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Senior Client Solutions Manager, VIP Personal Lines

@ Wilson M. Beck Insurance Alberta

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Calgary, Alberta

Temps plein5+ ans d’expérience
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Wilson M. Beck Insurance Alberta is hiring a Senior Client Solutions Manager for its Personal Lines team in Calgary. The role manages about 150 VIP clients, covering renewals, policy changes, coverage reviews and remarketing with insurers, while also meeting new business targets. Candidates need five years of Personal Lines account management experience and an active Alberta General Level 2 licence.

Responsabilités :

  • Manage renewals, policy changes and coverage reviews for VIP clients
  • Market and remarket policies with insurers for competitive pricing
  • Process asset additions, driver changes and policy updates
  • Review policies for accuracy and manage invoicing
  • Support new business and referral opportunities

Résumé des exigences :

  • Minimum 5 years of Personal Lines account management
  • Experience with VIP or high-net-worth portfolios
  • Advanced Applied Epic proficiency
  • Experience with insurer portals for quoting and servicing
  • Active Alberta General Level 2 Insurance License

Outils et compétences

Applied Epicinsurer portals
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
2026-11-08
Première détection par notre source
2026-11-10
Mise à jour du dossier source
2026-11-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauSenior
DomaineDéveloppement des affaires
Expérience5 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsAlberta General Level 2 Insurance License

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Wilson M. Beck Insurance Alberta

Toutes ses offres
ChampValeur
Offres sur Jobsy1
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

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