Manager, Broker Education at SGI | AB, CA | Rezi

Manager, Broker Education at SGI

Manager, Broker Education

SGI · AB, CA

1 weeks ago

Manager, Broker Education

SGI · AB, CA

7 days ago
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About the Role

This role is responsible for managing the planning, design, delivery, evaluation, maintenance, and oversight of broker education across SGI CANADA. You will collaborate with regional representation and partners to understand broker needs and ensure education programs reflect operational realities and business priorities.

Responsibilities

  • Leads the research, design, development, and delivery of broker education programs, materials, and learning approaches.
  • Collaborates with internal partners, subject matter experts, and external providers to develop accurate, practical, and aligned broker education content and delivery methods.
  • Manages broker education activities and deliverables to support consistent, high-quality service, communication, and learning outcomes.
  • Ensures broker education materials and messaging are clear, current, consistent, and aligned with business intent, SGI requirements, and broker needs.
  • Monitors broker education content for duplication, gaps, outdated information, and inconsistencies.
  • Guides content and delivery improvements to support broker understanding, readiness, confidence, and effective adoption of change.
  • Supports the planning, vetting, and coordination of broker learning opportunities with industry associations and key business partners.
  • Maintains and monitors broker education materials, tools, inventories, resources, and SGI CANADA/external offerings.
  • Leads a consistent approach to broker education feedback, evaluation, and effectiveness tracking.
  • Acts as the broker education subject matter expert by qualifying and quantifying internal requests, issues, and improvement opportunities.
  • Assesses priorities based on broker impact, business need, operational risk, timing, available resources, and alignment to SGI CANADA priorities.
  • Provides informed recommendations with clear rationale, including the appropriate path forward, trade-offs, and next steps.
  • Supports practical improvements to content, tools, and delivery approaches to strengthen usability, consistency, efficiency, and broker experience.
  • Communicates insights and recommendations so partners and leaders understand broker impacts, risks, trade-offs, and the recommended path forward.
  • Supports the implementation and ongoing refinement of the broker education governance model.
  • Applies established governance processes to manage broker education requests, priorities, deliverables, timelines, risks, dependencies, and team capacity.
  • Maintains portfolio visibility by tracking broker education work, status, risks, dependencies, resource impacts, and priority changes.
  • Translates broker education priorities into actionable plans and directs the team’s work.
  • Represents broker education and the voice of the broker in management-level planning and governance discussions.
  • Identifies concerns, risks, dependencies, and trade-offs early in planning, procurement, and delivery cycles, and escalates issues.
  • Ensures broker education materials have clear ownership, appropriate review cycles, version control, and timely update processes.
  • Provides operational insight and recommendations to support continuous improvement of the broker education governance model, standards, tools, and portfolio practices.
  • Manages external vendor relationships including routine contracts escalating complex service issues to Director.
  • Ensures externally sourced training aligns with brand in all aspects including key messaging.
  • Liaises with regional broker association contacts and strategic national broker learning & development departments.
  • Navigates diverse stakeholder needs and perspectives to support practical and balanced outcomes.
  • Leads discussions, supports alignment, and resolves issues constructively.
  • Builds a higher performing workforce by actively leading human resource activities.
  • Ensures development of divisional succession plans.
  • Builds a culture of leadership and accountability to effectively deliver on strategic and corporate strategies.
  • Drives performance through team members and is committed to leadership development across the company.
  • Ensures programs and policies are in alignment with corporate, strategic and divisional strategies.
  • Manages risk in area of authority.
  • Prepares, reviews, manages and/or approves departmental/divisional budgets.
  • Prepares decision requests, decision and/or information items and/or SGI board items.
  • Ensures that the Health, Safety and Emergency Management Policy is applied in area of responsibility.
  • Makes decisions for departmental operations that are efficient, effective and in alignment with strategic direction and priorities.
  • Ensures department and program policies, procedures and guidelines are in compliance with applicable federal and provincial legislation and regulations.
  • Establishes and maintains an effective system of internal controls to support reliable financial reporting and compliance.

Requirements

  • Four-year degree from an accredited post-secondary education institution in a relevant field of study such as Business or Training/Education.
  • A Canadian Accredited Insurance Broker (CAIB) designation.
  • Eight years’ experience comprised of four years leadership with progressively challenging responsibility and four years’ experience in Property and Casualty (P&C) brokerage operations and carrier relations.

Skills

  • Knowledge of the principles and practices of program development (needs analysis, design, delivery, evaluation, routine contract negotiation and program budgeting).
  • Knowledge of adult education principles (needs assessment, program design, development, implementation, evaluation).
  • Knowledge of insurance products, practices and workflows related to the business of an independent broker model.
  • Knowledge of P&C environment within the regions of SGI CANADA’s representation.
  • Knowledge of budget processes and procedures.
  • Knowledge of SGI CANADA’s policies and procedures.
  • Knowledge of business processes and organizational units and how they interact to support the Corporation’s operations.
  • Strong communication, negotiation, and relationship management skills.
  • Ability to build and maintain effective partnerships with industry stakeholders.
  • Ability to write and present material to diverse audiences, tailoring the communication to the needs of each group.
  • Ability to develop proposals, present recommendations in order to obtain co-operation and approval for proposed courses of action, programs and procedures.

Location

  • Saskatchewan
  • Manitoba
  • Alberta
  • Ontario

Work Type

  • Permanent
  • Full-Time
  • In-office
  • Hybrid
  • Remote

Experience Level

  • Four years leadership with progressively challenging responsibility
  • Four years’ experience in Property and Casualty (P&C) brokerage operations and carrier relations

Education Level

  • Four-year degree in Business or Training/Education
  • Canadian Accredited Insurance Broker (CAIB) designation

Salary/Compensations

  • $99,155.00 - $132,187.00

About the Company

  • At SGI, we are committed to a workplace where people feel respected, valued, and able to contribute fully.
  • Through fair, consistent, and transparent people practices, we attract skilled talent with varied lived experiences and offer meaningful work, opportunities for growth, and a strong sense of belonging.
  • Our commitment to reconciliation includes inclusive hiring practices that create meaningful opportunities for Indigenous peoples and support a workforce reflective of the communities we serve.
  • Join us in building a culture where contributions are valued and shared success is shaped by our people.

Equal Opportunity

  • If you require an accommodation during the recruitment process, we invite you to submit your accommodation request to employeeleaves@sgi.sk.ca and we will work through your request with you. All information received will be kept confidential.