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We are partnering with a well-established, family-owned insurance brokerage based in Vancouver that has proudly served the community for over 50 years. With a strong local presence and more than 10 offices across the Lower Mainland, they are recognized as one of British Columbia’s leading independent brokerages. The brokerage provides both Personal and Commercial Lines coverage to a loyal local client base. They are currently seeking an experienced Personal Lines Account Manager to manage VIP clients and oversee their renewals. This is a full-time, in-office position located in Surrey, BC.
Job Responsibility:
Manage a personal lines High Net Worth client portfolio, including auto, home, renters, and other individual insurance policies
Develop and maintain strong relationships with clients, understanding their coverage needs and providing tailored insurance solutions
Process policy applications, modifications, renewals, and claims efficiently and accurately
Educate clients on policy options, coverage details, and recommend appropriate insurance products
Collaborate with insurance carriers to obtain quotes, troubleshoot issues, and ensure seamless service delivery
Maintain up-to-date knowledge of insurance products
Proactively identify opportunities to cross-sell and upsell insurance products to enhance client coverage
Requirements:
2 or more years of experience as a Personal Line Account Manager
Level 2 license
Proficiency with Broker Management System
What we offer:
Comprehensive benefit plans
Competitive base salary and bonus
Opportunity to gain experience handling a large number of VIP clients with experienced producers