, we want to hear from you.

Northern Savings, founded in 1940, is a community-based, member-owned, and democratically administered financial cooperative. Northern Savings offers personal and corporate account services, insurance, and investment opportunities in Prince Rupert, Terrace (and neighbouring areas), as well as on Haida Gwaii.

We’re neighbours helping neighbours. That’s why we support our local businesses, organizations and youth with funding and programs, to build a strong community and a brighter future.

 

About The Role – Grow your career in a community you love

The Commercial Insurance Broker manages a portfolio of commercial accounts and has a primary focus on business development for Northern Savings Insurance Services.

 

Here’s what you will be doing: (Key Accountabilities)

  • Develop and manage commercial accounts while actively seeking new business to meet sales targets.
  • Generate leads from personal contacts, outbound calls, networking, client referrals, and other sources.
  • Profile members to determine current and future needs, provide comprehensive insurance advice, prepare estimates, and sell commercial insurance to both new and existing members.
  • Work on a variety of commercial insurance lines, including property, general liability, packages, auto, business owner’s policies, directors’ and officers’ coverage, employment practices liability, errors and omissions, inland marine, and bonds.
  • Meet with clients in and out of the office as needed to establish connections, determine coverage requirements, and offer basic risk management recommendations.
  • Utilize negotiating skills to find creative insurance solutions for complex risks.
  • Prepare the required paperwork for a portfolio of commercial member requests, such as routine policy updates, additions, deletions, renewals, and cancellations.
  • Respond to emergencies and assist members with their claims while adhering to proper follow-up procedures, ensuring accurate claims servicing.
  • Follow up on commercial line referrals and facilitate referrals to relevant NSCU staff.
  • Meets compliance, confidentiality and regulatory requirements and abides by management policy and office procedures.
  • Provide guidance to other insurance employees as required.

 

What we are looking for (Qualifications):

Education:

  • High school diploma is a minimum requirement.
  • Completion of post-secondary education is an asset.
  • Level II insurance broker license.
  • CAIB, CIP or FCIP designations would be preferred.
  • Completion of sales training is a requirement.
  • Valid driver’s license and access to reliable transportation.

Experience:

  • Previous commercial insurance sales and service experience is required.
  • 5 years’ personal and commercial lines experience.

 

You’re perfect for this role if you have (Skills):

  • Comprehensive understanding of all lines of insurance products and familiarity with risk management techniques.
  • Ability to prioritize, organize work within time constraints, under pressure and competing priorities.
  • Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality.
  • Demonstrated results orientation in sales, service, and business development.
  • Clear understanding of the industry, market conditions, and competition.
  • Strong organizational skills, accuracy, and attention to detail.
  • Excellent communication, interpersonal, and relationship building skills.
  • Working knowledge, skills, and experience in Microsoft Office.

 

We are Proud to Offer:

  • A competitive commission-based compensation plan (base of $50,000 plus commission).
  • Excellent health and retirement savings benefits.
  • Flexible work arrangements and paid time off including, paid sick days, parental leave, and paid community volunteering.
  • Paid vacation time starting at 3 weeks for full-time employees.
  • Opportunities for paid educational development.
  • Potential for annual bonus.
  • Bonus vacation for long-term employees.
  • Positive work culture and environment.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.

 

What to expect:

This is a full-time position. It is an excellent opportunity for a community-minded person to grow their career within a successful and thriving organization.

 

Our Commitment to Respectful Workplace and Diversity:

Northern Savings is committed to providing a respectful workplace to its employees and will not tolerate any form of behavior or actions that bully, intimidate, harass, threaten, injure or in any way disrespect others. Our members, communities and employees make our co-operative special and for many of us it is the “why” for what we do. Northern Savings is dedicated to fostering an environment of respect to promote diversity and inclusion for all.

If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please apply and visit our website https://www.northsave.com/about/careers

Note: We are currently looking for candidates in Northwest BC, particularly in Terrace or Prince Rupert, who hold BC insurance licenses for immediate job possibilities.

 

The posting will remain open until it is filled.

