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, inspiring 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 new 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.

📌 Branch Team Leader (Penticton)
🏢 Acera Insurance Services
📍 Penticton