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 current 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 new 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.
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📌 Calgary Personal Lines Account Specialist
🏢 JobsMedia.io
📍 Calgary