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Broker Operations Manager Jobs in Alberta (NOW HIRING)

HUB

Account Manager

Calgary, AB · Hybrid

CA$55 - CA$60K/hr

... operational support all designed to streamline business processes and improve client outcomes. At ... Ensure that the Broker meets compliance standards and expectations of both the carrier and HUB ...

AGAT Laboratories

Warehouse Manager

Calgary, AB · On-site

Oversee the day-to-day operation of the warehouse, shipping/receiving, and storage areas. * Prepare ... Coordinate customs clearance activities and work with freight forwarders, customs brokers, and ...

Modular Solutions

Product Owner

Calgary, AB

Our modular, fully integrated platform enables insurers, mutuals, MGAs and brokers with programs with the ability to manage their entire operations seamlessly through a single software solution.

Hines

Assistant Property Manager

Calgary, AB

... brokers, municipal authorities, and internal stakeholders. * Serve as a liaison between tenants and ... Review tenant requests and operational requirements to ensure compliance with lease agreements ...

Hines

Assistant Property Manager

Calgary, AB

... brokers, municipal authorities, and internal stakeholders. * Serve as a liaison between tenants and ... Review tenant requests and operational requirements to ensure compliance with lease agreements ...

Hines

Assistant Property Manager

Calgary, AB · On-site

... brokers, municipal authorities, and internal stakeholders. * Serve as a liaison between tenants and ... Review tenant requests and operational requirements to ensure compliance with lease agreements ...

FIC

Generalist

Calgary, AB

$90K - $105K/hr

About Stalwart Insurance Brokers Ltd. Stalwart Insurance Brokers Ltd. (Stalwart) is a growing ... Manage operational data, track KPIs, and provide insights to guide strategic decisions.

Connect Recruitment

Bookkeeper

Edmonton, AB

$75K - $95K/hr

... operations. KEY RESPONSIBILITIES INCLUDE: * Perform full-cycle bookkeeping for the brokerage and ... Manage accounts payable and accounts receivable, including invoice processing, payment tracking ...

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Broker Operations Manager information

What is the difference between Broker Operations Manager vs Insurance Underwriting Manager?

AspectBroker Operations ManagerInsurance Underwriting Manager
Required CredentialsBroker license, industry certificationsUnderwriting certifications, actuarial knowledge
Work EnvironmentBrokerage firms, insurance agenciesInsurance companies, underwriting departments
Employer & Industry UsageUsed in brokerage and agency settingsCommon in insurance carriers and underwriting firms
Search & Comparison IntentUnderstanding broker operations, managing broker teamsAssessing underwriting processes, risk evaluation

The Broker Operations Manager primarily oversees daily brokerage activities, client relations, and compliance within insurance agencies. In contrast, the Insurance Underwriting Manager focuses on evaluating risks, setting policy terms, and managing underwriting teams. While both roles require industry-specific certifications and work within the insurance sector, their core responsibilities differ—broker managers handle client and broker relations, whereas underwriting managers focus on risk assessment and policy approval.

What does a Broker Operations Manager do?

A Broker Operations Manager oversees the daily operations of brokerage firms, ensuring that trading, compliance, and client service processes run smoothly and efficiently. They manage teams responsible for processing transactions, reconciling accounts, and maintaining regulatory compliance. Additionally, they streamline workflows, implement new technologies, and handle escalations from clients or staff. Their goal is to optimize the firm's operational performance while minimizing risks and ensuring adherence to industry regulations.

What are the key skills and qualifications needed to thrive as a Broker Operations Manager, and why are they important?

To thrive as a Broker Operations Manager, you need expertise in financial operations, regulatory compliance, and process optimization, typically supported by a degree in finance or business and relevant industry experience. Familiarity with brokerage platforms, CRM systems, and regulatory reporting tools is essential, and certifications such as Series 7 or Series 63 can be advantageous. Strong leadership, problem-solving abilities, and excellent communication skills help drive team performance and client satisfaction. These competencies are crucial for ensuring smooth, compliant operations and maintaining a high standard of service in a dynamic financial environment.

