Personal Insurance Broker - 9733

DGA Careers; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A respected brokerage in Calgary is seeking a Personal Insurance Account Manager to manage personal lines business, ensuring tailored client solutions. The role requires a minimum of 3 years' experience in personal lines insurance and a proactive approach to client service. The brokerage offers a flexible work environment, with limited in-office presence and comprehensive benefits including 100% employer-covered health services and professional development support.

Benefits

100% employer-covered health and paramedical benefits

Competitive salary and total compensation package

Generous vacation and personal days

Professional development support and licensing assistance

Flexible work model

Access to Teladoc Health/Best Doctors program

Collaborative work culture with team-building events

Qualifications

• Minimum 3 years of personal lines insurance experience.
• Strong understanding of home, auto, and other personal insurance products.
• Experience with insurance company portals and brokerage management systems.

Responsibilities

• Manage a book of personal lines business including renewals and endorsements.
• Provide top-tier client service tailored to individual needs.
• Ensure efficient work while maintaining a strong client focus.

Skills

Attention to detail

Communication skills

Relationship-building

Ability to work independently

Education

Level 1 General Insurance License (Alberta)

Level 2 General Insurance License (preferred)

Tools

Applied Epic

Microsoft Office 365

Job description

Our client is seeking a Personal Insurance Account Manager to join their team. In this role, you will be responsible for managing a book of personal lines business, handling renewals, endorsements, and new business. You will provide top-tier client service, ensuring coverage solutions are tailored to meet individual needs. The ideal candidate will be experienced in personal lines insurance and able to step into the role with minimal training.

The Employer:

Our client is a respected brokerage known for delivering exceptional personal insurance solutions. They offer a flexible work environment, requiring in-office presence only twice a month, with an initial 30-day in-office training period (which may be adjusted based on individual needs). Their well-established systems and technology allow employees to work efficiently while maintaining a strong client focus.

About You:

You are a seasoned personal lines professional with a strong understanding of home, auto, and other personal insurance products. You are highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. Your experience with insurance company portals and brokerage management systems enables you to work independently with minimal supervision.

Necessary Qualifications Include:

• Minimum 3 years of personal lines insurance experience
• Level 1 General Insurance License (Alberta) (Level 2 strongly preferred)
• Familiarity with the major personal lines markets
• Experience using Applied Epic and Microsoft Office 365
• Strong attention to detail and ability to resolve client inquiries proactively
• Excellent communication and relationship-building skills
• Ability to work independently in a flexible, primarily remote work environment

What’s in It for You:

• 100% employer-covered health and paramedical benefits
• Competitive salary and total compensation package
• Generous vacation and personal days
• Professional development support and licensing assistance
• Flexible work model with limited in-office requirements
• Access to Teladoc Health/Best Doctors program for physical and mental health services
• Collaborative and supportive work culture with regular team-building events

We are an equal opportunities employer and welcome applications from all qualified candidates.