Senior Client Solutions Manager, VIP Personal Lines reporting into our Personal Lines team in our Calgary office.This role carries both sales and service objectives.The object is to maintain existing clients as well as meet/exceed new business targets.

About the Role
We are seeking an experienced VIP Relationship Manager / Senior Account Manager to manage a portfolio of high-value Personal Lines clients connected to our Commercial Lines business. This hands-on Account Manager role has full ownership of approximately 150 VIP clients representing $2.1M in premium volume and $355K in annual commission revenue.

Key Responsibilities

Primary relationship manager for VIP and commercially connected clients

Manage all client inquiries, renewals, policy changes, endorsements, and coverage reviews

Lead renewal discussions and provide insurance recommendations

Market and remarket policies with insurers to secure competitive coverage and pricing

Process asset additions, removals, driver changes, and policy updates

Review policies for accuracy prior to delivery

Manage invoicing and billing discussions

Support current business opportunities and referrals

Maintain accurate records and documentation within Applied Epic

Qualifications





Minimum 5 years of Personal Lines Account Management experience

Experience managing VIP, High-Net-Worth, executive, or referral-based portfolios

Strong relationship management and insurer negotiation skills

Advanced proficiency with Applied Epic, including file management, policy changes, invoicing, documentation, and workflows

Experience utilizing insurer portals for quoting, servicing, endorsements, and renewals

Market Knowledge
Experience with High-Net-Worth and Retail Personal Lines markets including Chubb, Intact Prestige, Aviva Ovation, Berkley Canada, Northbridge High-Net-Worth, Intact, Aviva, Definity, Wawanesa, SGI, and Travelers.

Licensing
Active Alberta General Level 2 Insurance License required. Additional provincial licenses are considered an asset.

What Success Looks Like

Acts as trusted advisor for VIP and commercially connected clients

Maintains strong retention and referral relationships

Successfully manages all renewal, servicing, marketing, and new business activities

Protects and grows a portfolio valued at approximately $2.1M premium and $355K commission revenue

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📌 Senior Client Solutions Manager, VIP Personal Lines (Alberta)
🏢 Wilson M. Beck Insurance Alberta
📍 Alberta