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 workplace.

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
Solid 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