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

 

 

Engagement Manager

Engagement Manager – Full-Time, PPJV

COMPANY OVERVIEW

The Prairie Payments Joint Venture (PPJV) is a joint venture owned by three Prairie centrals created to digitally transform and modernize payment services for credit unions in the Prairies. PPJV’s goal is to ensure prairie credit unions are competitive in payments and have access to efficient, modernized payments processing infrastructure.

ROLE SUMMARY

The relationship manager is responsible for fostering and maintaining strong relationships with credit union partners within their designated region.  The primary objective is to drive business growth of PPJV’s payment offerings and enhanced member satisfaction through strategic collaboration and effective communication.

KEY RESPONSIBILITIES

  • Develop and maintain strong partnerships with credit unions within the designated region with the goal of providing guidance and support for PPJV’s products and services while ensuring they are meeting the needs of credit unions and their members.
  • Serve as the primary point of contact for credit unions and liaison between integration partners and PPJV team members addressing their needs and concerns promptly and effectively.
  • Build rapport with key internal and external stakeholders, including credit union executives.
  • Collaborate with credit unions to develop and implement strategies that drive business growth and enhance member satisfaction.
  • Educate credit union partners on the full range of PPJV products and services and the resources available to them.
  • Collaborate closely with internal teams, including delivery, operations, business readiness, and communications, to ensure alignment and support for credit union partners.
  • Attend and participate in regional credit union events and conferences that add value to the relationship between credit union partners and PPJV.
  • Manage the cadence for interactions with credit unions for PPJV products and services including the tracking and communication of potential risks/issues and feedback while supporting timely business and tactical messaging for credit unions.
  • All other duties as assigned.

REQUIREMENTS

  • University degree in business administration, finance, or a related field and/or equivalent experience.
  • Previous experience in banking, financial services, payments, or credit union management (experience in credit union system is preferred).
  • Knowledge of the credit union system and payment methods is preferred.
  • Proven track record of building and maintaining strong relationships with clients or partners.
  • Excellent communication, negotiation, and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Must be bondable.

This position is currently designated as a remote position. The successful candidate will be located in Saskatchewan and be willing to travel to credit unions in Saskatchewan and other locations for conferences and in person meetings.

The Environment

PPJV is a fast paced and focused environment where employees and contractors share the mission to deliver efficient, cost effective, modernized payments processing to prairie credit unions.

Interested candidates are asked to submit a resume & cover letter by noon on May 31, 2024 {Click Here}

We thank all candidates for their interest; however, only those candidates selected for an interview will be contacted.

 

Financial Services Relationship Manager

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to help shape our future. We now have a career opportunity for a Full Time Financial Services Relationship Manager, located in Regina.

As the Financial Services Relationship Manager you will be….

Responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

  • Providing lending products including personal and mortgage loans.
  • Providing deposit products such as GIC and RRSP.
  • Managing a growing portfolio of relationships.
  • Providing a holistic approach to services.
  • Developing business through community involvement and networking opportunities.
  • Positively influencing member acceptance of a technology driven approach to banking services.
  • Establishing relationships of trust and confidence with members to ensure retention of existing business and future business.

As the Financial Services Relationship Manager you are ….

  • Able to take a holistic approach with each member interaction in order to provide the right solutions which involves identifying referral opportunities to other lines of business including wealth management and business services.
  • Entrepreneurial in your approach to building business, with a proven track record in sales and business development.
  • A motivated and results-oriented professional who believes that getting involved in the community, building relationships and participating in business development and networking events is fundamental to building a pipeline of prospects and opportunity.
  • A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs.
  • A proactive, knowledgeable, self-starter, able to provide core products and services to our members using a variety of traditional and non-traditional delivery channels.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating along with post-secondary classes or courses, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Monday, April 8, 2024.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca

Mortgage Specialist (Mobile)

Mortgage Specialist (Mobile) – Two Positions – (Yorkton and Area & Emerald Park and Area)

Closes January 12, 2024

Do you value strong business relationships, and do you like to try new things? At Cornerstone Credit Union we are expanding our team by introducing a mobile Mortgage Specialist role, and this could be you! Be the first person to take on a dynamic new role.

