Beyond Insurance is Hiring: Personal Lines Insurance Broker

Written By Logan Chaput

How to Apply

Send your resume and a cover letter to Rebecca at rcarter@beyondinsurance.ca. Tell us about your experience and why you feel you’d be a good fit. 

Put “Insurance Broker” in the subject line. 

PERSONAL LINES INSURANCE BROKER

About Beyond Insurance

Beyond Insurance is a fiercely independent, locally owned brokerage with locations across Alberta and British Columbia. We specialize in complex insurance and risk management for families and businesses with unique needs. We love complexity, and we take an in-depth approach to make sure our clients are genuinely protected. 

We’ve been recognized as one of Canada’s fastest-growing brokerages and have earned awards for community service, diversity, and leadership. But what actually defines us is simpler than that: we build real relationships, we show up for our communities, and our clients work directly with their broker. No call centers. No runaround. Just straightforward support from people who know your file. 

We’re growing, and we’re looking for the right person to grow with us. 


The Role

Beyond Insurance is seeking an experienced Personal Lines Insurance Broker to play a key role in supporting top producers and delivering an exceptional client experience. 

This is a high-trust, high-impact opportunity supporting a large, established, and growing book of business. You will help manage day-to-day client servicing, support new and referral business, and protect the elevated, boutique experience for which our brokerage is known. 

This role is ideal for someone who takes ownership, thrives in a fast-paced environment, and brings both confidence and care to client relationships. 

You will act as a trusted right hand in managing and protecting a client portfolio, with a high level of autonomy in servicing and workflow management. This opportunity is well suited to someone who is experienced in personal lines, anticipates needs, communicates professionally, enjoys contributing to a high-performing team, and is eager to grow into deeper advisory or leadership responsibilities. 


What You’ll Be Doing

1. Support Growth and Business Performance

  • Manage inbound referrals and opportunities by gathering underwriting details and building complete prospect files 

  • Handle incoming and outgoing client calls with confidence, professionalism, and care 

  • Prepare and manage personal insurance quotes, with the ability to support small business opportunities as needed 

  • Provide clear, knowledgeable guidance on coverage options and potential risk exposures 

  • Issue and manage pink cards and other policy documentation accurately and efficiently 

2. Manage Client Service and Workflow

  • Support producers by prioritizing workload, anticipating needs, and keeping files moving efficiently 

  • Service existing accounts through endorsements, renewals, and coverage reviews 

  • Coordinate with underwriters and markets while maintaining accurate, organized client documentation 

  • Contribute to client retention and growth strategies in partnership with the Client Executive 

3. Deliver an Exceptional Client Experience

  • Deliver a high-touch, boutique client experience that reflects our brokerage values 

  • Advise clients on coverage options and risk exposures with clear, professional communication 

  • Ensure compliance with regulatory requirements and internal brokerage standards 

  • Stay current on products, market trends, and regulatory requirements while identifying process improvements that increase team efficiency 

What Success Looks Like

In this role, you will bring strong personal lines experience to a busy and evolving portfolio while helping maintain a seamless, relationship-driven client experience. You will support retention, new business, and day-to-day servicing as a trusted extension of the Client Executive. 

  • Clients feel consistently supported, informed, and confident in their coverage 

  • The Client Executive can focus on growth, knowing the daily servicing is well managed 

  • Workflows are proactive, organized, and efficient 

  • Files and documentation are clean, accurate, and require minimal rework 

  • Client communication is timely, professional, and relationship-driven 


Qualifications

  • 3+ years of insurance experience 

  • Level 1 General Insurance License (required) 

  • Level 2 General Insurance License (preferred) 

  • CAIB designation (preferred) 

  • Experience using Applied Epic (preferred) 

  • Previous experience as an Insurance Broker (required) 

  • Ability to independently manage and service client accounts 

  • Confidence and polished phone presence 

  • Exceptional verbal and written communication skills 

  • Professional, relationship-focused approach 

  • Ability to work independently while reporting directly to senior leadership 

Compensation & Benefits

  • Health and dental benefits 

  • Professional development and growth opportunities, working closely with a high-performing producer 

  • Competitive salary, opportunities for advancement, and personalized career planning 

  • Eligibility for the employee ownership program 


Employment Details

  • Location: Beyond Insurance Red Deer 

  • Position: Insurance Broker 

  • Type: Full Time 

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

Full Job Description Here
Logan Chaput
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