Elevate your career as a Personal Lines Account Executive focused on VIP clientele in Calgary, Alberta. Manage insurance needs and deliver excellent client support in a thriving brokerage environment.
Your role will involve managing existing personal lines business while needing a minimum of three years of relevant experience. You will handle policy renewals, cross-selling, and compliance documentation through EPIC. Strong organizational and communication skills will be essential in developing new business opportunities and servicing high-net-worth clients effectively.
Key Responsibilities:
• Manage personal lines client relationships effectively
• Provide expert client service via email and phone
• Handle policy renewals and cross-selling activities
• Identify recent personal lines business opportunities
• Ensure compliance and maintain accurate documentation
Requirements:
• Minimum of 3 years VIP Personal Lines experience
• Level 2 Insurance License needed
• Proficient with EPIC and insurer portals
• Strong communication and time-management skills
• RIBO license and designations a plus
Enhance your expertise in personal lines while catering to a distinguished clientele in Calgary.
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📌 VIP Personal Lines Executive in AB (Alberta)
🏢 JobsMedia.io
📍 Alberta
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