Operations Delivery Lead

The Opportunity

Are you looking for a caring, collaborative, values-driven workplace with inspiring teammates and leaders? Do you have the ambition and desire to be the best and thrive at the most impactful global insurance provider in the world? Look no further than Zurich Canada. 

If you have experience in the Program, MGA or retail market segment within the insurance industry, and are looking for a new challenge, we would love to hear from you. 

Zurich Canada is currently looking for an Operations Delivery Lead  to oversee all operational functions within our Programs, MGA and Retail Business Units. This role is pivotal in driving operational excellence. The ideal candidate will have a deep understanding of the middle market segment (ideally Programs & MGA), along with exceptional operational management skills with a proven record of driving performance excellence. 

Reporting to the Head of Programs, this is a unique opportunity to build your knowledge and experience for the future in a supportive environment where your voice matters. 

This is a hybrid work opportunity.

What you will do

Operational Planning and Performance: 
Lead and manage all operational aspects including business performance and reporting of the Programs & MGA Business Unit, ensuring alignment with business goals and objectives. Develop and implement fit for purpose operational strategies to drive efficiencies, effectiveness and profitability. Ensure all platforms, processes and workflows are optimized to meet the demands of our business strategy to serve Program, MGA and retail business. Drive the successful execution of key projects and initiatives including new system implementation. Monthly oversight of premium booking and identifying gaps to plan and work with internal with external stakeholders to improve information delivery from both data quality and timeliness perspective. 

Process and Workflow Improvement: 
Continuously evaluate and improve operational processes to enhance efficiency, reduce costs, and improve service delivery. Implement best practices and innovative solutions to optimize underwriting and increase productivity. Ensure compliance with regulatory requirements and company policies. Oversee, manage and deep dive all issues from bordereaux receipt to booking, including how things are mapped in the upload tool and the downstream data impacts. Streamline underwriters’ day to day workflow which could include working alongside Underwriters and Leadership to implement delegated arrangements. Assisting with larger IT projects as required. 

Data Storage & File Management: 
Manage projects and hygiene issues – folder cleanup, file migration, etc.

Stakeholder Management: 
Build and maintain strong relationships with key stakeholders, including customers, partners, and internal teams. Act as a liaison between the Programs & Business Unit and other departments to ensure seamless collaboration and communication. Provide regular updates and reports to senior management on operational performance and progress. Work closely with Underwriters, Underwriting Assistants, Portfolio Management and IT for Bordereaux upload. Includes new Program & MGA launches and monthly trouble shooting of monthly bordereaux’s. 

Accumulation Management: 
Oversee accumulation Management of Programs, MGA and Retail Business Units in Canada and ensure accurate and timely reporting to satisfy reporting requirements. 

Job Qualifications - What you bring to the table

Required:
• Bachelors Degree in Accounting or Finance and 10 or more years of experience in the Accounting and Finance area
OR
• High School Diploma or Equivalent and 12 or more years of experience in the Accounting and Finance area
AND
• Experience in Financial Accounting and Reporting, Project Management and Financial Business systems / integrations

Preferred:
•  Bachelor's degree in Business Administration, Operations Management, or a related field. 
•  Experience in the Program, MGA, or retail market segment within the insurance industry. 
•  7-10 years of industry experience focused on operations management in insurance. 
•  Proven leadership in managing large-scale projects. 
•  Strong knowledge of operational platforms and systems. 
•  Programming/automation skills are a plus. 
•  Advanced skills in Excel, data analysis, and presentations. 
•  Ability to drive process improvement and product innovation. 
•  Excellent communication and interpersonal skills. 
•  Strategic thinking and tactical execution abilities. 
•  Strong problem-solving and data-driven decision-making skills. 
•  Experience in team development and performance enhancement. 
•  Knowledge of regulatory requirements and compliance standards. 
•  Proficiency in project management tools and methodologies. 
•  Change management experience. 
•  Ability to work independently with minimal direction.

Our Culture

• At Zurich, we are proud of our culture. We are passionate about Diversity, Inclusion, Equity and Belonging (DIEB). We want you to bring your whole self to work, and we want our employees to be reflective of the communities in which we live and work. Our DIEB initiatives are creating an environment where everyone feels welcome.
• We have a collaborative culture where diversity of thought is valued. We value your input and strive to give our employees the tools they need to make an impact. 
• We care about our employees’ well-being and offer a comprehensive health/benefits plan with varying levels of coverage to suit your specific needs and a competitive total compensation package.
• We understand how important it is to rest, recharge and do the things you love. At Zurich, all employees receive a minimum of four weeks of vacation per year to do just that.
• We also understand that employees require time off for personal reasons. Maybe you have an appointment during a workday, a cultural or religious holiday you would like to observe, or you need time off to focus on your mental health. Zurich employees receive four personal days per year to be used at their discretion. 
• We are committed to continuous improvement, and offer access to a comprehensive range of training and development opportunities. 
• We care about our communities. Our communities are where our customers, people, and shareholders live and work. While we can be proud of the contribution to society Zurich makes through our core business of insurance, we must also give back to our communities through our talent, time and resources.
• We have won numerous awards for our workplace culture. We are proud to be one of Greater Toronto’s Top Employers and to have received Insurance Business Canada’s 5-Star Diversity, Equity and Inclusion Award.   

Make a difference. Be challenged. Be inspired. Be supported. Love what you do. Work for us. 

About Us

Zurich Canada is part of the Zurich Insurance Group, a multi-line insurer with approximately 55,000 employees worldwide serving customers in global and local markets. Zurich Canada has been a leading insurance provider serving mid-sized and large companies, including multinational corporations, in the Canadian commercial market for 100 years. With over 500 employees in offices across the country, Zurich offers the global strength of a top insurance provider combined with in-depth knowledge of industries and local markets. Zurich Canada aspires to be risk management professionals’ first choice as their premier partner to help meet the risk challenges of today and tomorrow. Read more at www.zurichcanada.com.