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 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
- 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