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Personal Lines Account Executive
Job Description & How to Apply Below
We are currently recruiting for a Personal Lines Account Executive for a respected brokerage in Calgary, AB
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- Join a well-established brokerage with a strong reputation for servicing VIP and high-net-worth clients.
- Build long-term career stability while managing a high-quality personal lines book with room for growth.
- 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.
- 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
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