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Added 9 days ago
Manager, Brokerage Platform Operations (General Ledger)
Wealthsimple Technologies
Remote, Canada
$116,000 to $145,000 CAD / year
Full-time · Remote
Reporting to the Director, Brokerage Account Operations, you will own and scale our brokerage general ledger processes. You sit at the intersection of Operations, Finance, and Engineering -…
Added 13 days ago
Branch Growth & Operations Manager (Real Estate Brokerage)
The HR Pro
Toronto, Ontario · Central Toronto (The Annex / North Midtown / Yorkville), Ontario
Full-time
As the company continues to expand its presence across Ontario, they are seeking a Branch Growth & Operations Manager based in Toronto's prestigious Yorkville district to play a key…
Added 2 days ago
Account Manager
Mohegan
Regina, SK
Full-time
The Account Manager is responsible to work on opportunities across North America, representing the business to all levels of decision makers within the accounts.
Added 2 days ago
Account Manager
Mohegan
Regina, SK
Full-time
The Account Manager is responsible to work on opportunities across North America, representing the business to all levels of decision makers within the accounts.
Added 16 days ago
Accounting Manager
Purves Redmond Limited
Toronto, ON
Full-time
We are seeking a detail-oriented and proactive Accounting Manager to join our Finance team. The Accounting Manager will support all aspects of accounting, financial reporting and regulatory…
Added 11 days ago
Project Manager
DSV
Mississauga, ON
Operations Management: Responsible for end-to-end Fairs & Events Show Management – ensuring timely handling of all Fairs & Events shipments, pre-alerts, document verification as per F&E…
Added 16 days ago
Account Manager - Mississauga
Bison Transport
Mississauga, ON
Full-time
1-3 years proven experience in account management, sales, freight brokerage, or logistics operations.
Added 1 month ago
Branch Manager
NationWest Insurance
Winnipeg, MB
Full-time
Nation West Insurance is not your average insurance brokerage. We’re a growing, locally owned company that believes in combining a client-first approach with innovation, community spirit,…
Added 1 month ago
Associate, Relationship Manager
Canaccord Genuity Group Inc.
Vancouver, BC · Toronto, ON
Full-time
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital…
Added 1 month ago
Director, Multi-Strategy Research & Portfolio Development
Picton Mahoney Asset Management
Toronto, ON
Full-time
…This role sits at the intersection of portfolio management, manager due diligence, prime brokerage economics, and operational…
Added 1 month ago
Account Manager
Mohegan
Winnipeg, MB
Full-time
The Account Manager is responsible to work on opportunities across North America, representing the business to all levels of decision makers within the accounts.
Added 1 month ago
Account Manager
Day & Ross
Mississauga, ON
Full-time
The Account Manager is responsible to work on opportunities across North America, representing the business to all levels of decision makers within the accounts.
Added 5 months ago
Account Manager
Day & Ross
Surrey, British Columbia
Full-time
The Account Manager is responsible to work on opportunities across North America, representing the business to all levels of decision makers within the accounts. The purpose of this role is…
Added 1 hour ago
Wealth Associate
National Bank of Canada
Quebec, QC
Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
Wealth Associate
National Bank of Canada
Halifax, NS
Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
Wealth Associate
National Bank of Canada
Brossard, QC
Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
Commercial Account Executive/Producer
Team Insurance Brokers Inc.
Winnipeg, MB
Full-time
Team Insurance Brokers is a proudly independent, family-owned brokerage.
Added 18 days ago
Branch Administrator, Wood Gundy-Bilingual
CIBC
Montreal, QC
Full-time
Operations/Administration – Oversee and manage day to day branch operations and administration including maintenance of office equipment and supplies, and coordination of office functions…
Added 11 days ago
Territory Manager, Commercial Insurance
BrokerLink
Cambridge, ON · Chatham-Kent, ON · Guelph, ON · Hamilton, ON · Kitchener, ON · London, ON · Niagara Falls, ON · Sarnia, ON · St. Catharines, ON · Windsor, ON
Full-time
Leadership and management experience in insurance brokerage operations
Added 5 days ago
Leader, PI Customer Experience
BrokerLink
Bonnyville, AB · Cold Lake, AB
Full-time
Manage the Personal Insurance operations for your respective team to achieve growth and profitability targets.
Added 6 days ago
PIA Client Service Associate
TD
Kamloops, BC
Full-time
Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage
Added 6 days ago
PIA Client Service Associate
TD
Regina, SK
Full-time
Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage
Added 5 days ago
PIA Client Service Associate
TD
Saanich, BC
Full-time
Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage
Added 3 days ago
PIA Client Service Associate
TD
Mississauga, ON
Full-time
Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage
Added 2 days ago
Senior Accounting Manager
Charger Logistics Inc
Brampton, ON
Full-time
Charger Logistics is a leading asset-based transportation and supply chain solutions provider with operations across Canada, the United States, and Mexico. Headquartered in Brampton,…

BrokerLink

Leader, PI Customer Experience

Bonnyville, AB, Canada
Cold Lake, AB, Canada

Job type: Full-time
Posting language: English
Posted: Sep 15, 2026

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Original job description

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present.

