Director, Insurance Programs And Services

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Director, Insurance Programs and Services to join our Insurance team.

Reporting to the Senior VP, Insurance and Advance Planning, the Director, Insurance Programs and Services is responsible for leading the Insurance Operations team of 7 in our National Account Managing General Agency (MGA).  The Director also works collaboratively with 4 Regional Insurance Consultants (RICS) and the Insurance Business Development Manager to provide a full suite of MGA services to a growing number of insurance advisors.  This position plays a key role in delivering corporate insurance growth strategies by ensuring high service standards in the MGA back office, and by managing contracts and relationships with insurance suppliers and vendors.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

• Relationship Management: establish and maintain strong business relationships with insurance companies, systems and software vendors, and manage a separate AGA relationship.  Review and negotiate supplier contracts, including special requirements for our unique distribution model.  Manage marketing allowances, co-ordinate training and education delivery from insurance companies, including monthly webcasts.  Handle communications relating to insurance strategy, including quarterly insurance success stories
• Project Management: responsible for handling internal projects and liaising with other departments to ensure insurance strategic goals can be executed.  Examples include implementation of insurance data feeds, re-branding insurance agency, launching new advisor training program.  Change management is integral to this role as our insurance distribution model continues to evolve to capitalize on new technologies, growth and marketing opportunities
• Insurance Operations: the insurance operations team reports to the Director.  This team is responsible for all new business processing, policy service, agent contracting and transfers of business including bulk transfers and individual policy transfers. Maintaining high service standards in insurance operations and finding other ways to provide value added services to our advisors is an essential part of this role.  Implementing Book of Business feeds from carriers into WealthServ is an important tactical goal for our MGA