Personal Lines Team Lead - IW-9954

Date of modification:

Job number: IW-9954

Detail

Job title: Personal Lines Team Lead

Location: Calgary

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

Information

  • City: Calgary
  • Market segment: Insurance
  • Job Type: Full-Time
  • Education: Insurance License Level II
  • Expertise: Broker-Customer Service , Broker Management , Broker-Personal
  • Minimum experience required: 5 to 6 Years

  • Contact name: Katie Ellwood
  • Contact email: katie@dgacareers.com

Apply