We are currently recruiting for a Personal Lines Account Executive for a respected brokerage in Calgary, AB.

Benefits
Competitive Compensation Package With Full Perks.

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 recent personal lines business prospects.
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.
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📌 Personal Lines Account Executive Calgary (Canada)
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📍 Canada