Senior Client Solutions Manager, VIP Personal Lines

Wilson M. Beck Insurance Alberta; Calgary; On-site; CAD 90,000 - 140,000; Full time

Job summary

Wilson M. Beck Insurance Alberta in Calgary is seeking a Senior Client Solutions Manager to oversee VIP Personal Lines clients with a blend of sales and service responsibilities.

You will manage a portfolio of high-value clients connected to our Commercial Lines business, aiming to protect and grow revenue while delivering exceptional client service. You will own roughly 150 VIP relationships, negotiate with insurers, and coordinate renewals, policy changes, and endorsements, using Applied Epic

Qualifications

• Minimum 5 years of Personal Lines Account Management experience.
• Experience managing VIP, High-Net-Worth, executive, or referral-based portfolios.
• Strong relationship management and insurer negotiation skills.
• Advanced proficiency with Applied Epic, including file management, policy changes, invoicing, documentation, and workflows.
• Experience utilizing insurer portals for quoting, servicing, endorsements, and renewals.

Responsibilities

• Primary relationship manager for VIP and commercially connected clients
• Manage all client inquiries, renewals, policy changes, endorsements, and coverage reviews
• Lead renewal discussions and provide insurance recommendations
• Market and remarket policies with insurers to secure competitive coverage and pricing
• Process asset additions, removals, driver changes, and policy updates
• Review policies for accuracy prior to delivery
• Manage invoicing and billing discussions
• Support new business opportunities and referrals
• Maintain accurate records and documentation within Applied Epic

Skills

Personal Lines account management

VIP/HNW relationship management

Insurer negotiation

Applied Epic proficiency

Insurance licensing knowledge

Tools

Applied Epic

Job description

Senior Client Solutions Manager, VIP Personal Lines reporting into our Personal Lines team in our Calgary office.This role carries both sales and service objectives.The object is to maintain existing clients as well as meet/exceed new business targets.

About the Role

We are seeking an experienced VIP Relationship Manager / Senior Account Manager to manage a portfolio of high-value Personal Lines clients connected to our Commercial Lines business. This hands-on Account Manager role has full ownership of approximately 150 VIP clients representing $2.1M in premium volume and $355K in annual commission revenue.

Key Responsibilities

• Primary relationship manager for VIP and commercially connected clients
• Manage all client inquiries, renewals, policy changes, endorsements, and coverage reviews
• Lead renewal discussions and provide insurance recommendations
• Market and remarket policies with insurers to secure competitive coverage and pricing
• Process asset additions, removals, driver changes, and policy updates
• Review policies for accuracy prior to delivery
• Manage invoicing and billing discussions
• Support new business opportunities and referrals
• Maintain accurate records and documentation within Applied Epic

Qualifications

• Minimum 5 years of Personal Lines Account Management experience
• Experience managing VIP, High-Net-Worth, executive, or referral-based portfolios
• Strong relationship management and insurer negotiation skills
• Advanced proficiency with Applied Epic, including file management, policy changes, invoicing, documentation, and workflows
• Experience utilizing insurer portals for quoting, servicing, endorsements, and renewals

Market Knowledge

Experience with High-Net-Worth and Retail Personal Lines markets including Chubb, Intact Prestige, Aviva Ovation, Berkley Canada, Northbridge High-Net-Worth, Intact, Aviva, Definity, Wawanesa, SGI, and Travelers.

Licensing

Active Alberta General Level 2 Insurance License required. Additional provincial licenses are considered an asset.

What Success Looks Like

• Acts as trusted advisor for VIP and commercially connected clients
• Maintains strong retention and referral relationships
• Successfully manages all renewal, servicing, marketing, and new business activities
• Protects and grows a portfolio valued at approximately $2.1M premium and $355K commission revenue