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 qualified growth in a supportive environment. Your responsibilities will include client policy modifications, renewals, and collaborating within the team to continually upgrade client service offerings.
Key Responsibilities:
• Manage existing high-net-worth client portfolios effectively
• Offer bespoke insurance solutions for VIP clients




• 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.
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📌 High Net Worth Insurance Broker Opportunity (Calgary)
🏢 David Aplin Recruiting
📍 Calgary