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Added 4 mins ago
Equity Research Database & Development Associate
BMO Capital Markets
Toronto, ON
Full-time
The Regional Director of Investments is a senior investment leader responsible for enabling regional growth, strengthening Investment Counsellor and client-facing business development…
Added 4 mins ago
Clinical Service Leader - Social Work
Shared Health-Soins Communs
Winnipeg, MB
Full-time
Contributing to the delivery of quality social work services by examining, developing, refining and evaluating the body of knowledge and clinical practices and assisting in program planning…
Added 4 mins ago
Equity Research Database & Development Associate
BMO Capital Markets
Montreal, QC
Full-time
The Regional Director of Investments is a senior investment leader responsible for enabling regional growth, strengthening Investment Counsellor and client-facing business development…
Added 4 mins ago
Equity Research Database & Development Associate
BMO Capital Markets
Toronto, ON
Full-time
The Regional Director of Investments is a senior investment leader responsible for enabling regional growth, strengthening Investment Counsellor and client-facing business development…
Added 19 mins ago
Senior Director-Head of CNB Wealth Business Architecture
Royal Bank of Canada
Toronto, ON
Full-time
The Senior Director-Head of CNB Wealth Business Architecture is a senior leadership role within City National Bank (RBC) Wealth Technology, reporting directly to the Head of CNB Wealth…
Added 34 mins ago
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Full-time
Reporting to the Director Victim Services, this position is responsible for leading, implementing, and coordinating assigned programs, projects and initiatives aimed at; fostering improved…
Added 34 mins ago
Director, Head of Patient Recruitment and Retention
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Full-time
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Added 2 hours ago
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…essential in maintaining clinical continuity in Lower Limb services and offers an excellent opportunity for a motivated individual to contribute to service development and multidisciplinary…
Added 2 hours ago
Senior Insurance Coordinator
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Vancouver, BC
$7,158.42 to $10,292.25 CAD / month
Full-time
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Intercultural Facilitator (CF) - GOA Family Violence
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…facilitates pathways for regular migration, while providing services and advice to governments and…
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Senior Data Scientist
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Director, Anti-Fraud, North America
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Full-time
The Director Anti-Fraud, North America (2LOD/subject-matter expert) position is responsible for overseeing and challenging the fraud risk management strategy across US and Canada segments…
Added 4 hours ago
Manager of Corporate Accounting and Financial Reporting
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This director works closely with corporate, regional and operational finance teams to deliver accurate and timely results, maintain accounting documentation, support compliance requirements…

Mango Insurance

Personal Lines Sales Executive

AB, Canada
Greater Edmonton Metropolitan Area, Canada

Job type: Full-time
Apply by: Oct 31, 2026
Experience: 3+ years of experience within an insurance environment or professional business environment.
Posting language: English
Posted: Oct 1, 2026

Apply About employer

Applications open in a new tab.

Original job description

As a Personal Lines Sales Executive, you will help our company succeed and grow by selling all Personal Lines products to Homeowner clients/prospects. You are responsible for ensuring that all of our clients have the best coverage at the best price and for helping anticipate their future insurance needs. The Personal Lines Sales Executive will be responsible for growing a portfolio of personal insurance clients. Day-to-day tasks include providing tailored insurance solutions,

educating clients on product offerings, quoting policies, negotiating with insurance carriers, and maintaining long-term client relationships. The role also involves cross-selling additional services and ensuring client satisfaction.

Sales

Grow a Book of Business specific to the Homeowners Personal Lines Insurance Department – Including Auto of Homeowners
Cross-sell or up-sell other products and services the brokerage offers to new and existing clients
Adhere to and meet/exceed performance metrics identified by the brokerage

Process

Maintain positive and proactive relationships with all stakeholders in the process
Follow all Mango procedures, forms, checklists and workbooks as outlined in the Mango Process, including pre-renewal activities, customer updates, coverage review checklists, marketing and renewal presentations, completed on time as per company policy.
Build marketing relationships with Mango designated underwriters, maintaining positive and proactive relationships with underwriting, always putting the client’s needs first.

Customer Service

Be familiar with, and follow, company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.).
Respond to and address all client inquiries and requests promptly.
Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage.
Collection of all outstanding underwriting requests from customers.
Obtain and share underwriting information, as required.
Maintain, update, and organize all data; electronic & paper filing systems utilized by the department/organization
Provide clear instructions to CSO (Client Service Officer) team for all transactions. · Request cancellation of all overdue/unpaid accounts. · Focus on client service including timely response to telephone, email, and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.

Team Support

Report any problems on potential lost accounts before occurrence to the Director of Retention or President
Report all potential bad debts immediately to the Director of Retention or President
Take all steps to prevent Errors & Omissions, and report any potential E&O to the Director of Retention or President
Escalate concerns/ issues to President; keep Director of Retention or President abreast of department activities
Supervise and check the processing of the Customer Service Representatives to ensure accuracy.
Attend and participate in Team meetings, general staff meetings and company functions

Office Support

Lead, attend & participate in weekly Team L10 meetings, general staff meetings, company functions, and attended Chamber of Commerce Events or other industry events;
Utilize the SIA, PowerPoint, Excel, Word, All Insurance Portal programs
And other related duties as assigned

Knowledge and Experience

RIBO or AIC - Level 1 or 2 Licensed Insurance Agent
3+ years of experience within an insurance environment or professional business environment.
3+ of experience within a team environment in a customer service position.
Ability to drive sales and growth

This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Apply About employer

More about this job

Responsibilities

Grow a portfolio of homeowners personal lines clients by providing tailored insurance solutions, quoting and negotiating policies, and cross-selling additional products. Maintain client and underwriting relationships, manage renewals and service processes, oversee accurate customer service processing, and meet sales and performance targets.

Requirements

Requires a RIBO or AIC Level 1 or 2 insurance agent license and at least three years of experience in an insurance or professional business environment. Also requires at least three years of customer service experience in a team setting and the ability to drive sales and growth.

Skills

Homeowners Insurance
Auto Insurance
Business Development
Cross-Selling
Upselling
Insurance Quoting
Carrier Negotiation
Customer Service
Policy Renewals
Underwriting Coordination
Premium Collection
Team Supervision
Risk and Errors & Omissions Prevention
Microsoft Office

Visa sponsorship

Not detected in the job text

Keywords

Personal Lines Insurance
Homeowners Insurance
Auto Insurance
RIBO License
AIC License
Insurance Sales
Book of Business
Cross-Selling
Upselling
Insurance Quoting
Carrier Negotiation
Client Retention
Policy Renewals
Underwriting
Premium Collection
Customer Service
Errors and Omissions
Client Service Officer
SIA
PowerPoint
Excel
Word
Insurance Portal Programs
Chamber of Commerce

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