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About the role

  • 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

Benefits

  • Diverse, inclusive and equitable workplace
  • Opportunities to learn and develop skills
  • Career development opportunities
  • Meaningful impact through work
  • Collaborative, people-focused culture

Job type

Full Time

Experience level

SeniorLead

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

OnsiteCalgaryCanada

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