Personal Lines Service Broker

Impact Recruitment; Calgary; Sur place; CAD 45 000 - 50 000; Plein temps

Avantages offerts par ce poste

Health benefits

Dental benefits

Commission potential

Résumé du poste

Impact Recruitment is seeking a Personal Lines Service Broker in Calgary to service and administer Personal Lines policies, handle endorsements, and support day-to-day brokerage operations. You will work closely with owners and a small team, processing policy changes and client requests with accuracy.

The role suits someone with 1–2 years of insurance or brokerage experience, familiar with Auto and Property lines, and holding a Level 1/2/3 license.

Qualifications

• 1–2 years of insurance or brokerage experience required.
• Personal Lines experience preferred.
• Experience with Auto and Property insurance.
• Valid insurance licence — Level 1, 2, or 3.
• Strong attention to detail and accuracy.
• Excellent communication and organizational skills.
• Comfortable working independently in a small team.
• EPIC or other broker management system experience is an asset.
• Punjabi and/or Hindi language skills highly preferred due to client base.

Responsabilités

• Process Personal Lines policy changes and endorsements.
• Handle vehicle additions and other client policy requests.
• Collect and review required documentation.
• Update policies and client information in the broker management system.
• Prepare and send policy documents to clients.
• Respond to client inquiries and follow up when required.
• Complete Personal Lines quotes for Auto and Property.
• Communicate with insurance companies regarding quotes and policy questions.
• Support general day-to-day brokerage administration.
• Ensure policies and client information are processed accurately.

Connaissances

Insurance experience

Personal Lines

Auto insurance

Property insurance

License Level 1/2/3

Attention to detail

Communication

Independent worker

EPIC / broker system

Punjabi/Hindi language pref

Outils

EPIC system

Description du poste

Personal Lines Service Broker (BH-286102)

Location Calgary, Canada Sector Insurance Salary 45,000.00 CAD to 50,000.00 CAD per annum

We are working with a growing, family‑run insurance brokerage in Calgary looking for a Personal Lines Service Broker professional to join their team.

This role is primarily focused on Personal Lines servicing, administration, and policy processing, supporting an established book of business. You’ll work closely with the brokerage owners and play an important role in managing day‑to‑day client and policy needs.

This is a great opportunity for someone with 1–2 years of insurance or brokerage experience who wants to take on more responsibility and grow with a small, entrepreneurial brokerage.

Key Responsibilities

• Process Personal Lines policy changes and endorsements


• Handle vehicle additions and other client policy requests


• Collect and review required documentation


• Update policies and client information in the broker management system


• Prepare and send policy documents to clients


• Respond to client inquiries and follow up when required


• Complete Personal Lines quotes for Auto and Property


• Communicate with insurance companies regarding quotes and policy questions


• Support general day‑to‑day brokerage administration


• Ensure policies and client information are processed accurately

Requirements

• 1–2 years of insurance or brokerage experience


• Personal Lines experience preferred


• Experience with Auto and Property insurance


• Valid insurance licence — Level 1, 2, or 3


• Strong understanding of insurance workflows and policy servicing


• Strong attention to detail and accuracy


• Excellent communication and organizational skills


• Comfortable working independently in a small‑team environment


• EPIC or other broker management system experience is an asset


• Punjabi and/or Hindi language skills are highly preferred due to the brokerage's client base.

Work Environment

This is a 5-day in‑office position working closely with the brokerage owners and a small team.

The typical schedule is 9:00 AM–5:00 PM, with flexibility between 30–40 hours per week.

Compensation & Benefits

• $45,000 - $50,000+based on experience


• Flexibility for the right candidate


• Health and dental benefits


• Potential opportunity to earn additional commission as responsibilities expand into sales/new business


• Opportunity to take on additional responsibilities as the brokerage continues to grow

Career Growth

While the initial focus will be on Personal Lines servicing and administration, there is an opportunity to become more involved in:

• Personal Lines sales


• New business


• Quoting


• Client relationship management


• Additional brokerage responsibilities

We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives.

To be considered, applicants must be legally entitled to work in Canada, including holding any required permits.

Accommodation is available upon request throughout all stages of the recruitment process.