Personal Lines Account Manager

Drayden Insurance Ltd.; Town of Westlock; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive base salary with bonuses

RSP matching program

Employee Assistance Program

Paid vacation starting at 3 weeks

Education program for growth

Company social events

Discounts on insurance and registry

Job summary

Drayden Insurance Ltd. in Westlock, AB, is seeking a Personal Lines Account Manager to develop client relationships, provide quotes, and sell policies. You will upsell coverages, generate referrals, and handle renewals, contributing to strong client outcomes.

The role emphasizes product knowledge, ongoing training, and collaboration with insurance providers to protect what matters most to clients.

Qualifications

• General Insurance License Level 1 or willingness to obtain.
• High School Diploma or equivalency.

Responsibilities

• Assist clients with daily insurance needs in person or via technology.
• Provide quotes and sell new policies to clients.
• Upsell products and services to new and existing clients.
• Generate client referrals through community involvement and events.
• Follow up on client accounts to resolve outstanding matters.
• Make timely renewal calls for existing client business.
• Stay up to date on product knowledge and build relationships with providers.
• Commit to self-development through internal training and industry education.

Skills

Client relationships

Sales

Policy quotes

Upselling

Renewals

Training

Education

General Insurance License Level 1

High School Diploma

Job description

Exciting things are happening at Drayden Insurance, and you could join us for the ride! Whether you are a job searcher, employee, client or a community member in one of our many locations, we are known for placing people first.

Here. For You. Whether you are a job searcher, employee, client or a community member in one of our many locations, we are known for placing people first. Drayden is looking to add like-minded individuals to its growing team. We are now searching for a PersonalLines Account Manager to join our team of insurance professionals in our Westlockbranch.

What’s In It For You?

• Competitive base salary with additional earning potential through commissions and bonuses
• Company matching RSP program
• Employee Assistance Program
• Paid vacation starting at 3 weeks, PTO and volunteer days
• Education program to support growth and development
• Company social events
• Insurance and registry services discounts

As a Personal Lines Account Manager, you are responsible for building strong, lasting relationships with our clients by helping to protect what matters most to them through account development and new sales.

What You Will Do:

• Assist clients with their daily insurance needs in person or through technology
• Provide quotes and sell new policies to clients
• Up-selling of products and services to new and existing clients
• Generate client referrals through community involvement and events
• Follow up on client accounts to resolve outstanding matters
• Make timely renewal calls for existing client business
• Remain up to date on product knowledge and build relationships with insurance providers
• Commit to self-development through internal training and industry education
• Extensive knowledge of insurance company products, programs and payment plans

What You Bring to the Team:

• General Insurance License Level 1, or willingness to obtain
• Completion of High School Diploma or equivalency
• Drive and motivation for personal growth