Branching Out

The process of setting up a brokerage or a new branch entails a lot of challenges that’ll be new for someone who’s previously only ever worked for others. After the initial setup, building it up into a successful operation requires ongoing adaptability and consistent effort.

Helen Zong joined Broker Team in 2012. About eight years later the Founders offered her an opportunity to start a branch in North York. In the four years since it opened, she’s had to grow alongside the business.

Setting Up Shop

Setting up the new branch was a team effort between Helen and Broker Team Management. Having previously gone through the process, they were able to provide guidance, resources and mentorship.

“We prepared a lot at the start,” said Helen. “Our Management Team know how to do this, what the steps are. Throughout the journey, they helped me—to find a location and do all the legal work. I didn’t think it was difficult to open up the branch because of that support, I was able to focus on getting comfortable.”

Lessons Learned

Making the leap into Management isn’t easy. It often requires learning a whole new skill set in addition to the role you’re already doing. It can be like taking on two full time roles, but that means you also gain experience more quickly.

“Mostly, I’ve had to learn new Management skills. I learned a lot from my colleagues. I read some books. And I learned from my mistakes.

“After four years as Director, I think I’ve grown quickly compared to my 10 years as a broker. You’ll face lots of problems and you don’t have the option to stop. Your problem-solving skills will definitely improve.”

Helen’s takeaways from the past four years are very pragmatic. They’re the kind of pieces of advice that all seem to have come from running into an issue and having to work through it.

“First, it’s important to identify what’s most important and focus on it. Procrastinating will slow any process.

“Second, make quick employee decisions. If an employee isn’t a good fit, make quick decisions to keep the team efficient and morale high. If I have a bad feeling at the start, I try to move quickly because otherwise it wastes time for both of us.

“Also, the insurance industry is always changing, so continuous learning is essential. Staying up-to-date with industry trends and changes helps me better serve my clients and support my team.”

Culture Balance

Helen endeavored to cultivate a comfortable and productive workplace culture from the outset. Staff have regular social gatherings and participate in activities together. Having a happy staff helps keep them invested in the business.

“I think work/life balance is important. And I think both physical and mental health for everyone is super important. Always like work hard, play hard—that’s our culture.”

Helen has to work to strike that balance in her own life. Between her role as Director and being the mother of two young children, she has a lot to manage.

“My life is quite busy. I try my best at both roles, but it’s hard to balance those things. I have super support helpers—my parents.”

However those roles are often a source of strength and inspiration for Helen, informing and strengthening her approach in both.

“I’ve learned a lot from being a mother, and I’ve implemented a lot of those things in how I run the branch. I help employees set goals that are achievable. I teach them to be prepared and to respect what they do.”

Be Ready

“Sometimes to succeed in life and in business, you need a little luck. But don’t take it for granted and stay ready. When you’re prepared, you have the tools you need to weather any obstacles when the luck runs out.”

But Helen’s luck hasn’t run out yet. All the challenges and long hours haven’t slowed her ambitions or appetite.

“We should always step out of our comfort zones to try something new. It’s all been worth it.”