Job Description & How to Apply Below
Want to be part of one of the Top 10 Insurance Brokerages in Canada? Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic, and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family. Our unique culture encourages employees to enroll in higher education, webinars, and training for professional growth and qualify for more advanced positions in the company.
Oracle RMS is Great Places To Work certified!
At Oracle RMS, we hold an unwavering commitment to our clients, ensuring your needs are exceeded at every turn. Our dedication goes beyond mere professionalism; it's rooted in genuine care and concern for your well-being. We strive to cultivate relationships built on trust and integrity, where your success and security are our utmost priorities. As a result, you’ll have the peace of mind knowing that we’ve got your future protected.
We are guided by the principles of integrity and trust, fostering a culture of care that extends to both our clients and our team. At Oracle RMS, we believe in collaborative growth, where every employee is empowered to contribute, learn, and thrive together.
This position provides strategic leadership and day-to-day management for a high-performing team of life insurance and group benefits advisors, along with the administrative and operational teams that support the department.
This role is responsible for driving business performance, advisor productivity, operational efficiency, service excellence, and team development within a dynamic insurance brokerage environment. The position acts as a key link between advisors, administrative teams, insurance carriers, senior leadership, and clients to ensure the department operates effectively and delivers a consistently high standard of service.
Responsibilities: Leadership & People Management Lead, coach, and develop a team of life insurance and group benefits advisors, as well as administrative and support staff.
Establish clear performance expectations, goals, priorities, and accountability measures.
Provide ongoing coaching, mentoring, feedback, and performance management.
Identify opportunities to develop employee capabilities, improve engagement, and support career growth.
Foster a collaborative, positive, and high-accountability team culture.
Manage staffing requirements, resource allocation, workload distribution, and succession planning.
Advisor Management & Business Performance Oversee the day-to-day performance and effectiveness of life licensed advisors.
Support advisors in achieving business, sales, retention, and client service objectives.
Monitor key performance indicators and identify trends, opportunities, and areas requiring improvement.
Develop and implement strategies to improve advisor productivity and operational effectiveness.
Ensure advisors have the tools, resources, processes, and administrative support required to grow their practices.
Help resolve complex client, advisor, and carrier issues and provide guidance on appropriate solutions.
Operations & Administration Oversee administrative processes supporting new business, renewals, policy servicing, claims, client requests, and ongoing account management.
Ensure administrative workflows are efficient, consistent, and aligned with brokerage standards.
Identify operational gaps and implement process improvements to reduce errors, improve turnaround times, and enhance the advisor and client experience.
Establish appropriate workflows, procedures, and accountability between advisors and administrative teams.
Ensure effective workload balancing and prioritization across the support team.
Work collaboratively with internal departments to resolve operational issues…
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