Back to results

Personal Lines Broker (High Net Worth, VIP)

  • Calgary, AB, Canada

Full-time

Applications open in a new tab.

Job details

Job type
Full-time
Apply by
Posting language
English
Posted

Original job description

Join a dynamic team as a Personal Lines Broker specializing in High Net Worth and VIP clients. This high-impact role offers the opportunity to manage a mixed portfolio of high net worth and retail clients, providing tailored insurance solutions and exceptional service. Ideal for experienced brokers looking to grow their career within a prestigious and supportive environment.

Compensation
Competitive base salary between $60,000 - $75,000 commensurate with experience, along with new business commission on any leads.

Benefits & Perks
  • Paid vacation plus personal days and sick days
  • Fitness and wellness packages
  • Comprehensive health and dental insurance, premium 100% paid by employer
  • Retirement savings plans
  • Opportunities for professional development and certifications
Responsibilities
  • Manage and support an existing high-net-worth client book, including renewals, policy modifications, and client reviews
  • Provide personalized service to VIP clients, addressing their coverage needs with tailored solutions
  • Collaborate with team members to enhance the high-net-worth client segment
  • Ensure compliance with appraisal requirements, educational initiatives, and event participation
  • Process policy changes efficiently and maintain accurate client records
Qualifications
  • Five or more years of experience as a Personal Lines Broker
  • Alberta Level 2 license
  • Strong customer service skills with attention to detail
  • Experience managing high-net-worth or VIP client accounts 
  • Excellent communication and interpersonal skills
  • Ability to handle complex policies and adapt to specialized client needs

At Aplin - together with our brands CompuStaff, Impact Recruitment, and Vantix Systems - we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers. Accommodation is available upon request throughout all stages of the recruitment process.

More about this job

Responsibilities

Manage an existing portfolio of high-net-worth and retail clients, handling renewals, policy changes, client reviews, and tailored coverage needs. Support VIP clients, maintain accurate records, meet appraisal and compliance requirements, and collaborate with colleagues to grow the high-net-worth client segment.

Requirements

Applicants must have at least five years of experience as a Personal Lines Broker and hold an Alberta Level 2 license. They should bring strong customer service, communication, and interpersonal skills, attention to detail, and experience managing high-net-worth or VIP accounts and complex policies.

Skills

  • Personal Lines Insurance
  • High-Net-Worth Client Management
  • VIP Client Service
  • Customer Service
  • Policy Renewals
  • Policy Modifications
  • Client Reviews
  • Insurance Coverage Solutions
  • Compliance
  • Appraisal Requirements
  • Client Record Management
  • Communication
  • Interpersonal Skills
  • Attention to Detail
  • Complex Policy Management
  • Alberta Level 2 License

Benefits

  • Paid Vacation
  • Personal Days
  • Sick Days
  • Fitness and Wellness Packages
  • Health Insurance
  • Dental Insurance
  • Employer-Paid Premiums
  • Retirement Savings Plans
  • Professional Development
  • Certification Opportunities

Visa sponsorship

Not detected in the job text

Categories

  • Customer Service & Support
  • Sales
  • Finance & Accounting

Keywords

  • Personal Lines Broker
  • High-Net-Worth Clients
  • VIP Clients
  • Retail Clients
  • Insurance
  • Client Portfolio Management
  • Alberta Level 2 License
  • Policy Renewals
  • Policy Modifications
  • Client Reviews
  • Tailored Coverage
  • Customer Service
  • Appraisal Requirements
  • Compliance
  • Client Records
  • Complex Policies
  • New Business Commission
  • Professional Development
  • Certifications

Report this job