Personal Lines Account Executive

We are currently recruiting for a Personal Lines Account Executive for a respected brokerage in Calgary, AB.

3 Reasons To Apply

Join a well-established brokerage with a strong reputation for servicing VIP and high-net-worth clients.

Competitive Compensation Package With Full Benefits.

Build long-term career stability while managing a high-quality personal lines book with room for growth.

Responsibilities

Client Management: Manage and grow an existing book of personal lines business, servicing VIP and high-net-worth clientele.

Client Service: Provide expert advice via phone and email, respond promptly to inquiries, and ensure an exceptional client experience.

Policy Management: Handle renewals, remarketing, cross-selling, and placement of Auto, Home, Boat, Recreational, and Umbrella policies.

Business Development: Identify and develop new personal lines business opportunities.

Systems & Compliance: Maintain accurate documentation using EPIC and insurer portals while ensuring regulatory compliance.

Desired Skills

Minimum

3 years of VIP Personal Lines experience required

Level 2 Insurance License required

Experience with high-net-worth personal lines accounts

Proficiency with Applied EPIC and insurer portals

Strong organizational, communication, and time-management skills

RIBO license and industry designations (CAIB, CIP, FCIP, CRM) considered assets

Contact

If you're interested in this opportunity, feel free to reach out. If this role isn’t the right fit, send your resume to Alex, who can help guide you toward more relevant opportunities.

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