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Bank of Montreal

Senior Manager, Agency Operations & Business Enablement

Posted 2 Days Ago
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Toronto, ON
Senior level
Toronto, ON
Senior level
The Senior Manager, Agency Operations & Business Enablement will design and implement operational frameworks for a new insurance agency, optimize daily operations for efficiency, manage key processes for agent onboarding, and lead continuous improvement initiatives. This role requires strong leadership and strategic thinking to ensure long-term success and scalability.
The summary above was generated by AI

Application Deadline:

03/19/2025

Address:

250 Yonge Street

Job Family Group:

Customer Shared Services

Are you ready to build something from the ground up and lead it to excellence? We are launching a new insurance agency, and we need a dynamic leader to design, implement, and optimize its operations. This is a rare opportunity to be at the forefront of a high-impact initiative, shaping the future of agency enablement while ensuring its long-term success through operational excellence.
Why This Role Matters
As the Senior Manager, Agency Operations & Business Enablement within Retail Insurance, you will play a pivotal role in building and managing the agency operations model—establishing its structure, processes, and foundational capabilities. Once launched, your focus will shift to leading and optimizing daily operations, ensuring efficiency, performance, and continuous improvement. As the agency grows, you will also play a key role in developing a Service Centre of Excellence to enhance Retail Insurance support, scalability, and service capabilities. This position is ideal for a leader who thrives on building, optimizing, and scaling high-performing operational models.
What You’ll Do
Build & Launch the Agency Operations Framework

  • Design and implement the agency operational model, ensuring it is structured for long-term success.
  • Develop key processes for agent onboarding, training, performance tracking, and compliance frameworks.
  • Collaborate with internal and external stakeholders to ensure seamless integration of agency operations.
  • Implement technology and automation tools to support agency efficiency and scalability from day one.
  • Establish performance metrics and KPIs to measure success and drive continuous improvement.

Manage, Optimize & Scale Agency Operations

  • Oversee daily agency operations, ensuring efficiency, compliance, and high performance.
  • Enhance the agent experience by refining processes, improving support mechanisms, and removing operational barriers.
  • Monitor and analyze key performance metrics, driving continuous improvement and strategic enhancements.
  • Advance digital enablement, partnering with IT teams to optimize technology tools, automation, and reporting.
  • Ensure compliance and risk management, evolving policies and procedures as the agency scales.
  • Drive scalability and sustainability, introducing best-in-class service and support models.
  • Champion continuous improvement, leveraging data and technology to refine processes and maximize agent success.

What You Bring

  • Industry expertise: 7+ years of experience in insurance operations, agency management, or a related field.
  • Builder’s mindset: Experience in launching new operational frameworks or distribution models is a strong asset.
  • Operational excellence: Proven ability to manage and optimize scalable processes, drive performance, and lead continuous improvements.
  • Technology and automation skills: Familiarity with CRM systems, workflow automation, data analytics, and digital tools to enhance efficiency.
  • Strategic and entrepreneurial thinking: Ability to navigate ambiguity, anticipate challenges, and develop forward-thinking solutions.
  • Leadership and influence: Strong ability to inspire teams, drive change, and collaborate across functions.
  • Exceptional communication skills: Ability to effectively engage with stakeholders at all levels, from front-line agents to senior executives.

Why Join Us?

  • Career-defining opportunity – Be part of launching and shaping a new agency distribution model from inception.
  • End-to-end ownership – Build, manage, and optimize operations, ensuring long-term success.
  • Scalability and growth – Lead an evolving business with future opportunities in leadership and strategy.
  • Innovative environment – Work with cutting-edge technology and a forward-thinking team to modernize insurance distribution.
  • Supportive and collaborative culture – Join a team that values innovation, problem-solving, and a customer-first mindset.

Salary:

$84,000.00 - $156,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Top Skills

Crm Systems
Data Analytics
Digital Tools
Workflow Automation
HQ

Bank of Montreal Toronto, Ontario, CAN Office

First Canadian Place, 100 King Street, Toronto, Ontario, Canada, M5X 1A1

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