High Net Worth Personal Lines Account Executive

17 hours ago


Calgary, Canada Wilson M. Beck Insurance Alberta Full time

We 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. Responsibilities You 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 Are Minimum 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 Offer Competitive 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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