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An established and growing insurance brokerage located in the heart of the Okanagan Valley is seeking a motivated and experienced Personal Line Advisor to join the team in a dual role as a Senior Personal Lines Specialist and Office Manager, with the opportunity to grow into an equity partnership role over time. This is an exciting opportunity for someone looking to take the next step in their career and work toward future ownership in a successful and profitable brokerage.
Responsibilities
- Oversee the day-to-day operations of a mid-sized office, managing 5 to 7 in-office team members.
- Provide leadership and guidance across the Personal Lines team
- Support onboarding and mentorship of new staff, contributing to a positive team culture.
- Handle a book of Personal Lines business directly, ensuring excellent client service and retention.
- Collaborate closely with senior leadership on business growth and transition planning
Qualifications
- Level 3 General Insurance License (or working toward it).
- Minimum 5 years of experience in Personal Lines, with proven leadership or supervisory experience.
- Strong organizational and team management skills.
Benefits & Perks
- Competitive base plus commission structure
- Opportunity to purchase equity
- Comprehensive benefits package (including extended health and dental, and potential RRSP contributions).
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.