Serve high-net-worth clients as a Private Client Solutions Account Manager, using personal lines expertise and solid relationship skills. Work alongside commercial producers and Advisors.
This position supports servicing and retention for personal and commercial accounts connected with Navacord. You will manage client documentation, review coverage and exposures, coordinate renewals, and support PCS growth initiatives. The work requires knowledge of regular, non-standard, and high-net-worth insurance markets.
Key Responsibilities: Deliver additional services beyond normal personal lines transactions
Negotiate suitable terms with company underwriters when required
Review coverage, exposures, loss experience, and product requirements
Coordinate documentation, billing,



servicing, and EPIC workflows
Support Advisors, Account Assistants, and PCS team members
Requirements: Two to four years of personal lines experience
High-net-worth insurance experience considered an asset
Level 2 General Insurance license strongly preferred
Completed or pursuing C.I.P. or C.A.I.B. designation
Advanced Outlook, Excel, and Word skills
Apply personal lines knowledge, client service, documentation, and risk analysis skills across Navacord’s Private Client Solutions.

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📌 High Net Worth Insurance Account Manager (Alberta)
🏢 Navacord
📍 Alberta