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Account Executive, Personal Lines

Full Time | Alberta Office
Job Overview:  We are currently looking for an Account Executive to join our Personal Lines team in our Calgary office. Our ideal candidate will have at least 3 years of experience in VIP Personal Lines and have their Insurance License Level 2. Responsibilities: 
  • You will engage verbally and electronically with our clients to determine their needs, provide expert advice, and ensure the best coverage for them;
  • Experience with supporting high net worth VIP clientele.
  • Experience with Auto, Home, boat, recreational, and umbrella policies
  • You will develop new business opportunities;
  • You will manage all aspects of an existing book of personal lines clients, including reviewing, cross selling of products and remarketing;
  • You will respond to all customer and company inquiries by providing effective and efficient customer service to verbal and written enquiries;
  • You will manage and process renewals on a timely basis and maintain high levels of client retention.
  • All other duties as required.
Who You Are
  • You have a Level 2 Insurance License;
  • Personal Insurance Lines experience;
  • Proficient in EPIC and Insurer Portals.
  • RIBO license is an asset and will be required to obtain;
  • CAIB, CIP, FCIP or CRM designation would be considered an asset;
  • You are a self-starter who is highly organized with exceptional attention to detail;
  • You have excellent verbal and written communication skills;
  • You have Intermediate computers skills, including Microsoft Office Suite and Applied EPIC;
  • You have a friendly professional demeanor with a good sense of business acumen;
  • You have a natural ability to thrive in a team environment and work well with others;
  • You are driven to success and can represent our brand in all insurance interactions.
  • Excellent organizational skills
  • Comfortable multi-tasking and prioritizing without guidance
  • Punctual with strong attendance history.
We encourage applications from all qualified candidates. Please forward your resume and cover letter to Roni Furgeson: rfurgeson@wmbeck.com.
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