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 robust 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 current 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

Solid organizational, communication, and time-management skills

RIBO license and industry designations (CAIB, CIP, FCIP, CRM) considered assets
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📌 Personal Lines Account Executive Calgary Alberta (Canada)
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📍 Canada