Manager, Personal Insurance Operations

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, an...