Personal Lines Broker (Retail)
- Calgary, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- Minimum 3 years of experience in personal lines (home and auto)
- Posting language
- English
- Posted
Original job description
Are you a seasoned personal lines insurance professional passionate about the local community? Are you looking to grow your career at a well-established brokerage with a supportive culture? If so, keep reading!
This is a hybrid sales and service role. You will service and grow a personal lines book (home and auto), with most new business driven through referrals, while the support department handles all invoicing and certificates.
About The Position:
This is a hybrid sales and service role. You will service and grow a personal lines book (home and auto), with most new business driven through referrals, while the support department handles all invoicing and certificates.
About The Position:
- Manage and grow an existing book of personal lines clients (home & auto)
- Handle sales and service inquiries from a primarily referral-based clientele
- Achieve annual and monthly growth targets based on the size of your book
- Maintain professional client interactions with a high level of accountability and independence
- Level 1 Alberta license, Level 2 preferred
- Minimum 3 years of experience in personal lines (home and auto)
- Strong self-starter with a high level of accountability and maturity
- Adaptable to a flexible work environment with limited structure or hierarchy
- Proven ability to grow a book and meet revenue or policy targets
- Experience in smaller organizations preferred; not ideal for those needing strict structure or seniority-based progression
- $60,000 - $75,000 base salary depending on experience plus new business commission
- Health benefits plan and spending account
- Paid vacation plus personal days and sick days
- Free parking available
More about this job
Responsibilities
Manage and grow an existing book of personal lines clients, primarily covering home and auto insurance. Handle sales and service inquiries from referral-based clients and meet monthly and annual growth targets.
Requirements
Applicants must hold an Alberta Level 1 insurance license; a Level 2 license is preferred, along with at least three years of personal lines experience in home and auto insurance. The role calls for a self-starting, accountable professional with a proven ability to grow a book and meet targets, and who is comfortable working independently in a flexible environment.
Skills
- Personal Lines Insurance
- Home Insurance
- Auto Insurance
- Book Management
- Business Development
- Sales
- Client Service
- Referral-Based Sales
- Revenue Target Achievement
- Policy Target Achievement
- Accountability
- Independence
- Adaptability
Benefits
- Health Benefits Plan
- Spending Account
- Paid Vacation
- Personal Days
- Sick Days
- Free Parking
- New Business Commission
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Customer Service & Support
- Finance & Accounting
Keywords
- Personal Lines Insurance
- Home Insurance
- Auto Insurance
- Alberta Level 1 License
- Alberta Level 2 License
- Insurance Brokerage
- Book of Business
- Client Management
- Sales
- Customer Service
- Referral-Based Business
- New Business Commission
- Growth Targets
- Revenue Targets
- Policy Targets
- Invoicing
- Certificates
- Health Benefits
- Spending Account