We are working with a growing, family-run insurance brokerage in Calgary looking for a Personal Lines Service Broker qualified 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
Growth opportunities
While the initial focus will be on Personal Lines servicing and administration, there is an opportunity to become more involved in:
Personal Lines sales
Recent business
Quoting
Client relationship management
Additional brokerage responsibilities
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📌 Personal Lines Service Broker (Alberta)
🏢 Aplin
📍 Alberta