Manager, Personal Insurance Operations (Kelowna)

The Opportunity Are you someone who thrives at the intersection of process, data, and technology to drive operational results? If so, this is more than just a job—it's a career with unlimited potential. 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. The ideal candidate brings deep brokerage experience, robust technical proficiency in industry-leading platforms, and a proactive mindset toward automation and continuous improvement. You will collaborate cross‑functionally with carrier partners, internal stakeholders, and technology teams to deliver measurable results. Required Assets - Minimum 5 years of experience in personal insurance operations, brokerage management, or a related insurance administration role. - Demonstrated 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. - Proven track record in 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 fast‑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. Day in the Life Workflow & Process Management - Design, implement, and maintain operational workflows to ensure consistency, accuracy, and efficiency across the Personal Insurance team. - 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 Robotic Process Automation (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. - Liaise with the BI team to support the development, maintenance, and distribution of 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 a primary operational liaison with carrier partners on matters related to 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, perform root cause analysis, and coordinate 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 the application of Generative AI capabilities within insurance operations—including prompt engineering, tool evaluation, and identifying practical use cases that drive efficiency, reduce manual effort, and improve service quality. Salary Expectations The expected salary range for this position is $75,000.00 to $95,000.00 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefits and total compensation packages, which could include extended health benefits, disability insurance, RRSP matching, paid‑time‑off benefits, and eligible bonuses and commissions for some positions. Benefits - Extended health benefits - Disability insurance - RRSP matching - Paid time off - Bonuses and commissions for some positions The employment offer is contingent upon completion of a successful background check. Department: General Management. Required Experience: 5–7 years of relevant experience. Required Travel: Up to 25%. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oz355