Personal Lines Insurance Broker
- Calgary, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 3+ years of Personal Lines brokerage experience
- Posting language
- English
- Posted
Original job description
Picture a role where your Personal Lines expertise is the main event: a well supported portfolio, a steady pace of warm client demand, and a team that values great service over constant scrambling. Our client in Calgary is looking for a Personal Lines Insurance Broker who can confidently run their own book, communicate clearly, and keep clients feeling looked after year after year.
Compensation
Compensation
- Competitive base salary between $60,000 - $85,000 aligned to experience, plus performance-based bonus potential.
- Comprehensive health and dental coverage
- Health spending account
- Support for continuing education and professional development (CIP, CAIB, etc.)
- Established book of business from day one
- Strong administrative support to help keep service efficient
- Longer-term upside through profit share opportunities
- Manage an existing Personal Lines book of business including renewals, endorsements, and day-to-day policy servicing
- Advise clients on coverage options and provide clear, solutions-focused recommendations
- Handle warm inbound needs and referrals as they arise (growth support when appropriate)
- Maintain accurate documentation and detailed file notes in the brokerage management system
- Coordinate with internal administrative support to ensure a smooth client experience
- Stay current on insurer guidelines, product updates, and licensing requirements
- Level 2 General Insurance License (Alberta)
- 3+ years of Personal Lines brokerage experience
- Proven ability to manage a portfolio independently and prioritize competing deadlines
- Strong client communication skills with a relationship-first mindset
- Comfort with brokerage management systems (PowerBroker is an asset)
More about this job
Responsibilities
Manage an established Personal Lines book, including renewals, endorsements, daily policy servicing, and warm inbound client needs. Advise clients on coverage, maintain accurate records in the brokerage management system, and coordinate with administrative support to deliver a smooth client experience.
Requirements
Applicants must hold an Alberta Level 2 General Insurance License and have at least three years of Personal Lines brokerage experience. They should be able to independently manage a portfolio, prioritize competing deadlines, communicate effectively with clients, and use brokerage management systems; PowerBroker is an asset.
Skills
- Portfolio Management
- Policy Renewals
- Endorsements
- Policy Servicing
- Coverage Advice
- Client Communication
- Deadline Prioritization
- Documentation
- File Notes
- Brokerage Management Systems
- Insurer Guidelines
- Product Updates
- Licensing Compliance
- PowerBroker
Benefits
- Comprehensive Health And Dental Coverage
- Health Spending Account
- Continuing Education And Professional Development Support
- Established Book Of Business
- Administrative Support
- Profit Share Opportunities
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
Keywords
- Personal Lines Insurance
- Insurance Broker
- Alberta Level 2 General Insurance License
- Personal Lines Brokerage
- Book Of Business
- Portfolio Management
- Policy Renewals
- Endorsements
- Policy Servicing
- Coverage Options
- Client Referrals
- Brokerage Management System
- PowerBroker
- Insurer Guidelines
- Insurance Product Updates
- Licensing Requirements
- CIP
- CAIB
- Continuing Education