Join our esteemed team as a Personal Lines Broker, specializing in High Net Worth and VIP clientele. This high-impact role involves managing tailored insurance solutions and maintaining exceptional service standards. In this crucial role, you will manage a mixed portfolio of high-net-worth and retail clients while providing top-tier service and customized insurance solutions. Ideal for experienced brokers, this role encourages professional growth in a supportive workplace.
Your responsibilities will include client policy modifications, renewals, and collaborating within the team to continually upgrade client service offerings. Key Responsibilities:
- Collaborate to improve the high-net-worth client experience
- Ensure regulatory compliance in policies and educational efforts
- Accurately process policy changes and maintain records Requirements:
- Five years of experience in personal lines brokerage
- Alberta Level 2 license required
- Excellent customer service skills with attention to detail
- Experience managing VIP client relationships
- Strong communication and interpersonal skills Leverage your expertise to provide exceptional service as a Personal Lines Broker for high-net-worth clients.
📌 High Net Worth Insurance Broker Opportunity (Calgary)
🏢 David Aplin Recruiting
📍 Calgary
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