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Account Executive Personal Lines
Job Description & How to Apply Below
Enhance your career with a reputable brokerage in Calgary, AB as a Personal Lines Account Executive. You'll manage personal lines for VIP clients while enjoying a competitive compensation package.
This role is perfect for a skilled executive with at least three years of experience managing high-net-worth personal lines accounts. You will provide expert advice to clients, handle renewals, and identify new business opportunities. Your expertise using Applied EPIC and maintaining compliance will also be essential.
Key Responsibilities:
• Manage and grow a book of high-net-worth personal lines
• Provide exceptional client service in person, via phone, and email
• Handle the renewals and placements of various policies
• Identify new opportunities for personal lines business growth
• Maintain compliance and accurate documentation using EPIC
Requirements:
• Minimum 3 years of experience with VIP personal lines
• Level 2 Insurance License is mandatory
• Proficient with Applied EPIC insurance portals
• Strong communication and organizational skills
• RIBO license and additional designations are assets
Utilize your skills in client management and service to thrive in this esteemed brokerage in Calgary.
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