High Net Worth Insurance Account Manager
Impact Recruitment • calgary, Canada
Role Description
Join a well-established brokerage as a Personal Lines Insurance Account Manager, focusing on VIP clients across Alberta. This position is ideal for those with a passion for customer service and expertise in high-value insurance.
Our client is known for their customer-centric approach, looking for an experienced insurance professional to manage a diverse book of business. You will connect with High Net Worth clients, providing them with exceptional service and tailored insurance solutions while assessing and fulfilling their unique needs.
Key Responsibilities:
• Discuss and assist clients with their insurance inquiries
• Create and bind new insurance policies for clients
• Conduct policy reviews and manage renewals
• Identify additional coverages to enhance client protection
• Handle client phone calls and provide support
Requirements:
• Alberta Level 1 license; Level 2 preferred
• At least three years of e...
Our client is known for their customer-centric approach, looking for an experienced insurance professional to manage a diverse book of business. You will connect with High Net Worth clients, providing them with exceptional service and tailored insurance solutions while assessing and fulfilling their unique needs.
Key Responsibilities:
• Discuss and assist clients with their insurance inquiries
• Create and bind new insurance policies for clients
• Conduct policy reviews and manage renewals
• Identify additional coverages to enhance client protection
• Handle client phone calls and provide support
Requirements:
• Alberta Level 1 license; Level 2 preferred
• At least three years of e...