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Posted 13 days ago

Sales & Service Team Manager

@ Brokerteam Insurance Group

Richmond Hill, Ontario

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SIGNALS

Overview

BrokerTeam Insurance Solutions Inc. is hiring a Sales and Service Team Manager in Richmond Hill, Ontario, to lead its customer sales and service team. The role covers coaching, daily operations, retention and cross-selling strategy, and KPI management.

Responsibilities:

  • Lead, coach, and develop the customer sales and service team
  • Oversee daily sales and service operations and workflows
  • Develop strategies for client retention, renewals, and cross-selling
  • Manage escalated client concerns and complex service issues
  • Analyze team performance and prepare regular reports

Requirements summary:

  • Proven experience in insurance brokerage or customer service management
  • Knowledge of personal and commercial insurance products
  • Demonstrated leadership and team development abilities
  • Proficiency in broker management systems and Microsoft Office
  • RIBO license preferred

Tools & skills

Source and dates

Employer career site / ATS feed · adp

Employer posting date
2026-10-27
First seen by our source
2026-10-27
Source record updated
2026-11-07

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityManager
DepartmentSales
Manages peopleYes
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
Licences & certificationsRIBO

Summary and details written by AI from the posting; the employer’s posting is the authority.

Brokerteam Insurance Group

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Full company description

BrokerTeam Insurance is a multilingual insurance brokerage made up of a people-first team that is focused on integrity, diversity and fairness. We have presence in Ontario, Alberta and Nova Scotia, and we are expanding across more provinces in Canada. Insurance advisors you can trust.

LinkedIn followers
1,479
People associated on LinkedIn
157
Reported office locations
  • 400-30 Leek Crescent, Richmond Hill, Ontario L4B 4N4, CA
  • 201-596 Riverbend Square NW, Edmonton, Alberta T6R 2E3 , CA
  • 878 Boyd Avenue, Ottawa, Ontario K2A 2E3, CA
  • 7191 Yonge St, Unit 203, Thornhill, Ontario L3T 0C4, CA
  • 1650 Elgin Mills Road E, Unit 403, Richmond Hill, Ontario L4B 1M5, CA
  • 4355 Highway 7 East, Markham, Ontario L3R 1M1, CA
  • 100 York Boulevard, Suite 601, Richmond Hill, Ontario L4B 1J8, CA
  • #15, 2016 Sherwood Drive, Sherwood Park, Alberta T8A 3X3, CA
  • 1475 Bedford Hwy, Suite 205, Bedford, Nova Scotia B4A 3Z5, CA
  • 700-1816 Crowchild Trail NW, Calgary, Alberta T2M 3Y7, CA
  • Unit 201-136, 17 Avenue NE, Calgary, Alberta T2E 1L6, CA
  • Unit 41-2, Orchard Heights, Aurora, Ontario L4G 3W3, CA
  • 345 Steeles Avenue E, Unit 301, Milton, Ontario L9T 3G6, CA
  • 644 Millway Avenue, Unit 12B, Concord, Ontario L4K 4H4, CA
Business categories
  • Life Insurance
  • Health Insurance
  • Auto Insurance
  • Commercial Insurance
Other recorded names
  • Brokerteam Insurance Group
  • BrokerTeam Insurance
Specialties
  • Auto insurance
  • Home insurance
  • Commercial insurance
  • Life insurance
  • and Travel insurance
Profile identifies a recruitment agency
No
Reported total investment
0

Currency and observation date were not supplied; this is not a current valuation or a funding round.

BrokerTeam Insurance is a multilingual insurance brokerage made up of a people-first team that is focused on integrity, diversity and fairness. We have presence in Ontario, Alberta and Nova Scotia, and we are expanding across more provinces in Canada. Insurance advisors you can trust.

FieldValue
IndustryInsurance
Company size51-200 employees
HeadquartersRichmond Hill, Ontario
Organization typePrivately Held
Year founded2005
SpecialtiesAuto insuranceHome insuranceCommercial insuranceLife insuranceand Travel insurance
Open jobs on Jobsy15
LinkedInView page
Job description

Job Title: Sales and Service Team Manager
Company: BrokerTeam Insurance Solutions Inc.
Location: Richmond Hill, Ontario

Job Description:
BrokerTeam Insurance Solutions Inc. is seeking a motivated and results-driven Sales and Service Team Manager to lead our Customer Sales & Service team, enhance customer service excellence, and drive business growth.

The ideal candidate will possess strong leadership skills, insurance industry knowledge, and the ability to develop a high-performing team while ensuring efficient daily operations and exceptional customer experiences.

Key Responsibilities:

  • Lead, manage, and develop the customer sales & service team through ongoing coaching, training, and performance feedback to achieve service and business objectives.
  • Oversee daily customer sales and service operations, ensuring efficient workflows, timely responses, and high-quality customer service.
  • Develop and implement strategies to enhance client retention, renewal performance, customer satisfaction, and cross-selling opportunities.
  • Establish clear team objectives, monitor key performance indicators (KPIs), and implement initiatives to improve productivity and overall performance.
  • Manage escalated client concerns and facilitate the timely resolution of complex service issues.
  • Collaborate with internal departments to streamline processes, optimize workflows, and improve operational efficiency.
  • Ensure compliance with company policies, underwriting guidelines, and applicable insurance industry regulations.
  • Analyze team performance, identify areas for improvement, and prepare regular reports.

Qualifications:

  • Proven experience in insurance brokerage operations, customer service management, or team leadership.
  • Strong knowledge of personal and/or commercial insurance products, policy servicing, and renewals.
  • Demonstrated leadership, coaching, and team development abilities.
  • Strong customer relationship management skills with a focus on retention and business growth.
  • Excellent communication, organizational, and problem-solving skills.
  • Ability to manage to performance metrics, and drive operational improvements.
  • Proficiency in broker management systems and Microsoft Office applications.
  • RIBO license is preferred.

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