KEY ACCOUNTABILITIES Leads the development of the brokerage’s long term strategic and annual operating plans, the development of goals and oversees the execution of initiatives supporting plans Overall operation and performance of all brokerage branches Developing, implementing and monitoring service delivery standards for the brokerage Establishing, implementing and maintaining business development, sales and marketing strategies and management routines that support the achievement of sales objectives and the overall plan Developing, implementing and managing the brokerage budget including all capital, operating and personnel expenses Preparing financial and statistical reports detailing overall brokerage performance and growth Ensuring all compliance and internal control standards are developed, communicated, and followed Recruiting, developing and leading a team of qualified, professional and capable insurance brokerage employees Developing, communicating, and adhering to human resource policies, compensation guidelines, and performance review procedures Developing and consistently promoting the brokerage brand through all marketing efforts Ensuring the consistent performance of the brokerage’s information technology resources including hardware, software, security and delivery systems Ensuring back office and other administrative services support the efficient delivery of superior service Managing all brokerage facilities and the negotiation of related contracts Developing and managing the relationships and contracts with third-party insurance companies including MPI Maintaining current and relevant knowledge of insurance industry trends, competitor products and strategies Developing and maintaining an external network to establish, build and promote positive relations with dealerships, other brokerages,



insurance companies and vendors Integrating the commitment to corporate social responsibility into brokerage business culture Identifying and securing merger and acquisition opportunities Representing the brokerage and credit union on insurance industry boards, committees, or working groups Education and experience The competencies for the position would typically be acquired through a Bachelor’s degree or diploma requiring three to four years of full time study, plus a Level 3 Nominee licence.

Life, Accident & Sickness licencing is an asset.

Ten or more years of job related experience, with a minimum five years leading a team of qualified staff, or an equivalent combination of education and experience is required. KNOWLEDGE, SKILL & ABILITY (KSA) PROFILE This role requires demonstrated success in key core competency areas including: Leading Self Client Service Delivering Results Communication Change Team Leadership Problem Solving & Decision Making Organizational Acumen In addition, the Chief Executive Officer, Winnipeg Insurance Brokers: Maintains an unwavering focus on the market and client, evolving client needs and exceeding client expectations Is enthusiastic about and keeps ahead of trends in the insurance industry and understands the implications for Winnipeg Insurance Brokers Has an eye for talent, is passionate about leadership and seeing people on the team grow and succeed Demonstrates contemporary sales and service leadership; clearly articulates responsibility, measures and coaches for progress and results Builds and nurtures valuable networks inside and outside the organization Can simultaneously and effectively operate strategically, operationally and tactically Understands the importance of efficiency to the success of the operation; simplifies complex processes to get the most out of limited resources Has established financial management, risk management, vendor relations, human resources, marketing, information technology, administration, compliance and facilities management skills Understands insurance brokerage operations and is knowledgeable in current insurance products, services and the regulatory environment If doing things differently

📌 Chief Executive Officer, Winnipeg Insurance Brokers
🏢 Assiniboine Credit Union
📍 Winnipeg