Beyond Insurance: Now Hiring!
Location:
Beyond Insurance Red Deer
Position:
Insurance Broker
Type: Full Time
About the Role
Beyond Insurance is seeking an experienced Personal Lines Insurance Broker to act as a key partner to our top producers.
This is a high-trust, high-impact role supporting a large, established, and growing book of business. You will play a critical role in managing day-to-day client servicing, supporting new and referral business, and protecting the elevated, boutique client experience for which our brokerage is known.
This position is designed for someone who takes ownership of their work, enjoys fast-paced work, and brings both confidence and care to client relationships.
You will act as a right hand in managing and protecting a client portfolio, with a high level of autonomy in day-to-day servicing and workflow management.
This role is ideal for someone who:
Is experienced in personal lines
Communicates confidently and professionally with clients
Takes initiative and anticipates needs
Enjoys being a critical part of a high-performing team
Is looking to grow into deeper client advisory or leadership roles
Key Functions:
Support Business Performance & Growth
Manage Day-to-Day Client Servicing & Workflow
Deliver Exceptional Client Experience Across All Touchpoints
Desired Results:
The ideal candidate brings strong experience in personal lines insurance, with the ability to confidently support a busy and evolving portfolio.
You will:
Help manage and retain an established client book
Support new business, referrals, and inbound opportunities
Operate as a trusted extension of the Client Executive
Ensure accuracy, responsiveness, and a seamless client experience
What Success Looks Like
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
Key Responsibilities:
New Business & Referrals
Triage inbound referrals and opportunities; gather underwriting details and build complete prospect files
Lead incoming and outgoing client phone calls with confidence and professionalism
Prepare and manage personal and small to medium sized commercial insurance quotes
Provide clear, knowledgeable guidance on coverage options and risk exposures
Issue and manage pink cards and related policy documentation
Build and maintain strong, long-term client relationships
Producer Support
Support producers by prioritizing workload, anticipating needs, and keeping work moving
Service existing accounts including endorsements, renewals, and coverage reviews
Coordinate with underwriters/markets and maintain accurate client documentation
Support client retention and growth strategies in collaboration with the Client Executive
Client Service & Relationship Management
Deliver a high-touch, boutique client experience aligned with brokerage values
Advise clients on coverage options and risk exposures; communicate clearly and professionally
Accuracy, Compliance & Documentation
Maintain accurate, organized documentation and system records (audit-ready)
Ensure compliance with regulatory requirements and brokerage standards
Decision-Making & Autonomy
Manage endorsements, renewals, and service requests within defined authority
Use sound judgment in coverage discussions; escalate complex or high-risk situations as needed
Industry Knowledge & Development
Stay current on products, market trends, and regulatory requirements through ongoing professional development
Identify process improvements that increase team efficiency
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.
Ready to apply?
Send Resume, CV and a brief video describing why you’re a great fit to: acassidy@beyondinsurance.ca
POSTING Closes May 31, 2026