Personal Lines Service Broker

Aplin; Calgary; On-site; CAD 45,000 - 50,000; Full time

Benefits offered by this job

Health and dental benefits

Commission potential

Job summary

Aplin in Calgary is seeking a Personal Lines Service Broker to join a growing, family‑run insurance brokerage. You will service Personal Lines, handle policy changes, endorsements, and client requests, supporting an established book of business.

With 1–2 years of insurance experience, a Level 1–3 license, and strong communication and organizational skills, you will update records in EPIC, process quotes for Auto/Property, and contribute to daily brokerage administration.

Qualifications

• 1–2 years of insurance or brokerage experience.
• Excellent communication and organizational skills.
• Strong attention to detail and accuracy.

Responsibilities

• Process Personal Lines policy changes and endorsements.
• Handle vehicle additions and client policy requests.
• Update policies and client information in the broker management system (EPIC).
• Prepare and send policy documents to clients.
• Respond to client inquiries and follow up as needed.

Skills

Communication

Attention to detail

Organizational skills

Education

Insurance licence Level 1-3

Tools

EPIC

Job description

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