Job Description

Lloyd Sadd is a Navacord broker partner, one of Canada's largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Lloyd Sadd invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.



We Listen. We Think. We Deliver.



THE ROLE

The Team Lead is a technical insurance expert responsible for providing leadership and coaching to several service teams. You are an EPIC wiz with extensive insurance knowledge, focused on processes and workflow. In Insurance, we are trusted advisors and we mitigate risk. As a Team Lead, you are a knowledge bank, you are a congenial and cooperative teammate with an efficient, precise work ethic and exceptional problem-solving skills.

You are a Guardian:

You like detailed, skill-based work and support the team to ensure things don't fall through the cracks and you follow up to ensure service commitments are made and kept, on time. You are approachable, naturally empathizing with people, easily seeing their point of view or understanding their emotions. You are accommodating; most comfortable working with others, often puts team/company goals before personal goals.

WHAT YOU'LL DO:

Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service and technical mentorship; A key emphasis on building rapport and relationships through internal mentorship and external client relations; Overseeing and mentoring account managers, account associates, and account assistants including helping their career development and technical growth; Step in and work on a book of business when required; Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions; Continue to review the client's current coverage and exposures, loss experience and analyze risk to determine the product/service requirements in collaboration with the Senior Advisors; Hands on day-to-day coaching of employees on process and procedures; Provide overall support and guidance to the service teams as well as act as the lead point of contact for any technical assistance required; Work alongside the Unit Manager to ensure an effective review process is in place to provide appropriate direction, coaching and counselling in the areas of growth; Under the direction and assistance of the Unit Manager ensure that training and/or performance concerns are identified and that appropriate plans are in place and monitored on a regular basis; Follow up on reminders of process, collections and renewals; Actively participate in appropriate community and/or business/social functions; Ensure that an excellent standard of customer service is consistently delivered by the entire team; Ensure every employee is aware of and understands the "Lloyd Sadd Service Guidelines", and monitor performance relative to these service standards; Lead by example by providing the highest standard of service (exceeding the service guidelines) to staff and external clients where applicable.

WHAT WE REQUIRE:

Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors; Level II license required; preferred an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards; Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues; A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience; Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability; Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).

Lloyd Sadd is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.