Billyard Insurance Group Job Board
Personal Lines Sales Manager
Description
Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at the center of our decisions as we embrace a Client First, Always mindset. We believe in the power of teamwork to Achieve More Together, combining strengths to deliver meaningful solutions. Finally, we Innovate with Purpose by leading the digital insurance revolution, consistently driving quality, enhancing client service, and empowering brokers.
With over 80 locations across Canada and recognition as one of Canada’s Top Growing Companies, BIG is shaping the future of insurance. Join us as we continue to redefine the industry with innovation, collaboration, and excellence.
The Personal Lines Sales Manager is responsible for leading a high-performing, multi-channel sales team that includes Digital Sales Brokers, Broker Partner Sales & Service Brokers, and Insurance Broker- Producer This role is accountable for driving profitable new business growth, achieving targets, and ensuring the quality and compliance of all personal lines business. The Manager provides strategic direction, coaching, and operational oversight to optimize sales performance across channels. Success in this role requires a strong understanding of brokerage operations, carrier partnerships, and a commitment to delivering exceptional client service.
What does the Personal Lines Sales Manager do?
- Provide direct leadership and coaching to a diverse sales force (Digital Sales Brokers, Broker Partners Sales & Service Brokers, Insurance Broker - Producers) to drive individual and team performance aligned with business objectives.
- Set clear KPIs, performance expectations and goals for each team.
- Monitor, analyze, and act on sales metrics and retention data to ensure targets are consistently met or exceeded.
- Identifies areas of underperformance or risk within Broker Partner and Broker Producer channels and communicates findings to senior leadership.
- Supports senior leadership in making informed decisions regarding continued engagement or contractual changes for Broker Partners and Insurance Broker- Producers.
- Ensures all performance management practices are compliant with the contractual nature of the Broker Partner and Producer relationships.
- Ensure all new business meets company underwriting standards and carrier-specific guidelines.
- Guide the Broker Partner Sales channel to maximize productivity and compliance of independent sales representatives.
- Support all producers in growing personal lines books through coaching, training, and performance feedback.
- Partner with the Director of Brokerage Operations to develop tactical plans aligned with strategic priorities.
- Identify training and development opportunities for team members to elevate knowledge, confidence, and performance.
- Lead regular performance reviews, providing timely feedback and recognition to foster engagement and accountability.
- Oversee use and optimization of Broker Management Systems, and Microsoft Office tools to ensure data integrity and operational efficiency.
- Actively resolve escalated client or carrier issues to maintain strong relationships and uphold service excellence.
- Ensure full regulatory compliance in all sales activity and documentation, promoting a culture of ethical conduct.
- Collaborate cross-functionally with service, underwriting, and claims teams to ensure a seamless client journey.
- Foster a collaborative, inclusive team culture that reflects the organization's values and enhances employee satisfaction.
- Continuously evaluate personal lines market trends and competitor activity to identify growth and innovation opportunities.
- Ensure service delivery standards are consistently met or exceeded.
- Has full hiring and termination authority for the Digital Sales team, including responsibility for onboarding, coaching, and performance management.
- Provide coaching, training, and mentorship to drive high performance and skill development.
- Conduct regular file audits and performance reviews to maintain high-quality submissions and minimize underwriting issues or cancellations.
- Liaise with underwriting and carrier partners to troubleshoot issues and maintain strong working relationships.
- Implement initiatives to improve client onboarding, satisfaction, and retention.
- Monitor retention metrics and work with teams to proactively address potential churn.
- Collaborate cross-functionally with operations, training, marketing, and compliance teams.
- Prepare regular reports on sales performance, pipeline health, retention, and team productively for senior leadership.
Does this sound like you?
- Able to create and execute channel-specific sales plans that support strategic goals.
- Deep understanding of personal lines products, underwriting, and risk assessment.
- Skilled in using Broker Management Systems to manage workflows and client data.
- Strong knowledge of RIBO and provincial guidelines with ability to ensure full team compliance.
- Ability to interpret sales and retention data to drive performance decisions.
- Experienced in maintaining and leveraging relationships with insurance carriers.
- Ability to guide team members in the effective use of digital tools and resources.
- Identifies and implements improvements to optimize team efficiency and service delivery.
- Understanding of digital channel dynamics, including lead management and online client engagement.
- Inspires, mentors, and motivates a high-performing team to achieve shared goals.
- Consistently prioritizes client needs, delivering tailored solutions and outstanding service.
- Communicates clearly and persuasively across all levels of the organization.
- Builds strong relationships across departments and with external partners to align efforts.
- Holds self and team members responsible for results, ethical conduct, and continuous improvement.
- Provides actionable, respectful guidance to support employee growth and development.
- Makes informed, timely decisions that support organizational goals and risk tolerance.
- Embraces change and leads the team through evolving business environments.
- Manages disputes constructively, maintaining positive relationships and team cohesion.
Qualifications:
- Minimum 5 years of progressive experience in personal lines insurance, with at least 2 years in a leadership or managerial role
- RIBO License required; other designations (e.g., CAIB, CIP) considered an asset
- Demonstrated experience managing multi-channel sales teams and driving sales/retention performance
- In-depth knowledge of personal lines products, market trends, and regulatory requirements in Ontario
- Proficient in Microsoft Office Suite
- Post-secondary education in Business, Insurance, or a related field is preferred
- Working knowledge of Broker Management Systems an asset
What We Offer:
- People-focused company culture
- Comprehensive benefits including medical, vision, dental, and Employee Assistance Program (EAP)
- 3 weeks’ of paid vacation in the first year of employment; 4 weeks’ in year 2
- Birthday day off
- Hybrid work from home / in-office environment
- Retirement savings programs, with company-matched RRSP contributions
Our Commitment to Diversity, Inclusion and Belonging:
Billyard Insurance Group is committed to building a transparent environment where everyone feels heard, welcomed, and included. We believe Diversity, Inclusion, and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud, equal-opportunity workplace that is committed to equal employment opportunity regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.
Our Commitment to Accessibility:
Billyard Insurance Group is committed to developing an inclusive, barrier-free recruitment process and work environment. Should you require any accommodation, please inform us, and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats, or to report any accessibility problems, please contact us at serenity@thebig.ca or 905.346.2190 ext. 10212.