Personal Lines Account Manager


We have an excellent opportunity for a Personal Lines Insurance Broker to join a privately-owned boutique brokerage insurance firm looking to add to their team.  They are open to having this role be based in either Edmonton or Calgary.  The type of person we are looking for will be passionate about what they do and proud of delivery exceptional customer service to their clients.


Duties include but are not limited to:

·         Provide a high standard of customer service by providing insurance needs assessments, reviews and advice to new and existing clients.

·         Ensure thorough and accurate file documentation, sound procedure workflow, and appropriate placement of business within our available markets as per company policies and the client’s needs.

·         Proactively seek the opportunity to cross-sell other lines of business and develop clients into ‘total account’ clients, as well as, refer personal lines clients to our commercial insurance department as the opportunities present themselves.

·         Develop and maintain a high level of education and understanding of all products and services offered by the various insurance markets we have access to.

·         Develop and maintain strong working relationships with the underwriting, marketing and claims personnel at the insurance companies we have access to.

·         Perform full coverage renewal review contact with our clients prior to their upcoming renewal.

·         Ongoing professional advancement through training courses, seminars, and educational academies put on by our insurance market partners.

·         Be respectful of clients, co-workers and Management.

·         Other responsibilities as required.


·         1+ years experience in Personal Lines.

·         Hold an Alberta Level 1, or preferably, level 2 General Insurance Broker License.

·         Must be proficient in Microsoft Office (Outlook, Excel, Word).

·         Must have experience in all lines of personal Insurance products.


All interested applicants please send an updated copy of your resume to abbie.black@richardsonsearch.ca or contact me directly at 780-944-1123.