Account Broker

4 weeks ago


Vancouver, British Columbia, Canada Purves Redmond Limited Full time
Job Title: Account Broker

This role is responsible for managing complex risk profiles, including Management Liability, Kidnap & Ransom, Professional Liability, Cyber, and Privacy Risks. The ideal candidate will have a strong background in Financial Lines Insurance, with experience in broking or underwriting.

Key Responsibilities:
  • Manage a portfolio of clients, overseeing renewals for executive risk insurance and handling open market placements
  • Negotiate coverage terms, conditions, and pricing with insurers for new and renewal business
  • Review and recommend policy adjustments as needed
  • Collaborate with team members on client presentations relating to insurance terms and conditions
  • Issue and conduct technical reviews of policy documents for accuracy
  • Request policies and/or amendments from insurers
  • Provide timely, high-quality service, and risk-management advice to clients
  • Ensure client records are accurately maintained in our broker management system (EPIC) and shared drive
  • Represent Purves Redmond Limited at industry and client events
  • Occasional travel across Canada as needed for client and market meetings and events
Requirements:
  • 5-10 years of experience in Financial Lines Insurance (Broking or Underwriting)
  • Degree or diploma in Business or Finance
  • Alberta and British Columbia Broker License (or willingness to obtain)
  • RIBO license, Chartered Financial Analyst (CFA) and/or Registered Professional Liability Underwriter (RPLU) designations are assets
  • Canadian Securities Course (CSC) would be an asset
  • Cyber-liability placement experience an asset
  • Strong communication and presentation skills
  • Proficiency in Microsoft Office Suite
  • Client-focused, motivated, and a team player eager to learn and collaborate

Purves Redmond Limited is an equal opportunities employer and welcomes applications from diverse candidates. If you require any accommodation during the hiring process or upon hire, please inform Human Resources and we will provide suitable accommodation that takes into account the applicant's accessibility.



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