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VIP Personal Insurance Broker - 9648

DGA Careers

Calgary

Hybrid

CAD 60,000 - 100,000

Full time

30+ days ago

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Job summary

An established industry player is looking for a VIP Personal Lines Broker to join their specialized team. In this role, you will manage a portfolio of high-net-worth clients, providing tailored insurance solutions and ensuring an exceptional client experience. The ideal candidate will have extensive personal lines insurance experience and strong problem-solving skills. This innovative firm offers a flexible work environment with minimal in-office requirements, allowing you to thrive while maintaining excellent client relationships. Join a supportive and collaborative culture that values professional development and employee well-being.

Benefits

100% employer-covered health benefits
Generous vacation and personal days
Professional development support
Flexible work model
Access to Teladoc Health/Best Doctors program
Collaborative company culture

Qualifications

  • 5+ years of personal lines insurance experience, preferably with high-net-worth clients.
  • Strong understanding of insurance products and excellent communication skills.

Responsibilities

  • Manage a high-value personal lines book of business for high-net-worth clients.
  • Handle renewals, endorsements, and new business while ensuring client satisfaction.

Skills

Problem-solving skills
Client relationship management
Attention to detail

Education

Level 2 General Insurance License
Level 1 General Insurance License

Tools

Applied Epic
Microsoft Office 365
Chubb
Aviva Ovation
Intact Prestige

Job description

Our client is seeking a VIP Personal Lines Broker to join their specialized team. In this role, you will manage a high-value personal lines book of business, working with high-net-worth clients to provide tailored insurance solutions. Your responsibilities will include handling renewals, endorsements, and new business while ensuring an exceptional client experience. Given the specialized nature of this role, the ideal candidate will be an experienced personal lines professional with the ability to hit the ground running.

The Employer:

Our client is a well-respected brokerage known for delivering exceptional service to high-net-worth individuals. They offer a flexible work environment, requiring in-office presence only twice a month, with an initial 30-day training period in-office. Their collaborative and client-focused approach has made them a leader in their field, and they provide employees with a supportive and professional atmosphere to thrive in.

About You:

You are a highly skilled personal lines professional with extensive experience managing high-net-worth client portfolios. You have strong problem-solving skills, an eye for detail, and the ability to work independently while maintaining excellent client relationships. Your knowledge of industry portals and systems allows you to navigate the role efficiently without extensive training.

Necessary Qualifications Include:
  • Minimum 5 years of personal lines insurance experience (VIP/high-net-worth experience preferred)
  • Level 2 General Insurance License (Level 1 will be considered with a commitment to obtaining Level 2)
  • Strong understanding of insurance products for high-net-worth clients
  • Experience with Chubb, Aviva Ovation, and Intact Prestige is an asset
  • Familiarity with Applied Epic and Microsoft Office 365
  • Ability to work efficiently in a flexible and largely remote work environment
  • Excellent communication and relationship-building skills
What’s in It for You:
  • 100% employer-covered health and paramedical benefits
  • Generous vacation and personal days
  • Professional development support and licensing assistance
  • Flexible work model with minimal in-office requirements
  • Access to Teladoc Health/Best Doctors program for physical and mental health services
  • Collaborative and supportive company culture with regular team events
About Us:

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms, and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well-positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach key influencers and passive candidates nationally.

Interested candidates please contact Kim Ehman at 587-885-1849 or forward your resume in confidence to kim

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