Job Description
Deliver tailored insurance solutions as a VIP Personal Insurance Broker. Cater to a portfolio of high-net-worth clients, managing sophisticated risks while ensuring exceptional service and long-term relationships.
In this Calgary-based role, you'll leverage your personal lines expertise to support and enhance coverage for a diverse clientele. Your responsibilities include renewals, remarketing, and consultative advice to maintain strong client relationships. With a focus on continued service excellence, you'll identify opportunities to retain and elevate your clients' coverage effectively.
Key Responsibilities:
• Manage a portfolio of VIP personal insurance clients
• Provide consultative advice on complex risks
• Oversee renewals, remarketing, and cross-selling opportunities
• Identify enhancement opportunities to client coverage
• Ensure high-quality service and relationship management
Requirements:
• Level 2 Insurance License is mandatory
• Minimum 3 yea...
In this Calgary-based role, you'll leverage your personal lines expertise to support and enhance coverage for a diverse clientele. Your responsibilities include renewals, remarketing, and consultative advice to maintain strong client relationships. With a focus on continued service excellence, you'll identify opportunities to retain and elevate your clients' coverage effectively.
Key Responsibilities:
• Manage a portfolio of VIP personal insurance clients
• Provide consultative advice on complex risks
• Oversee renewals, remarketing, and cross-selling opportunities
• Identify enhancement opportunities to client coverage
• Ensure high-quality service and relationship management
Requirements:
• Level 2 Insurance License is mandatory
• Minimum 3 yea...