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Regional Manager, Retention Specialist

Date: Oct 14, 2021

Location: Winnipeg, MB, CA, R3C-1A8 Moncton, New Brunswick, CA, E1E-4R5 Saskatoon, SK, CA, S7H-0W5 Vancouver, British Columbia, CA, V6J-4Y3 Calgary, AB, CA, T2R-0E4 Edmonton, AB, CA, T6E-6A8 Nepean, ON, CA, K2E-7W5 Toronto, ON, CA, M2P-2B7

Company: Wawanesa Insurance


We’re proud to give our employees the flexibility to choose how and where they want to work. In this role, you will decide whether your preference is to work from home, work from the office or a hybrid of time spent at both. You may live and work anywhere that Wawanesa operates in Canada. 

Wawanesa Mutual Insurance is one of the largest property and casualty insurers in Canada with $3 billion in annual revenues and assets of more than $9 billion. Wawanesa Mutual, founded in 1896 with executive offices in Winnipeg, is the parent company of Wawanesa General, which offers property and casualty insurance in California and Oregon, and Wawanesa Life, which distributes life insurance products and services throughout Canada. With over 3,500 employees, Wawanesa proudly serves over two million policyholders in Canada and the United States. Wawanesa actively gives back to organizations that strengthen communities where it operates, donating well above internationally recognized benchmarks for excellence in corporate philanthropy.

We are currently looking for dedicated, driven, and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience and advancement on a growing team.


Job Overview

This newly created Retention Specialist job opportunity is in support of implementing change to a significant group insurance product within a critical distribution channel.  This role will support the external brokers and clients while working with our Underwriters and Product Specialists.  Knowledge of the unique interplay between group insurance underwriting, broker support and client management is critical to attain expected retention targets.  You will assume a senior role on Wawanesa Life’s Marketing Team in the promotion of Wawanesa Life as a provider in the marketplace.
Job Responsibilities

  • Execute on Retention plan in support of the Product Specialists and Group Underwriting
  • Manage client relationships and provide broker support in the renewal of existing group insurance policies
  • Build and Maintain Plan Advisor relationships as necessary
  • Collaborate with the Business Development Regional Manager in support of this distribution channel
  • Provide feedback on market activity in assigned region Manage Activities within expense budget allocated
  • Renewal Activity
    • Review, Deliver/forward, follow-up and where necessary negotiate on renewals issued to Plan Advisors
    • Assist Plan Advisor in presentation of renewal to client where necessary and possible
  • Work with Executive Office team where necessary to aid in the development of new product opportunities based on market trends and Plan Advisor feedback.
  • Maintain working knowledge of product offerings, contracts, and administrative policies and practices.
  • Perform other duties as assigned.


  • 5 to 7 years of proven sales and service experience with emphasis on initiating contact, presenting and relationship building.
  • Knowledge of Group and/or Individual Insurance, group and/or individual pricing and small business benefits market would be an asset
  • University Degree in Business Administration and/or having obtained CEBS Designation.
  • GBA designation (under CEBS program) required within 2 years of hire.
  • Drivers License is required, and, must have own vehicle available on a daily basis
  • Must possess Life/Accident & Sickness License and E&O Insurance
  • Travel as necessary within the region as outlined in the Business Plan.  Includes travel to Executive office in Winnipeg when required.  (Can include overnight travel)
  • Strong computer skills in Microsoft Office products including Word, Excel and PowerPoint.
  • Strong team player with the ability to work cooperatively and constructively with marketing assistants, other regional group managers and all necessary Executive Office Personnel to achieve the Operations service levels and benchmarks/targets
  • Excellent communication skills (verbal, written and listening) and the ability to communicate with all levels of authority
  • Effective decision making and problem solving skills
  • Commitment to personal development by keeping current with changes in the industry, reading professional publications and maintaining professional network contacts
  • Ability to manage and measure self
  • Strong business acumen and the ability to negotiate balanced solutions for the Company and client within areas of authority


Wawanesa provides its employees with a respectful, challenging and rewarding environment where they can maximize their potential while contributing to the company’s goals. Our full-time permanent employees are provided with highly competitive compensation packages (salaries, generous vacation allowance, leave top up, annual bonus plan, premium free benefits and a pension plan). Wawanesa provides a stable environment for its employees in today’s challenging markets. 

Wawanesa is an equal opportunity employer and is committed to fostering a diverse workforce that is equitable and inclusive for all. Wawanesa provides equal employment opportunity to all employees and applicants without regard to an individual’s protected status: race/ethnicity, colour, religion, creed, sex or gender, sexual orientation, gender identity or expression, family or marital status, pregnancy/childbirth or related conditions, national origin, disability, military or veteran status, or any other protected status. Accommodations are available upon request throughout all aspects of the selection process. Candidates requiring accommodations may contact, in confidence,

If you are interested in this exciting, challenging position with Wawanesa, apply today with your Resume.