We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.

We want to invest in you! Your success is our success and our purpose of “we’re here to help people” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements!

Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location, etc. The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well.

Salary range (but not limited to):

82,900 - 101,300

About the role

We are looking for a Customer Experience Leader, Personal Insurance to join our BrokerLink team!

The ideal candidate has sales experience and a proven track record of getting results. We’re looking for someone who can motivate front-line teams and encourage them to learn, evolve, and grow. You enjoy working with others to get things done - collaboration is your middle name! Most importantly, you understand that insurance isn’t about things. It’s about people.

If you’re passionate about helping others and are community-focused, this might be the perfect fit.

This role oversees our Cold Lake and Bonnyville (AB) teams. Regional travel is required, as needed.

This is a 12-month secondment position.

What you’ll do here:

Manage the Personal Insurance operations for your respective team to achieve growth and profitability targets.
Implement and monitor Personal Insurance objectives with respect to commission revenue, policy count, accounts receivable and quality of the books of business and expenses.
Communicate, implement, and monitor strategies to ensure goals and objectives are attained.
Work with other Personal Insurance Manager’s and your Regional Leader to ensure the quality of services and sales meets expected standards.
Collaboratively analyze and resolve quality and customer service and sales problems to deliver on our Customer Value Proposition.
Accountable for overall staffing and leadership of the team - motivate staff to participate in company objectives as well as continuously keeping front-line staff informed of changes or new directions.
Develop succession planning for all key positions.
Responsible for the general administration of the team, including but not limited to IT, payroll and human resource changes and management.
Provide ongoing coaching, guidance and feedback regarding performance as well as facilitating continuous learning and development of direct reports.
Support and actively participate in community marketing and/or advertising initiatives and sales trade shows for your respective teams.

What you bring to the table:

AIC - General Level 2 or equivalent is required; an insurance designation (CAIB, CIP, FCIP, or AIIC) is preferred.
Strong knowledge of the P&C insurance industry, with personal lines sales experience.
Leadership and people management experience.
Demonstrated sales acumen, with the ability to coach and develop others.
Proven change management capability - able to lead teams through change, drive adoption of new processes/tools, and communicate effectively to ensure smooth transitions.
Strong customer focus; able to understand and respond to customer needs (internal and external).
Excellent communication and interpersonal skills.
Strong ability to manage multiple priorities; exceptional organizational skills.
Knowledge of Brokerage Management Systems and tools (EPIC) is an asset.

This role is a new member of our growing team.

We are an equal opportunity employer

BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.

BrokerLink is committed to creating and maintaining an inclusive environment which embraces our diversities and sees them as our strength! We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

Discover more about BrokerLink! Visit our new dedicated Webpage.

Please note that BrokerLink does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference!

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More about this job

Responsibilities

Manage personal insurance operations for the assigned team to achieve growth, profitability, and customer service targets. Provide leadership, coaching, and performance management to front-line staff while overseeing general administration and community marketing initiatives.

Requirements

Requires an AIC General Level 2 license or equivalent, with an insurance designation like CAIB or CIP preferred. Candidates must have strong P&C insurance industry knowledge, proven sales experience, and demonstrated leadership capabilities.

Skills

Insurance sales
Leadership
People management
Change management
Customer service
Coaching
Strategic planning
Communication
Interpersonal skills
Organizational skills
Brokerage management systems
EPIC
Sales acumen
Performance management
Succession planning

Benefits

Flexible work arrangements
Professional development opportunities
Inclusive work environment

Visa sponsorship

Not detected in the job text

Keywords

Personal Insurance
BrokerLink
P&C Insurance
Sales
Profitability
Commission revenue
Policy count
Accounts receivable
Customer Value Proposition
Staffing
Succession planning
Payroll
Human resources
Coaching
Community marketing
AIC General Level 2
CAIB
CIP
FCIP
AIIC
Brokerage Management Systems
EPIC
Change management
Leadership
Performance management

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