Serve high-net-worth clients as a Private Client Solutions Account Manager, using personal lines expertise and robust 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.

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