Personal Insurance Account Manager (with sales component)

Description

About the Role

We are seeking a motivated and client-focused Personal Insurance Account Manager to join our team. This role is ideal for a broker who thrives in both sales and service, with a strong track record of meeting or exceeding production targets. You will be responsible for managing and growing an existing book of business, while also providing exceptional service to clients.

Key Responsibilities

• Manage and service an established book of personal insurance clients.
• Identify opportunities to cross-sell, upsell, and generate new business.
• Meet and exceed production and retention targets.
• Handle policy changes, renewals, and inquiries with professionalism and accuracy.
• Communicate effectively with clients, underwriters, and carrier partners.
• Utilize brokerage systems and portals (training provided if needed).

Qualifications

• Level 1 or Level 2 General Insurance License (required).
• Strong background in personal insurance sales and account management.
• Proven track record of achieving production goals.
• Excellent communication and client relationship skills.
• Mandarin or Cantonese language skills would be an asset, but strong candidates without will be considered.
• Comfortable working independently in a remote environment.

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.

Information

• City: Calgary
• Market segment: Insurance
• Job Type: Full-Time
• Education: CAIB, Insurance License Level 1, Insurance License Level II
• Expertise: Broker - Producer , Broker-Customer Service , Broker-Personal
• Minimum experience required: 3 to 4 Years

• Contact name: Kim Ehman
• Contact email:
• Contact phone: