Job Description
Personal Lines Team Lead – Calgary
Are you an experienced personal lines professional looking for your next challenge? Do you thrive in a leadership role, mentoring a team of account managers while delivering exceptional client service? If so, we have an exciting opportunity for you!
We are partnering with one of Calgary’s fastest-growing brokerages, achieving over 35% growth last year. They provide customized, comprehensive insurance solutions to clients across multiple lines of business. Our client is looking for a Personal Lines Team Lead to manage a team of 3–4 account managers and contribute to the continued success of their dynamic team.
Key Responsibilities:
-
Manage a book of personal lines business, focusing on retention, profitability, and growth
-
Lead, coach, and support a team of account managers to ensure high-quality service and achievement of performance goals
-
Act as a liaison between producers and the team, fostering effective communication and collaboration
-
Handle complex or escalated client inquiries, providing solutions and advice
-
Maintain and update client records and policies in EPIC or a similar broker management system
-
Monitor and report on key metrics and personal lines market trends
-
Stay current with industry best practices, regulations, and products
-
Participate in training and development initiatives
-
Deliver and analyze system reporting for leadership
Qualifications:
-
Minimum 5 years’ personal lines insurance experience in a brokerage environment
-
Valid Level 2 General Insurance License in Alberta
-
Experience leading or mentoring account managers (formal title not required)
-
Familiarity with EPIC or similar broker management systems
-
Excellent verbal and written communication skills
-
Strong customer service and problem-solving abilities
-
Ability to work independently and collaboratively in a fast-paced environment
-
Strong multitasking and prioritization skills
What We Offer:
-
Competitive salary plus new business and renewal commissions
-
Flexible, hybrid working model
-
Supportive, collaborative team culture
-
Comprehensive benefits package
-
Generous vacation and personal time policy
-
Challenging and rewarding career growth opportunities
-
Vibrant work culture built on collaboration and excellence