Personal Lines Insurance Broker

Job summary

Manage a personal lines client portfolio, handling renewals, endorsements, policy maintenance, accurate documentation, and timely follow-up. Explain coverage and options, support retention through proactive service, identify cross-selling and referral opportunities, and gradually assist with small commercial accounts.

Job details

Take ownership of a meaningful client portfolio and become the steady, trusted voice clients rely on when coverage questions actually matter. Our client is hiring a Personal Lines Insurance Broker who can deliver high quality service, protect retention, and help uncover smart cross sell opportunities. This is a great fit for someone who enjoys autonomy, accountability, and building long term client relationships. Compensation Base salary between $50,000 - $60,000 based on years of experience and education, with potential for added incentives tied to performance and new business contribution. Benefits & Perks Remote first flexibility with supportive leadership and training resources Opportunity to expand into commercial lines with guidance and mentorship Benefits program available Paid vacation and flex days Occasional team meetups and connection points Responsibilities Own personal lines servicing including renewals, endorsements, and policy maintenance Ensure accurate processing, documentation, and timely follow up across all client requests Provide clear explanations of coverage, options, and next steps to clients Use Epic and carrier portals (or similar tools) to keep service levels consistently strong Support retention targets through proactive touchpoints and problem solving Contribute to growth via cross selling and referral based opportunities Learn and assist with small commercial lines accounts as exposure increases Qualifications Must have Level 1 or 2 license in Alberta; designations and continuing education are assets Proven experience servicing personal lines clients in a brokerage or similar environment Strong organization and time management skills in a high volume service role Comfort with technology, portals, and documentation standards (Epic is a plus) Commercial lines familiarity is a bonus, especially SMB property and liability, but not mandatory Client first communication style with professionalism under pressure At Aplin — together with our brands CompuStaff, Impact Recruitment, and Vantix Systems — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers. Accommodation is available upon request throughout all stages of the recruitment process.

What you’ll do

Manage a personal lines client portfolio, handling renewals, endorsements, policy maintenance, accurate documentation, and timely follow-up. Explain coverage and options, support retention through proactive service, identify cross-selling and referral opportunities, and gradually assist with small commercial accounts.

Requirements

Applicants must hold an Alberta Level 1 or Level 2 insurance license and have experience servicing personal lines clients in a brokerage or similar environment. Strong organization, time management, technology skills, and professional client communication are required; insurance designations, continuing education, Epic experience, and commercial lines familiarity are assets.

Benefits

• Remote-First Flexibility
• Training Resources
• Commercial Lines Mentorship
• Benefits Program
• Paid Vacation
• Flex Days
• Team Meetups

Listed skills

• Client Relationship Management · Preferred
• Time management · Preferred
• Organization · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Lines Insurance Servicing
• Client Relationship Management
• Policy Renewals
• Endorsements
• Policy Maintenance
• Coverage Explanations
• Client Retention
• Cross-Selling
• Referral-Based Business Development
• Insurance Documentation
• Time Management
• Organization
• Epic
• Carrier Portals
• Small Commercial Lines
• Client Communication

Job areas

• Customer Service & Support
• Sales
• Finance & Accounting

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