Join a respected Calgary brokerage as a Personal Lines Account Executive, focusing on high-net-worth client management. Deliver top-tier client service and manage diverse insurance policies effectively.
In this role, you will leverage your three-plus years of VIP Personal Lines experience to service a prestigious clientele. You will manage renewals and cross-selling while ensuring all documentation is compliant and accurately maintained via EPIC. Business development and identifying new opportunities will be crucial to your success in this execution-focused role.
Key Responsibilities: • Grow and manage a personal lines book of clients • Provide prompt, expert advice on inquiries • Handle the renewals and remarketing of policies • Develop recent business opportunities in personal lines • Maintain documentation accuracy in systems
Requirements: • Minimum 3 years of experience with VIP accounts • Level 2 Insurance License required • Experience with Applied EPIC system • Strong time-management and organizational skills • RIBO license and additional designations preferred
Excel in managing high-net-worth accounts while ensuring exceptional service in Calgary. #J-18808-Ljbffr