Manager, Broker Education

Out of Scope

Permanent Full-Time

Location: This position may be based in any SGI office location in Saskatchewan Manitoba Alberta or Ontario subject to workspace availability.

Work Arrangement: We offer flexible work arrangements including in-office hybrid and remote options. Work arrangements eligibility will be discussed during the recruitment process and confirmed based on business and operational needs.

Pay Range: $99155.00 - $132187.00

Closes: September 28 2026

The successful candidate will be responsible for managing the planning design delivery evaluation maintenance and oversight of broker education across SGI this role you will work collaboratively with regional representation and partners to understand broker needs bring forward the voice of the broker and ensure broker education programs materials and learning initiatives reflect broker operational realities business priorities and change impacts. You will manage broker education planning coordination and continuous improvement activities to support broker readiness understanding confidence and experience across the broker distribution network.

Key Accountabilities:

Broker Education Design Delivery & Quality

• Leads the research design development and delivery of broker education programs materials and learning approaches that reflect broker workflows operational realities authority levels and business needs.

• 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• Monitors broker education content for duplication gaps outdated information and inconsistencies that may create confusion or rework.

• 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 including convention speakers education sessions and broker-hosted training initiatives ensuring content is relevant practical aligned and supportive of the broker experience.

Broker Education Evaluation Prioritization & Insight

• Maintains and monitors broker education materials tools inventories resources and SGI CANADA/external offerings to ensure they remain current accessible accurate and aligned with SGI CANADA products systems processes and requirements.

• Leads a consistent approach to broker education feedback evaluation and effectiveness tracking including surveys broker input partner feedback reporting and other data sources.

• Acts as the broker education subject matter expert by qualifying and quantifying internal requests issues and improvement opportunities; challenging assumptions where appropriate; and providing evidence-based guidance on whether action deferral redirection monitoring or no action is warranted.

• 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.

Broker Education Governance Implementation & Portfolio Oversight

• Supports the implementation and ongoing refinement of the broker education governance model including intake prioritization ownership review cycles standards reporting escalation and alignment with the Corporate Technical Training (CTT) 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 teams work to support broker readiness understanding adoption confidence and experience.

• Represents broker education and the voice of the broker in management-level planning and governance discussions identifying impacts to broker workflows handoffs authority levels timing and day-to-day business operations and escalating matters requiring Director-level decision or alignment.

• Identifies concerns risks dependencies and trade-offs early in planning procurement and delivery cycles and escalates issues that may affect broker understanding adoption or experience.

• 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.

Relationship Management

• 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 to proactively seek out training opportunities align with brokers priorities and support learning programs and events.

• Navigates diverse stakeholder needs and perspectives including brokers underwriting billing claims business development and other partners to support practical and balanced outcomes.

• Leads discussions supports alignment and resolves issues constructively to enable effective outcomes.

People Leadership

• Builds a higher performing workforce by actively leading human resource activities.

• Ensures development of divisional succession plans. Provide necessary resources including direct facilitation of train the trainer.

• Builds a culture of leadership and accountability to effectively deliver on strategic and corporate strategies ensuring integration with employee performance development and career development plans.

• Drives performance through team members and is committed to leadership development across the company supporting employees and workforce readiness through mentoring training and developmental opportunities.

Corporate Management

• 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 including development implementation and managing of program components specific to departmental health and safety requirements.

• 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; implements and evaluates changes to legislation and regulations in area of authority.

• Establishes and maintains an effective system of internal controls to support reliable financial reporting and compliance in accordance with applicable laws and regulations within the span of control and communicates the importance of internal controls to staff.

Education and Experience

• 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.

Knowledge Skills and Abilities

• 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 CANADAs representation.

• Knowledge of budget processes and procedures.

• Knowledge of SGI CANADAs policies and procedures.

• Knowledge of business processes and organizational units and how they interact to support the Corporations operations.

• Demonstrates strong communication negotiation and relationship management skills with the 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.

Behavioural Competencies

Leader Level 3 Applies (Team/Dept)

• Accountability - Provides Direction and Sets Expectations

• Business Acumen - Applies Broader Business Metrics and Understands the Internal and External Environment

• Change Agility - Makes Change Real for Others

• Leadership - Leads the Team

At SGI we are committed to a workplace where people feel respected valued and able to contribute 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 commitment to reconciliation includes inclusive hiring practices that create meaningful opportunities for Indigenous peoples and support a workforce reflective of the communities we us in building a culture where contributions are valued and shared success is shaped by our people.

If you require an accommodation during the recruitment process we invite you to submit your accommodation request to and we will work through your request with you. All information received will be kept confidential.

Posting Close Date: