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