Relationship Manager - 8332 in Vancouver - IW-

Date of modification:


Job number: IW-

Detail

Job title: Relationship Manager - 8332 in Vancouver

Location: Burnaby, Langley, New Westminster, North Vancouver, Richmond, Surrey, Vancouver, West Vancouver

Description

Our client is looking for a Relationship Manager who would enhance and activate broker relations within BC. If you love sales and traveling, then this might be a good opportunity for you.  

 What you will be doing:   

  • Develop and maintain strong/profitable relationships with insurance brokers (clients) within assigned territory in order to exceed sales targets. 
  • Maintain regular contact with clients by representing the company in a professional manner through office visitations, presentations, functions, conferences, phone calls and written correspondence. 
  • Provide valuable assistance to clients by analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume. 
  • Educate assigned brokers on services, credit policies and training platforms while working closely with assigned underwriting team to increase quality of business, approval and funding ratios. 
  • Build internal working relationships with staff and aid Inside Sales, Marketing, Credit, Operations and Collection personnel as needed. 
  • Use creativity and good judgment to provide the client with the best possible terms/program while minimizing the risk and maximizing returns to the company. 
  • Analyze production reports to evaluate monthly loan volume, identify challenges, and target brokers for increased sales opportunities. 
  • Be a strong advocate for assigned brokers, ensuring that opportunities and issues are brought forward to management. 
  • Monitor local insurance trends and competitive developments and report to management as needed. 
  • Promote other finance products/solutions and services by providing training/development opportunities for clients and attending client and trade functions. 
  • Share best practices and product/process improvement ideas with peers and other segments of the business. 
  • Establish and maintain contact management system and communicate weekly/monthly activity to management as directed. 
  • Prepare reports, business plans, and business cases as required. 
  • Ensure expenses are kept up to date, within budget, policy and value maximization is attained for all expenditures. 

 What we are looking for:  

  • University/college degree is generally preferred 
  • 3 years sales experience 
  • Experience with a premium finance and/or specialist finance company preferred 
  • Insurance industry sales experience preferred 
  • Strong organizational and time management skills 
  • Minimum three years sales experience is desirable 
  • Ability to travel up to 80% in assigned territory by vehicle and/or airline. 
  • Excellent verbal and written communication skills 
  • Ability to attend insurance related functions during or after normal work hours 
  • Experience in providing training to brokers on system platforms 
  • Ability to interpret financial data 
  • Knowledge of Microsoft Office (Outlook, Word, PowerPoint and Excel) a plus 

If this is you, then please don’t hesitate to reach out!   

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 unrivaled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.  

Interested candidates, please email your resume in confidence to Bea Dizon at bea@dgacareers.com or at 778-383-9790 ext. 102. If you are working with another DGA Recruiter, feel free to ask them for more information about this position. 

Information

  • City: Vancouver
  • Market segment: Financial Services
  • Job Type: Full-Time
  • Education: Diploma, Insurance License, Masters Degree, Post Secondary Education, University Degree
  • Expertise: Account Management , Customer Service , Sales , Sales Agent , Financial Services
  • Minimum experience required: 3 to 4 Years

Apply