High Net Worth Personal Lines Account Executive
2 weeks ago
High Net Worth Personal Lines Account ExecutiveWe are currently looking for a High Net Worth Personal Lines Account Executive to join our team in our Calgary office. You will collaborate with Account Producer(s)/Marketer(s) regarding client needs and recommend solutions with respect to placement, terms and policy conditions. This position requires a positive attitude, strong problem‑solving skills, and the ability to prioritize multiple tasks in a high‑paced environment. Strong customer service and VIP experience for our client base is a must.We Care. We Help.ResponsibilitiesYou will engage verbally and electronically with our clients to determine their needs, provide expert advice and ensure the best coverage for them;Experience with supporting VIP clientele;Experience with Auto, Home, boat, recreational, and umbrella policies;You will develop new business opportunities;You will manage all aspects of an existing book of personal lines clients, including reviewing, cross‑selling of products and remarketing;You will respond to all customer and company inquiries by providing effective and efficient customer service to verbal and written enquiries;You will manage and process renewals on a timely basis and maintain high levels of client retention;All other duties as required.Who You AreMinimum of 5 years of VIP Personal Lines experience; construction experience is an asset;Level 2 insurance license; CAIB, CIP, FCIP, or CRM designation is considered an asset;Self‑starter, highly organized with exceptional attention to detail, and able to manage multiple priorities/deadlines;Excellent verbal and written communication skills;Intermediate computer skills, including proficiency in Microsoft Office Suite, and/or Applied EPIC and insurer portals;Friendly professional demeanor with strong business acumen;Ability to thrive in a team environment and work well with others;Driven to succeed and able to represent our brand in all insurance interactions;Excellent organizational skills;Comfortable multitasking and prioritizing tasks without guidance;Punctual with a strong attendance history.What We OfferCompetitive salary and benefits programs;Collaborative work environment;Complimentary parking;Positive and supportive setting, that encourages the health and wellness of our team. #J-18808-Ljbffr
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Calgary, Canada Wilson M. Beck Insurance Alberta Full timeA leading insurance company in Calgary is seeking a High Net Worth Personal Lines Account Executive. The ideal candidate will have a minimum of 5 years experience in VIP Personal Lines, possess a Level 2 insurance license, and excel in a collaborative environment. Key responsibilities include managing client needs and ensuring the best coverage, developing...
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Personal Lines Account Manager
4 weeks ago
Calgary, Canada Aplin Full timePersonal Lines Account Manager (VIP and High Net Worth) 6 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Are you a seasoned personal lines insurance professional specialized in VIP and High Net Worth clients across Alberta? Are you looking to grow your career at a well-established brokerage with...
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Personal Lines Account Manager
4 weeks ago
Calgary, Canada Aplin Full timePersonal Lines Account Manager (VIP and High Net Worth) 6 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Are you a seasoned personal lines insurance professional specialized in VIP and High Net Worth clients across Alberta? Are you looking to grow your career at a well-established brokerage with...
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Senior Underwriter, RBC High Net Worth
2 weeks ago
Calgary, Canada Aviva Canada Full timeJoin to apply for the Senior Underwriter, RBC High Net Worth role at Aviva CanadaIndividually we are people, but together we are Aviva. Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence.We have an excellent career opportunity with our RBC High Net Worth underwriting team. A key objective of...
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Calgary, Canada Edward Jones Full timeA leading financial services firm in Calgary is seeking a Wealth Consultant II to provide planning advice to high-net-worth clients. The successful candidate will have a background in financial planning and at least 5-7 years of experience. This role involves developing personalized strategies and collaborating with clients and financial advisors. The ideal...
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Calgary, Canada Edward Jones Full timeA leading financial services firm in Calgary is seeking a Wealth Consultant II to provide planning advice to high-net-worth clients. The successful candidate will have a background in financial planning and at least 5-7 years of experience. This role involves developing personalized strategies and collaborating with clients and financial advisors. The ideal...
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Calgary, Canada Edward Jones Full timeA leading financial services firm in Calgary is seeking a Wealth Consultant II to provide planning advice to high-net-worth clients. The successful candidate will have a background in financial planning and at least 5-7 years of experience. This role involves developing personalized strategies and collaborating with clients and financial advisors. The ideal...
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Calgary, Canada Edward Jones Full timeA leading financial services firm in Calgary is seeking a Wealth Consultant II to provide planning advice to high-net-worth clients. The successful candidate will have a background in financial planning and at least 5-7 years of experience. This role involves developing personalized strategies and collaborating with clients and financial advisors. The ideal...
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Senior Underwriter, RBC High Net Worth
2 weeks ago
Calgary, Canada Aviva Full timeOverviewIndividually we are people, but together we are Aviva. Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence.We have an excellent career opportunity with our RBC High Net Worth underwriting team. A key objective of this role is to provide a reliable and positive experience by confidently...
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Calgary, Canada Blue Moon Furniture Full timeA luxury furniture brand in Calgary is looking for an entry-level sales professional to sell to high net-worth clients. You will personalize the sales experience, collaborate with a dynamic team, and drive sales using a proven sales process. The ideal candidate has excellent communication skills and a flair for client relations. This full-time role offers a...
