Personal Lines Broker (High Net Worth, VIP)

Impact Recruitment; Calgary; On-site; CAD 60,000 - 75,000; Full time

Benefits offered by this job

Paid vacation and personal days

Fitness & wellness packages

Health and dental insurance (employer

Retirement savings

Professional development

Job summary

Aplin is seeking a Personal Lines Broker to manage a high net worth and VIP client book, delivering tailored insurance solutions with exceptional service.

Ideal candidates have 5+ years as a Personal Lines Broker and hold an Alberta Level 2 license. Join a supportive team focused on growth and professional development in Calgary, Alberta.

Qualifications

• Five or more years of experience as a Personal Lines Broker.
• Alberta Level 2 license is required.
• Strong customer service and communication skills.
• Experience managing high-net-worth or VIP client accounts.

Responsibilities

• Manage and support an existing high-net-worth client book, including renewals, policy modifications, and client reviews.
• Provide personalized service to VIP clients, addressing coverage needs with tailored solutions.
• Collaborate with team members to enhance the high-net-worth client segment.
• Ensure compliance with appraisal requirements, educational initiatives, and event participation.
• Process policy changes efficiently and maintain accurate client records.

Skills

Customer service

Communication

Interpersonal skills

Attention to detail

VIP client experience

Education

Alberta Level 2 license

Job description

Join a dynamic team as a Personal Lines Broker specializing in High Net Worth and VIP clients. This high-impact role offers the opportunity to manage a mixed portfolio of high net worth and retail clients, providing tailored insurance solutions and exceptional service. Ideal for experienced brokers looking to grow their career within a prestigious and supportive environment.

Compensation

Competitive base salary between $60,000 - $75,000 commensurate with experience, along with new business commission on any leads.

Benefits & Perks

• Paid vacation plus personal days and sick days
• Fitness and wellness packages
• Comprehensive health and dental insurance, premium 100% paid by employer
• Retirement savings plans
• Opportunities for professional development and certifications

Responsibilities

• Manage and support an existing high-net-worth client book, including renewals, policy modifications, and client reviews
• Provide personalized service to VIP clients, addressing their coverage needs with tailored solutions
• Collaborate with team members to enhance the high-net-worth client segment
• Ensure compliance with appraisal requirements, educational initiatives, and event participation
• Process policy changes efficiently and maintain accurate client records

Qualifications

• Five or more years of experience as a Personal Lines Broker
• Alberta Level 2license
• Strong customer service skills with attention to detail
• Experience managing high-net-worth or VIP client accounts
• Excellent communication and interpersonal skills
• Ability to handle complex policies and adapt to specialized client needs

At Aplin — together with our brands CompuStaff, Impact Recruitment, and Vantix Systems — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers. Accommodation is available upon request throughout all stages of the recruitment process.