About This Role
This leadership role focuses on the performance and development of the portfolio manager team. The director acts as a business partner, optimizing operations, fostering talent, and aligning practices to support growth and excellent client service. This position suits a leader who can drive results while maintaining a human-centered and collaborative approach.
Responsibilities
- Manage and supervise a team of portfolio managers
- Mobilize, support, and develop team members to achieve operational and performance objectives
- Act as a resource person and coach for portfolio managers regarding products, processes, and best practices in the sector
- Plan and optimize work distribution to ensure efficient management of the operational workload
- Implement and monitor team performance indicators
- Identify opportunities for continuous improvement and actively participate in the evolution of practices and processes
- Ensure fluid and effective communication within the team and among different stakeholders
- Lead team meetings and conduct required follow-ups
- Conduct management meetings, including performance evaluation, skills development, and professional coaching
- Participate in talent recruitment, integration, and retention
- Foster a motivating, collaborative, and respectful work environment
- Act as a change ambassador during implementations, process improvements, or organizational projects
- Collaborate with different teams to ensure optimal client and employee experience
Requirements
- Business property and casualty insurance broker license
- Significant experience in business insurance
- Experience in management, team coordination, or functional leadership
- Excellent understanding of brokerage operations and client service realities
- Strong analytical, problem-solving, and decision-making skills
- Recognized abilities in mobilizing leadership and coaching
- Ability to manage priorities in a constantly evolving environment
- Excellent relational, communication, and influencing skills
- Sense of organization, autonomy, and rigor
- Ability to mobilize teams and foster adherence to change
Benefits
- Incentive bonuses
- Employee discounts on insurance
- Group insurance (medication, health care, disability, dental)
- RRSP, TFSA, DPSP to invest in your future
- 5 days of leave offered during the holiday season
- 5 work-life balance days per year, for self-care
- 5 non-cashable days off during the 1st year