Position Overview The Personal Lines Senior Client Executive is responsible for independently managing a portfolio of personal insurance clients while delivering an exceptional, relationship-driven service experience. This role ensures clients receive thoughtful advice, appropriate coverage, proactive renewal support, and responsive service throughout the policy lifecycle.

As a senior member of the Personal Lines team, the Personal Lines Senior Client Executive brings strong technical knowledge, sound judgment, and a high level of ownership to client relationships, policy administration, account reviews, claims support, and business development. The ideal candidate is an experienced personal lines insurance professional who is confident working independently, knows when to escalate complex matters, and contributes positively to team success and continuous improvement.

Key Responsibilities

- Manage and strengthen relationships within an assigned portfolio of personal lines clients, providing timely, professional, and personalized service.
- Conduct proactive account and renewal reviews to confirm coverage continues to align with each client’s needs and identify opportunities to enhance protection.
- Provide clear coverage recommendations within licensed expertise and established product guidelines.
- Process quotes, renewals, endorsements, cancellations, and policy changes accurately and within established timelines.
- Manage the renewal pipeline, initiate client contact proactively, and communicate coverage or premium changes clearly.
- Identify cross-selling and new business opportunities while ensuring recommendations remain appropriate to the client’s needs.
- Gather complete underwriting information, prepare and market submissions, and process incoming quote requests within standard personal lines parameters.
- Maintain accurate, complete, and timely client records in Applied EPIC, insurer portals,



and related systems, documenting all activity and outcomes.
- Review policy documents and client files for accuracy, addressing discrepancies promptly and escalating coverage, billing, or errors and omissions concerns as required.
- Support clients through the claims process by gathering information, notifying the insurer, setting expectations, and advocating appropriately on the client’s behalf.
- Respond to client concerns and work toward prompt resolution, escalating complex complaints, disputes, unusual risks, or sensitive matters to the Personal Lines Team Lead.
- Manage accounts receivable follow-up for assigned clients in accordance with established brokerage procedures.
- Build and maintain a diverse book of business through relationship development, prospecting, referrals, and responsive follow-up on new opportunities.
- Collaborate with the Personal Lines Team Lead, Personal Lines Assistants, and other Client Executives to support shared priorities and maintain a consistent client experience.
- Maintain required licensing and participate in ongoing product, insurer, systems, and professional development training, including knowledge applicable to Alberta, British Columbia, and Saskatchewan.
- Follow established brokerage processes, confidentiality requirements, and documentation standards while identifying workflow improvements and recurring service issues.

Qualifications
- Level 2 General Insurance License required.
- Significant personal lines insurance experience within a brokerage setting.




- Strong knowledge of personal automobile, property, recreational, and related personal insurance products.
- Experience with insurance products, markets, or licensing requirements in Alberta, British Columbia, and Saskatchewan is preferred.
- Experience using Applied EPIC and insurer portals is strongly preferred.
- Demonstrated ability to independently manage a client portfolio and renewal pipeline.
- Strong relationship management, advisory, and client service skills.
- Excellent verbal and written communication skills, with the ability to explain coverage clearly and professionally.
- Exceptional organization, accuracy, and attention to detail in file management and policy processing.
- Sound judgment and the ability to recognize when a matter requires escalation.
- Ability to prioritize competing deadlines, adapt to changing needs, and remain composed in a fast-paced environment.
- Collaborative, accountable, and committed to ongoing professional development.

Compensation & Benefits
- Competitive compensation package
- Comprehensive health, dental, and vision benefits
- Professional development and growth opportunities
- Flexible work arrangements
- Employee wellness initiatives

Employment Details
- Employment type: Full-Time
- Location: Red Deer
- Work arrangement: In-Office

How to Apply Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and interest in the role to [email protected].

Please include “Personal Lines Senior Client Executive” in the subject line.

Beyond Insurance Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Pay: $80,000.00-$85,000.00 per year

Benefits

- Flexible schedule
- Paid time off
- Wellness program

Work Location: In person

📌 Personal Lines Senior Client Executive (Red Deer)
🏢 Beyond Insurance
📍 Red Deer