Remote Personal Insurance Account Manager

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

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.