We are currently seeking a Manager for our Policy Service Department to lead a dedicated team and help shape the future of our client service operations.

Position Summary:

Reporting directly to the Vice President of Operations, the Manager of the Policy Service Department will oversee all departmental activities, including customer service, policy management, and business development. The successful candidate will manage two staff members and be responsible for servicing approximately 2,500 policyholders, while also identifying opportunities for growth within the Bay of Quinte region.

Key Responsibilities:

  • Develop, implement, and monitor department plans aligned with organizational goals
  • Oversee department budgeting and manage expenditures
  • Provide leadership, coaching, and direction to department staff
  • Identify growth opportunities and develop strategies to expand the book of business
  • Deliver exceptional customer service by:
    • Maintaining and enhancing policyholder relationships
    • Responding to inquiries and concerns
    • Providing sound insurance and risk management advice
    • Conducting in-person visits with policyholders at their homes, farms, or businesses
  • Foster effective relationships with internal and external partners
  • Ensure compliance by maintaining accurate and complete policyholder documentation

 

Qualifications:

  • University degree or college diploma in business, sales, or related field
  • Licensed property and casualty insurance broker or agent
  • Experience in insurance sales and sales management
  • Strong leadership and time management skills
  • Excellent verbal and written communication abilities
  • Proficient in Microsoft Office
  • Valid driver’s license and access to a personal vehicle
  • Customer service-oriented with high professional ethics and confidentiality
  • Completion of the Chartered Insurance Professional (CIP) designation or willingness to obtain
  • Knowledge of social media communications as a business development tools
  • Energetic, self-motivated, and goal-driven

What We Offer:

  • Competitive salary and benefits package
  • Positive, supportive workplace culture
  • Professional development opportunities
  • A healthy work-life balance
  • Opportunity to contribute to a well-established mutual insurance company with deep community roots

Ready to Make a Difference?

If you are a motivated leader with a passion for customer service and business growth, we would love to hear from you. Join a company where your work has impact, and your success helps strengthen local communities.

To Apply:

Please submit your resume and cover letter to  careers@boqm.ca by July 04, 2025.