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Job details

We are currently recruiting for a Personal Lines Account Executive for a respected brokerage in Calgary, AB. 3 Reasons To Apply 🚀 Join a well-established brokerage with a strong reputation for servicing VIP and high-net-worth clients. 💰 Competitive Compensation Package With Full Benefits. ✅ Build long-term career stability while managing a high-quality personal lines book with room for growth. Responsibilities Client Management: Manage and grow an existing book of personal lines business, servicing VIP and high-net-worth clientele. Client Service: Provide expert advice via phone and email, respond promptly to inquiries, and ensure an exceptional client experience. Policy Management: Handle renewals, remarketing, cross-selling, and placement of Auto, Home, Boat, Recreational, and Umbrella policies. Business Development: Identify and develop new personal lines business opportunities. Systems & Compliance: Maintain accurate documentation using EPIC and insurer portals while ensuring regulatory compliance. Desired Skills Minimum 3 years of VIP Personal Lines experience required Level 2 Insurance License required Experience with high-net-worth personal lines accounts Proficiency with Applied EPIC and insurer portals Strong organizational, communication, and time-management skills RIBO license and industry designations (CAIB, CIP, FCIP, CRM) considered assets Contact If you're interested in this opportunity, feel free to reach out. If this role isn’t the right fit, send your resume to Alex, who can help guide you toward more relevant opportunities. 👉🏻 [email protected]

What you’ll do

Manage and grow a book of personal lines business specifically for VIP and high-net-worth clients. Handle policy renewals, remarketing, and placement for auto, home, boat, recreational, and umbrella insurance.

Requirements

Requires a minimum of 3 years of VIP personal lines experience and a Level 2 Insurance License. Proficiency with Applied EPIC and experience with high-net-worth accounts are essential.

Benefits

• Full Benefits

Listed skills

• Customer service · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Lines Insurance
• VIP Client Management
• High-Net-Worth Account Management
• Applied EPIC
• Policy Remarketing
• Cross-selling
• Insurance Licensing
• Client Service
• Time Management
• Communication Skills

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support