Manager, Personal Insurance Operations (Kelowna)

The Opportunity We are seeking an experienced and highly motivated Manager of Personal Insurance Operations to lead and optimize the day‑to‑day operational functions of our Personal Insurance division. This role is pivotal in driving operational excellence, technology adoption, and process innovation across the team. Required Assets - Minimum 5 years of experience in personal insurance operations, brokerage management, or a related insurance administration role. - Proficiency with Applied EPIC Broker Management System, including template letter creation and workflow configuration. - Experience participating in UAT for broker management system implementations, upgrades, or integrations and defect management. - Hands‑on experience with CSIO download processes and carrier data integration. - Advanced proficiency across Microsoft 365 products: Word, Excel (including pivot tables and data analysis), PowerPoint, and Dynamics. - Familiarity with Power BI for dashboard development, operational reporting, and data visualization; experience liaising with BI or analytics teams. - Track record of identifying process improvement opportunities and leading successful implementations. - Strong analytical and problem‑solving skills with high attention to detail. - Excellent communication and stakeholder management abilities—confident presenting to both technical and executive audiences. - Ability to manage multiple priorities in a rapid‑paced, deadline‑driven environment. Preferred Assets - Familiarity with Robotic Process Automation (RPA) tools and implementation methodologies (e.g., UiPath, Automation Anywhere, Power Automate). - Post‑secondary education in Business Administration, Information Technology, or a related field. - CIP, CAIB, or other relevant insurance designation is considered an asset. Workflow & Process Management - Design, implement, and maintain operational workflows to ensure consistency, accuracy, and efficiency. - Conduct regular workflow reviews and updates in response to regulatory changes, carrier requirements, or internal process shifts. - Develop and maintain EPIC template letters, including content creation, version control, and quality assurance. Process Improvement & Automation - Proactively identify operational inefficiencies and lead process improvement initiatives from concept through to implementation. - Partner with key internal stakeholders and department heads to build consensus and drive change management. - Identify and evaluate opportunities for RPA and lead or support implementation efforts to reduce manual workload and increase throughput. Data Control, Reporting & Analytics - Own data integrity initiatives—identify data quality issues, perform root cause analysis, and execute correction strategies. - Collaborate with the BI team to develop, maintain, and distribute operational reports and dashboards that provide leadership with actionable insights. - Monitor key operational metrics and proactively flag anomalies or trends requiring attention. Carrier & Partner Relations - Serve as the primary operational liaison with carrier partners regarding document distribution. - Coordinate the rollout of carrier‑initiated changes to internal teams, ensuring timely communication and documentation updates. - Oversee CSIO download processes; investigate and resolve CSIO‑related issues, performing root cause analysis and coordinating with carriers and internal teams to implement solutions. Systems & Technology - Serve as a subject matter expert and power user for the EPIC Broker Management System. - Leverage the full Microsoft 365 suite—Word, Excel, PowerPoint, and Dynamics—to support operational functions, reporting, and communication. - Support the evaluation and implementation of technology solutions that enhance operational capability. - Explore and champion generative AI capabilities within insurance operations, including prompt engineering, tool evaluation, and identifying practical use cases to improve efficiency. Salary Expectations The expected salary range for this position is $75,000–$95,000. HUB International offers comprehensive benefits and total compensation packages that may include extended health benefits, disability insurance, RRSP matching, paid‑time‑off, eligible bonuses, and commissions for certain positions. Department & Travel Department: General Management Required Experience: 5–7 years of relevant experience Required Travel: Up to 25% Employment Conditions Employment offers are contingent upon the successful completion of a background check. Accommodation If you require accommodations during the hiring process, please contact #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2noijz