TD Insurance Private Client Advice Group Manager (New Business)

Work Location:
Toronto, Ontario, Canada

Hours:
35

Line of Business:
TD Insurance

Pay Details:
$88,500 - $132,700 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Insurance is part of TD Bank Group, one of Canada's largest financial institutions. TD Insurance helps protect clients from the 'accidents of life' with a wide range of products including credit protection, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance authorized products and services are available online, over the phone, and through a network of more than 1,000 TD Canada Trust branches.

In Canada, we have two lines of business, General Insurance and Life and Health. Our General Insurance business is one of the top home and auto insurance groups in Canada and the national leader in group insurance and affinity marketing. Our Life and Health business is the number one provider of critical illness insurance and direct life and health insurance in Canada.

At TD Insurance, we are committed to fostering an inclusive, accessible environment. With a Canada-wide workforce of over 4,000 employees and offices in Atlantic Canada, Quebec, Ontario and Alberta, our company is always growing and can help you to grow. TD Insurance offers a stable and dynamic work environment where talent is appreciated, and professional development is taken seriously. More than just a job, we offer rewarding careers.

Welcome to Private Client Advice! Since its inception in 2018, Private Client Advice (PCA) has grown fast and profitably. We offer an insurance service that appreciates our client's efforts to build their prized assets, which may include everything from cars and properties, to wine, jewelry or art. Private Client Advice is a bespoke insurance experience, tailored with our clients in mind and customized to ensure that the assets they've worked so hard to acquire are fully protected. Our goal is to exceed our client's expectations.

If this was enough to peak your curiosity and you want to learn more about us, check out our web page: https://www.tdinsurance.com/products-services/private-client-insurance

Job Description

The PCA Group Manager leads a team of senior insurance advisors and is accountable for ensuring effective and efficient operations, delivery of services / solutions in accordance with established service levels, quality standards, compliance and regulatory guidelines. In this role, you will lead, coach and develop employees to achieve business results, strong underwriting acumen and professional/ personal development objectives.

K E Y A CC O U N T A B I L I T I E S

• Monitor and lead team performance to meet customer and partner expectations
• Ensure teams effectively manage the customer/partner problem resolution process.
• Lead the negotiation and resolution of significant customer issues
• Ensure the achievement of the team, business and Customer Experience goals by coaching/modeling CEI attributes and behaviours
• Provide input into research, development and implementation of new processes, technologies or operating models, evaluate impacts (benefits) of new strategies
• Act as escalation point for significant risk matters / exceptions
• Support the development and maintenance of retention strategies, activities and referrals that produce a positive client experience, while ensuring the profitable growth of the business
• Ensure appropriate models are in place to optimize customers segmentation
• Work with internal and external partners

Job Requirements

• 5+ years of leadership experience (Additional consideration will be given to those who have leadership experience at the Group Manager level)
• 7+ years experience, with preference servicing Private Client Services clients as an Underwriter or Broker
• Underwriting exposure is preferred
• Provincial License (active and in good standing) required - minimum 1 year
• Willing to be licensed in other provinces and/or territories
• A team player with a strong work ethic
• Excellent interpersonal, presentation, communication and negotiation skills P
• Proven sales ability to round-out accounts
• An unwavering commitment to delivering professionalism and expertise to our clients
• Computer proficiency in MS Office products such as Word and Excel
• Robust and varied background in Insurance
• Strong entrepreneurial spirit with a proven track record of prospecting and successfully signing new clients
• Strong Insurance knowledge across all asset classes that enable wholesome discussions on various insurance topics (underwriting, pricing, claims, cross border etc.)
• Recognized ability to engage in a thorough client discovery process and identify opportunities for partner referrals
• Confidence in establishing and managing relationships with sophisticated clients
• Possess strong Centers of Influence relationships and broad network of external advisors
• Proven personal credibility and accountability
• Conscientious individual with a passion for creating a legendary client experience at every opportunity
• Demonstrated high attention to detail
• Strong negotiation skills
• Strong communication skills - oral & written

Who We Are:

As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always.

TD Insurance offers a wide range of products, including General Insurance and Life and Health. More than four million customers count on us.

As the largest direct to consumer insurer in Canada, we are always innovating and providing exciting and rewarding career opportunities for our Canada-wide workforce.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):
Sans Objet