Branch Team Leader
The Branch Team Leader works to align our Autoplan, Personal lines and Commercial teams through guidance, instruction, coaching and positive leadership to achieve growth goals. They are solution oriented and encourage continuous improvement in the area of external and internal client service. A Team Leader creates effective interpersonal relationships that foster professional growth of their team and their peers. The role is responsible for overall branch production retention and growth as well as recruitment, motivating a team and performance management.

Status: Full-Time, Permanent

Location: Penticton

Pay Range: $65,000 - $90,000 CAD annually

Primary Duties

Player/Coach ability to mentor and lead team to exceed client expectations

Service a book of business in either personal lines or commercial based on past experience

Sets and trains on client service expectations

Selection and Recruitment process; workforce planning

Assessing current and current staff’s abilities to learn and organizing training, adjust training needs based on learning styles

Handles difficult situations in a calm, professional manner





Show gratitude and appreciation towards team and clients

Understanding of what activities drive production; sets goals to encourage growth

Performance management or performance correction with team members to encourage professional development

Supportive of other Team Leaders; attends and contributes ideas in team leader meetings

Communicates achievements and changes with team members.

Acts in a fair, ethical and professional manner

Competencies & Qualifications

Strong Autoplan knowledge, with the ability to complete a ICBC Autoplan transaction

Creates an environment where everyone wants to do their best.

Level two general insurance license

Committed to continuous improvement

Proven ability to interact professionally and effectively with team members and clients

Strong attention to detail

Positive influence and the ability to influence team members

Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.

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📌 Branch Team Leader (British Columbia)
🏢 Acera Insurance Services
📍 British Columbia