Branch Manager - Surrey - 7731 - IW-7731

Date of modification: October 14, 2020

Job number: IW-7731


Job title: Branch Manager - Surrey - 7731

Location: Surrey


Location:  Surrey 

Our Client, a family run independent brokerage is seeking a client oriented senior broker to lead their team!  Under new ownership since 2019, this local and long-standing brokerage is looking to bring on a likeminded professional who will responsible for providing top notch client experience and mentoring their team with their expertise.   Our client aspires to be one of the best places to work for those who value integrity, teamwork and sustainability, and are also offering the opportunity for this person to handle some commercial accounts and life insurance (if you have the licencing)! 

This position is responsible for managing a sales team to deliver on , productivity, client experience, disciplined risk management, engagement goals and general administrative. 

Financial Growth and Productivity

Responsible for supporting the sales team to the achievement of corporate financial and productivity goals through the acquisition of new business and retention of current business and optimization of staffing levels as measured by:

 - Gross and net sales growth
 - Customer count
 - Increased product penetration per household
 - Effective management to optimize resources during all hours of operation
 - Seamless implementation of business transformation solutions and other changes as required
 - Management of budget and expenses
 - Supporting the development and execution business plan.

People Leadership and Engagement

Responsible for maintaining a high-energy, effective work environment with an engaged and productive sales team, by:

 - Building a talented team through consistent and disciplined coaching
 - Effectively communicating the alignment of corporate, team and individual goals
 - Setting clear expectations and holding team members accountable
 - Consistently recognizing team members
 - Supporting personal development plans and succession planning
 - Injecting positive energy and fun into the workplace
 - In collaboration with other internal business partners, retaining engaged and skilled sales team members and managing team member performance

Client Experience

Responsible for supporting the overall experience for clients:

 - Supporting workflow and daily operations to optimize the client experience
 - Leading with a one-team approach across all client -facing channels to provide a seamless client experience during all types of client interactions
 - Communicating and reinforcing client experience standards and expectations to team members
 - Handling of client queries and escalations

Disciplined Risk Management

With the Manager, Service Location, responsible for ensuring the Service Locations operations, document processing and Member interactions are in compliance with corporate and insurance partner standards and policies.

 - Completion of opening and closing activities and adherence to security requirements
 - Reviews documents and policies and provides policy authorizations as needed
 - Provides coaching to fortify the team’s disciplined risk management practices
 - Ensures adherence to audit and underwriting standards to minimize risk and limit potential for errors and omissions
 - Documents, investigates and reports any potential risk issues or concerns

General Administrative

The manager is responsible for maintaining the upkeep of the office, securing confidential files and on site and making sure that operation is running smoothly:

 - Prepare and maintain working schedules, including vacation schedules ensuring work balance among team members is achieved at the same time maintaining the normal undisruptive operational hours of the business.
 - Responsible for ensuring the safety and security of the office, including but not limited to, securing cash and cash equivalent on site, confidential documents, alarms and

 - Overseeing the overall upkeep of the office, including, but not limited to, office supplies needs, computers and printers, postage meter, among others.


DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

Interested candidates please contact Affia at 778-383-9790 ext 104 or forward your resume in confidence to If you are working with another DGA recruiter, feel free to ask them about this position.


  • City: Surrey
  • Market segment: Insurance
  • Job Type: Full-Time
  • Education: CAIB, Insurance License, Insurance License Level II, Insurance License Level III
  • Expertise: Broker-Customer Service , Management , Broker-Personal
  • Minimum experience required: 5 to 6 Years