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 setting. 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 effectivelyOffer bespoke insurance solutions for VIP clientsCollaborate to improve the high-net-worth client experienceEnsure regulatory compliance in policies and educational effortsAccurately process policy changes and maintain recordsRequirements:Five years of experience in personal lines brokerageAlberta Level 2 license requiredExcellent customer service skills with attention to detailExperience managing VIP client relationshipsStrong communication and interpersonal skillsLeverage 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