Manager, Business Operations - Alberta
Core
Leading regional operations for independent insurance advisors by managing workflow, team performance, and service delivery across Alberta.
Role type
Senior IC operations manager (insurance)
Builds
Operational workflows and service delivery systems for insurance advisors
Domain
Insurance / Financial Services
Required skills
People leadership, workflow management, performance management, change management, process improvement, stakeholder collaboration, data-driven decision making, problem solving, time management, Microsoft Office proficiency
Preferred skills
Industry designations (ALMI, FLMI, ACS)
Technologies
Microsoft Office
Responsibilities
Plan and allocate employees and resources to meet productivity and quality goals; Coach, mentor, and develop employees through one-on-one meetings and career planning; Foster a collaborative team culture; Identify and implement process improvements to enhance efficiency; Provide leadership on complex or escalated cases; Drive consistency in application of processes across regions; Partner with Sales leadership to address advisor concerns; Conduct monthly audits of operations team members; Provide regular reporting on workload and team performance.
Seniority
Manager, hands-on IC