Account Manager - Personal Lines Sales

Sharp Insurance; Calgary; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance firm in Calgary is seeking a driven Account Manager who excels in client relationship management and sales. The role includes delivering tailored insurance quotes, building lasting client relationships, and collaborating with insurance providers. Applicants should have an Alberta Level 1 General Insurance License and 1-2 years of experience in the insurance industry. This full-time position offers opportunities for growth and work-from-home options after proficiency.

Qualifications

• 1-2 years of experience in the insurance industry required.
• Strong knowledge of personal lines products is necessary.
• Call-center experience is a plus.

Responsibilities

• Deliver tailored insurance quotes and address client needs.
• Build lasting relationships through communication and follow-ups.
• Identify opportunities to cross-sell and upsell.
• Collaborate with insurance providers for client solutions.
• Manage client data using multiple software systems.

Skills

Client relationship management

Sales closing skills

Problem-solving

Attention to detail

Proficiency in Microsoft Office

Education

Alberta Level 1 General Insurance License

Post-secondary education in commerce, marketing, or business

Tools

Insurance-related CRM software

Job description

2 months ago Be among the first 25 applicants

Join a Team that Inspires Excellence!

At Sharp Insurance, we’re not just about policies—we’re about passion, innovation, and forging meaningful connections. If you’re a driven self-starter who thrives on making an impact and loves the thrill of sales, you’ve found your home at Sharp! We are trailblazers in the industry, always raising the bar and redefining customer service. With our dynamic company culture and commitment to excellence, we offer more than just a job—we offer a career filled with possibilities and growth.

Join a Team that Inspires Excellence!

At Sharp Insurance, we’re not just about policies—we’re about passion, innovation, and forging meaningful connections. If you’re a driven self-starter who thrives on making an impact and loves the thrill of sales, you’ve found your home at Sharp! We are trailblazers in the industry, always raising the bar and redefining customer service. With our dynamic company culture and commitment to excellence, we offer more than just a job—we offer a career filled with possibilities and growth.

The Role

At Sharp Insurance, our unmatched lead generation sets our team up for success. We’re looking for ambitious, results-driven Account Managers who excel at closing deals and delivering exceptional service. Our sales team is made up of high-performing, self-motivated individuals who take pride in providing personalized insurance solutions and building lasting client relationships.

As An Account Manager, Your Key Responsibilities Will Include

• Delivering exceptional service by providing tailored insurance quotes and addressing client needs via phone, email, and occasional walk-ins.
• Building lasting relationships with clients through consistent communication and follow-ups.
• Identifying opportunities to cross-sell and upsell, helping clients find the right coverage for their needs.
• Collaborating with various insurance providers to secure the best solutions for clients.
• Navigating multiple software systems and portals to manage client data and ensure seamless service.
• Staying ahead of industry trends, policies, and best practices to bring added value to clients and the team.
  
  

What We’re Looking For

We’re seeking individuals with the drive to succeed and a passion for helping clients. To thrive in this role, you’ll need:

• Alberta Level 1 General Insurance License (required).
• 1-2 years of experience in the insurance industry.
• Strong knowledge of personal lines products.
• Post-secondary education in commerce, marketing, business, or related fields (an asset).
• Call-center experience (an asset).
• Availability to work Monday to Friday (8:30 AM–5:00 PM) and Saturdays (10:00 AM–3:00 PM).
  
  

What Sets You Apart

• A high degree of professionalism and integrity.
• A self-motivated, goal-oriented mindset.
• A passion for delivering excellence in customer service and nurturing client relationships.
• Proficiency in Microsoft Office and insurance-related CRM software, with strong typing skills.
• A proven track record of accountability, reliability, and problem-solving.
• The ability to adapt to change and thrive in both independent and team settings.
• A keen eye for detail and a strategic, critical-thinking approach.
  
  

Location and Status

• Location: Calgary, AB
• Employment Status: Full-time (including weekend work as required).
• Work from home (Once fully proficient in the role)
  
  

Ready to Build a Future with Sharp?

If you’re ready to challenge the status quo, embrace innovation, and make your mark in the insurance industry, we can’t wait to meet you. Let’s create success together—apply now and become part of our exceptional team!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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