Personal Lines Account Manager

Position Overview

The Personal Lines Account Manager is responsible for providing administrative and broker support within a busy insurance brokerage. This role plays a critical part in maintaining the accuracy of brokerage systems and supporting Personal Lines brokers with client servicing activities.

The Personal Lines Account Manager serves as a key point of coordination for report management, lead distribution, shared communications, policy processing, data integrity, and system administration. The ideal candidate has previous insurance brokerage experience, is proficient in Applied EPIC, holds a Level 1 General Insurance License, and demonstrates exceptional organizational and multitasking abilities in a fast-paced environment.

Key Responsibilities

• Provide administrative support to Personal Lines brokers, including the preparation of quotes, renewals, and policy documentation.
• Accurately enter, update, and maintain policy information in EPIC, insurer portals, and related systems.
• Generate and review daily unbilled reports and renewal lists, escalating concerns to the appropriate team members.
• Manage and monitor the EPIC Never Assigned folder, ensuring all items are assigned and actioned promptly.
• Manage incoming communications within shared team inboxes and delegate requests to the appropriate team members.
• Coordinate incoming quote requests and WebRater leads, ensuring timely assignment, follow-up, and workload distribution.
• Review broker-submitted information and documentation for accuracy and completeness before processing.
• Process policy transactions under the direction of licensed brokers and maintain accurate documentation of all activities.
• Maintain Applied Rating Systems, broker codes, carrier information, and related brokerage platforms.
• Act as the primary liaison for Policy Pro workflow coordination and maintenance.
• Monitor brokerage systems and workflows to ensure data accuracy, consistency, and adherence to established processes.
• Assist with Microsoft Bookings administration and scheduling coordination as required.
• Maintain organized electronic and physical filing systems in accordance with company standards.
• Coordinate mail, courier shipments, and general office administration functions.
• Answer and triage incoming client calls, escalating inquiries appropriately and ensuring timely follow-up.
• Identify process improvements, workflow gaps, and recurring system issues, escalating concerns as appropriate.
• Handle confidential client, employee, and company information with discretion and professionalism.
• Retrieve broker client memos from company portals and triage to appropriate broker.

Qualifications

• High school diploma required; post-secondary education preferred.
• Level 1 General Insurance License.
• Previous experience in an insurance brokerage environment.
• Experience using Applied EPIC.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams).
• Strong technical aptitude and comfort navigating multiple online platforms and brokerage systems.
• Excellent organizational skills with exceptional attention to detail and accuracy.
• Strong verbal and written communication skills.
• Ability to prioritize tasks, manage competing deadlines, and adapt to changing priorities.
• Strong problem-solving skills and sound judgment regarding escalation of issues.
• Ability to work independently while contributing positively within a collaborative team environment.

Compensation & Benefits

• Competitive compensation package
• Comprehensive health, dental, and vision benefits
• Professional development and growth opportunities
• Flexible work arrangements
• Employee wellness initiatives

Employment Details

• Employment type: Full-Time
• Location: Red Deer
• Work arrangement: In-Office

How to Apply

Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and vision for the role to [email protected]

Please include “Personal Lines Account Manager” in the subject line.

Beyond Insurance Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Pay: $50,000.00 per year

Benefits:

• Flexible schedule
• Paid time off
• Wellness program

Work Location: In person