What are some common challenges faced by a Broker Operations Manager, and how can they be addressed?

A Broker Operations Manager often encounters challenges in streamlining workflow processes, ensuring regulatory compliance, and maintaining clear communication between brokers, clients, and internal teams. Balancing multiple priorities while adapting to evolving industry regulations can be demanding. Addressing these challenges typically involves implementing robust operational procedures, fostering a culture of transparency, and leveraging technology to automate routine tasks. Effective team leadership and ongoing professional development also play key roles in overcoming these obstacles and promoting operational excellence.
Broker Operations Manager jobs near you

Customer Marketing & Operations Associate, West

DIAGEO PLC

Calgary, AB • Hybrid

CA$57K - CA$96K/yr

Full-time

Posted 12 days ago

Diageo rating

8.7

Company rating: 8.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

24th of 434 rated food and drinks producers

Job description

Job Description :

Title: Customer Marketing & Operations, West

Level: L6

Location: Calgary

Function: Sales - Chain Retail / Customer Marketing & Operations

Manager: Sales Director, Chain Retail

________________________

ROLE PURPOSE:

Support customer marketing and operations for the West Chain Retail business, helping convert brand, category, and customer plans into timely execution, broker coordination, materials, and operational follow-through.

KEY RESPONSIBILITIES:

  • Coordinate customer marketing and operational execution for West chain retail customers and broker partners.
  • Support activation calendars, customer materials, planogram/merchandising inputs, launch readiness, and execution trackers.
  • Partner with KAMs, Category Manager, Marketing, CSP, Supply, Finance, and brokers to resolve issues and maintain execution discipline.
  • Monitor customer deadlines, planogram windows, service issues, data inputs, samples/assets, and follow-up actions.
  • Support with Customer listings applications with government board of AGLC and SLGA
  • Prepare performance updates, customer meeting materials, action logs, and operational reports.
  • Support translation of brand/category plans into customer-ready tools and field execution guidance.
  • Identify process improvements that improve broker coordination, customer service, and market execution.

Key Outputs:

  • Execution calendars, operational trackers, and status reports for West.
  • Customer materials, activation support, launch-readiness documents, and action logs.
  • Broker and customer follow-up summaries.
  • Performance snapshots and execution scorecards.
  • Improvement recommendations for customer marketing and operations routines.

QUALIFICATIONS/EXPERIENCE REQUIRED:

  • 3+ years of customer marketing, sales operations, retail operations, broker coordination, commercial operations, or project coordination experience.
  • Strong organization, communication, detail management, and cross-functional follow-through.
  • Understanding of chain retail, planogram windows, customer materials, or merchandising preferred.
  • Ability to work with KAMs, brokers, Marketing, CSP, Supply, and Finance partners.
  • Comfort managing multiple deadlines and customer-specific requirements.

Working with Us

Compensation Range: $57,750.00 CAD - $96,250.00 CAD

This posting is being published in relation to a currently existing vacancy.

Please note that Diageo uses artificial intelligence in the recruitment process as that term is defined under O. Reg 476/24.

Flexible Working Statement:

Flexibility is key to our success. Talk to us about what flexibility means to you so that you're supported to manage your wellbeing and balance your priorities from day one.

Diversity statement:

Our purpose is to celebrate life, every day, everywhere. And creating an inclusive culture, where everyone feels valued and that they can belong, is a crucial part of this.

We embrace diversity in the broadest possible sense. This means that you'll be welcomed and celebrated for who you are just by being you. You'll be part of and help build and champion an inclusive culture that celebrates people of different gender, ethnicity, ability, age, sexual orientation, social class, educational backgrounds, experiences, mindsets, and more.

Our ambition is to create the best performing, most trusted and respected consumer products companies in the world. Join us and help transform our business as we take our brands to the next level and build new ones as part of shaping the next generation of celebrations for consumers around the world.

Feel inspired? Then this may be the opportunity for you.

If you require a reasonable adjustment, please ensure that you capture this information when you submit your application.

Worker Type :

Regular

Primary Location:

Off site Alberta

Additional Locations :

Job Posting Start Date :

2026-06-30

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