Personal Insurance Account Manager (with sales component) - 9867

DGA Careers; Calgary; Remote; CAD 65,000 - 85,000; Full time

Job summary

A leading insurance brokerage in Alberta seeks a motivated Personal Insurance Account Manager to manage an established book of clients. The role involves cross-selling, upselling, and delivering exceptional service. Successful candidates will have a Level 1 or 2 General Insurance License, strong sales background, and excellent communication skills. This position offers the flexibility of remote work.

Qualifications

• Strong background in personal insurance sales and account management.
• Proven track record of achieving production goals.
• Excellent communication and client relationship skills.

Responsibilities

• Manage and service an established book of personal insurance clients.
• Identify opportunities to cross-sell, upsell, and generate new business.
• Meet and exceed production and retention targets.
• Handle policy changes, renewals, and inquiries with professionalism and accuracy.
• Communicate effectively with clients, underwriters, and carrier partners.

Skills

Client relationship skills

Communication

Sales skills

Account management

Cross-selling

Education

Level 1 or Level 2 General Insurance License

Job description

We are seeking a motivated and client-focused Personal Insurance Account Manager to join our team. This role is ideal for a broker who thrives in both sales and service, with a strong track record of meeting or exceeding production targets. You will be responsible for managing and growing an existing book of business, while also providing exceptional service to clients.

Key Responsibilities

• Manage and service an established book of personal insurance clients.
• Identify opportunities to cross-sell, upsell, and generate new business.
• Meet and exceed production and retention targets.
• Handle policy changes, renewals, and inquiries with professionalism and accuracy.
• Communicate effectively with clients, underwriters, and carrier partners.
• Utilize brokerage systems and portals (training provided if needed).

Qualifications

• Level 1 or Level 2 General Insurance License (required).
• Strong background in personal insurance sales and account management.
• Proven track record of achieving production goals.
• Excellent communication and client relationship skills.
• Mandarin or Cantonese language skills would be an asset, but strong candidates without will be considered.
• Comfortable working independently in a remote environment.

Contact Information

Name: Kim Ehman
Phone: [phone]
Email: [e-mail]
Website: dgacareers.com