Business Operations Manager leading regional teams and service delivery across Alberta. Supporting PPI’s independent insurance advisors through operational leadership, process improvement, and employee development.
Responsibilities
Lead and oversee regional operations across Alberta
Provide leadership and direction to New Business, Policy Service, and Office Coordination employees
Build a cohesive provincial team
Lead teams through evolving business priorities, processes, and operational changes
Plan and maintain work systems, procedures, and policies
Identify and advance opportunities to improve operational efficiency, accuracy, and service delivery
Plan and allocate employees and resources to meet workflow, productivity, departmental, and quality goals
Manage workflow, recruiting, performance reviews, vacation scheduling, and attendance tracking
Coach, mentor, and develop employees through one-on-one meetings, needs assessments, feedback, training, and career planning
Foster a collaborative, high-performing team culture
Implement controls and feedback mechanisms to monitor performance and service
Lead resolution of complex or escalated cases
Drive consistency in processes and service standards across regions
Partner with Sales leadership on advisor-related concerns, priorities, and service expectations
Lead change initiatives and operational updates
Report on workload, service levels, and team performance
Conduct monthly operational audits
Participate in national and local operational meetings
Lead ESG-related employee and office initiatives
Travel regularly within Alberta and nationally
Undertake special projects as assigned
Requirements
10+ years of experience in the insurance industry
Strong knowledge of life insurance products, terminology, and administration systems
Proven people leadership experience, including hiring, coaching, performance management, and team development
Strong understanding of insurance distribution and the marketing/sales environment
Proven results-oriented leadership in high-volume, service-driven environments
Ability to lead teams through evolving processes, priorities, and operational updates
Excellent organizational and time management skills
Ability to manage competing priorities and tight deadlines
Strong communication and interpersonal skills
Ability to build relationships, influence stakeholders, and foster a collaborative team culture
Effective problem-solving and critical thinking abilities
High level of professionalism, discretion, and integrity
Ability to handle sensitive and confidential information
Adaptable self-starter who thrives in dynamic, evolving environments
Advanced proficiency in Microsoft Office tools
Industry designations such as ALMI, FLMI, or ACS considered an asset
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