Position Overview
Elevate your career in personal lines insurance with a focus on VIP and High Net Worth clients in Alberta. This role offers the opportunity to join a supportive brokerage and apply your expertise.
Our client is a respected brokerage known for its commitment to customer service and deep market knowledge. As the Personal Lines Insurance Account Manager, you will manage a portfolio, providing tailored solutions for VIP and High Net Worth clients. Your role will involve direct client interactions and ensuring their insurance needs are met.
Key Responsibilities:
• Assist clients with inquiries about their insurance policies
• Create and bind new insurance policies for clients
• Identify additional coverage options for existing clients
• Perform policy reviews and handle renewals efficiently
• Answer phone calls and provide assistance as needed
Requirements:
• Level 1 Alberta insurance license; Level 2 preferred
• Minimum three years as a Personal Lines Broker