We’re looking for a subject matter expert in all areas of mortgage lending, including both construction and ready to move (RTM) financing to join our team at Cornerstone Credit Union! We are looking for a total of two Mortgage Specialists – one will provide service to Yorkton and area, and the other will provide service to Emerald Park and area.

As a Mortgage Specialist you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their goals. As a Mortgage Specialist your main objective will be to grow Cornerstone Credit Union’s residential mortgage lending portfolio. You will do this by delivering flexible mortgage lending solutions, providing professional expertise, and presenting timely mortgage advise all while creating exceptional member experiences for both new and existing members.

Specifically, we are looking for someone who has the ability to provide innovative and creative mortgage lending solutions and advise and who has/is:

  • working knowledge of CHMC and Sagen guidelines
  • a deep understanding of local markets and client base
  • strong working relationships with realtors, home builders and centers of influence
  • a flexible work schedule and location; is mobile and accessible to member needs – to meet when and where the member chooses
  • a self-motivated individual with an aggressive sales and service attitude
  • will work independently and effectively in a remote work environment

Post-secondary education in Business or a related discipline, with 3 to 7 years of progressive sales and service experience managing a diverse lending portfolio in a consumer banking environment and/or agriculture or small business lending (including mortgages) or an equivalent combination of both education and experience is the minimum requirement for this position. Having taken individual lending products & services courses and legislative training would be beneficial and if you know what makes Cornerstone Credit Union different or about the products and services we provide, that’s even better!

You’ll receive competitive compensation (base salary plus commissions), great benefits, and matched pension contributions along with other performance incentives and wellness perks. You have the advantage of working remote from either your own home or other office location of your choice within the community. You will set your own schedule but based upon serving member needs.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the seventh straight year.

Choose a rewarding career at Cornerstone Credit Union.

~When applying, please select the posting directly related to the area you are interested in working from

Supervisor, Member Services

The Supervisor, Member Services supports Interior Savings’ vision of sales & service excellence by developing and facilitating a professional team that is efficient and effective in serving member needs and achieving branch goals & objectives.

Through personal strengths in communication, leadership, and initiative you will assist the Branch Manager in fostering a positive team environment of employee performance excellence by coaching, training and mentoring Member Service Advisors. You possess the ability to work under pressure with a keen attention to detail and accuracy and will ensure high service standards are achieved by all staff.

Through your coaching and leadership, you will assist your Branch Manager in leading the team to increase member participation levels and ensure Interior Savings is their primary financial institution. You are responsible for assisting with sales and services strategies in support of your branch business goals. As a coach and leader, you are actively engaged with your team on strategies to meet the immediate needs of the members while looking for additional opportunities to grow the business and to educate members on alternative channels. You foster a positive team environment through proactive participation in providing assistance to your staff and take an active role in their career development activities.

You will assist the Branch Manager in maximizing the results of your team by developing, communicating and executing monthly business plans that are aligned with the corporate strategies and contribute to the overall success of the Credit Union by demonstrating behaviours that are consistent with Interior Savings’ Vision, Mission, and Values.

You will participate in the interviewing and hiring process for new staff, as required while ensuring proper scheduling of employees in order to provide excellent member service. You will coach to and follow the organizational business model when referring members, preparing for meetings and uncovering needs. You will work in conjunction with the Branch Manager to develop performance standards and conduct performance appraisals and address member complaints and inquiries as required. You will also perform other duties as assigned.

What we offer:

  • Employer paid vacation
  • Benefits Program
  • Retirement Plan
  • Employee Assistance Program
  • Employer paid training/education
  • Special banking perks
  • Work-life balance

The salary range for this position is $62,549 to $74,266 and starting salary will be based on related education, training and experience. This position will work 37 hours per week. 

 Qualifications

  Education

  Required

High School Diploma or better.

Experience

Required

Knowledgeable in a full range of investment products.

Comprehensive understanding of credit products and procedures.

4-6 years: Job-related experience in a financial sales & services environment.

Preferred

Supervisory experience considered an asset.

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