Personal Lines Insurance Broker (Calgary)

Personal Lines Insurance Broker (Calgary)

07 Nov
|
Impact Recruitment
|
Calgary

07 Nov

Impact Recruitment

Calgary

Personal Lines Insurance Brokers can manage client portfolios remotely while applying coverage knowledge and relationship-building skills. Protect retention through responsive, accurate service.

This brokerage role suits an experienced personal lines skilled with an Alberta Level 1 or 2 license. You will manage renewals, endorsements, policy maintenance, documentation, and follow-up. The position also supports cross-selling, referrals, and growing exposure to small commercial accounts.

Key Responsibilities

- Own renewals, endorsements, and personal lines policy maintenance
- Process requests accurately and document client interactions
- Explain coverage, options, and next steps clearly
- Use Epic and carrier portals to maintain service levels




- Support retention through proactive touchpoints and problem-solving

Requirements:
- Alberta Level 1 or 2 insurance license
- Experience servicing personal lines brokerage clients
- Strong organization and time management in high-volume service
- Comfort with portals and documentation standards
- Professional, client-first communication under pressure

Apply personal lines servicing, coverage communication, and retention skills while supporting clients and identifying cross-selling opportunities.

📌 Personal Lines Insurance Broker (Calgary)
🏢 Impact Recruitment
📍 Calgary

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