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.

👉🏻 alexan