CrawlJobs Logo

Personal Lines Assistant Account Manager

aplin.com Logo

Aplin

Location Icon

Location:
Canada , Calgary

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

Join a top-tier insurance team dedicated to delivering exceptional service to high net worth and VIP clients. Our client, a respected and rapidly expanding brokerage, is looking for a motivated and detail-oriented Personal Lines Assistant Account Manager to support their VIP and high-net-worth clientele. This role offers a unique opportunity to grow your career within a collaborative environment committed to excellence and personal development. If you thrive in fast-paced settings and care about making a difference for clients who value professionalism and attention to detail, this could be your next great move.

Job Responsibility:

  • Support the Personal Lines team with preparation of client documents such as renewal summaries, proposals, and underwriting submissions
  • Assist in pre-renewal data collection and analysis
  • Prepare and distribute pink cards, insurance schedules, and coverage review reports
  • Review policies year over year to ensure accuracy and consistency
  • Prepare and process policy issuance, endorsements, and invoicing
  • Support in handling accounting queries and maintaining client records
  • Assist with administrative functions like mail handling, scanning, and file management

Requirements:

  • Level I Insurance License required
  • Level II preferred
  • Experience working with high-net-worth or VIP personal lines insurance policies
  • Highly organized with excellent attention to detail
  • Strong verbal and written communication skills
  • Proficiency with Microsoft Office Suite and insurance management systems such as Applied Epic
  • Self-motivated team player with a professional demeanor and strong business acumen
  • Ability to multitask, prioritize, and work efficiently without guidance
What we offer:
  • Comprehensive health and dental coverage
  • Paid time off plus 6 flex days
  • Professional development and ongoing training opportunities
  • Supportive, team-oriented work environment
  • Opportunities for career advancement
  • Wellness programs and fitness discounts

Additional Information:

Job Posted:
April 02, 2026

Employment Type:
Fulltime
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Personal Lines Assistant Account Manager

Account Executive – Personal Lines

We are working with a reputable insurance company to find a skilled individual t...
Location
Location
United Kingdom , North West London
Salary
Salary:
35000.00 GBP / Year
https://www.lawesrecruitment.co.uk Logo
Lawes Consulting Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Customer-facing role in personal lines insurance
  • Basic knowledge of personal insurance products and compliance (FCA, Consumer Duty)
  • Experience in renewals, new business, and client queries (desirable)
Job Responsibility
Job Responsibility
  • Manage and build client relationships
  • Identify and develop new business opportunities
  • Assist with policy renewals and negotiations
  • Ensure compliance with industry regulations
  • Collaborate with the team to meet goals
  • Stay updated on market trends and training
  • Fulltime
Read More
Arrow Right

Account Executive – Personal Lines

We are working with a reputable insurance company to find a skilled individual t...
Location
Location
United Kingdom , Warwickshire
Salary
Salary:
35000.00 GBP / Year
https://www.lawesrecruitment.co.uk Logo
Lawes Consulting Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Customer-facing role in personal lines insurance
  • Basic knowledge of personal insurance products and compliance (FCA, Consumer Duty)
  • Experience in renewals, new business, and client queries (desirable)
Job Responsibility
Job Responsibility
  • Manage and build client relationships
  • Identify and develop new business opportunities
  • Assist with policy renewals and negotiations
  • Ensure compliance with industry regulations
  • Collaborate with the team to meet goals
  • Stay updated on market trends and training
  • Fulltime
Read More
Arrow Right

Personal Lines Account Handler

Due to growth, this respected insurance broker has an opportunity for a Personal...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
28000.00 - 32000.00 GBP / Year
https://www.lawesrecruitment.co.uk Logo
Lawes Consulting Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience gained handling private client insurance accounts
  • Highly motivated and efficient
  • Excellent customer service
  • Ability to handle a variety of communication channels (telephone, email, post)
  • Strong organisational skills for managing and updating client records
  • Sales-oriented mindset for upselling and cross-selling products
  • Willingness to pursue professional qualifications (Cert CII)
Job Responsibility
Job Responsibility
  • Act as a Personal Insurance Broker on specific nominated accounts
  • Manage a range of customer enquiries via telephone, email and post
  • Develop the account through existing client contacts and contribute to maximising growth through converting new business enquiries, cross sale and up sale of relevant ancillary products
  • Provide assistance to the claims department with any relevant claims
  • Updating client records with accurate information received from insurers
  • Transfer of copy and documents into the client electronic file
  • Maintain good credit control within your client portfolio
  • Ensure advice given meets clients' requirements and recommendations and reasons documented
  • Fulltime
Read More
Arrow Right

Account Executive – Personal Lines

We are working with a reputable insurance company to find a skilled individual t...
Location
Location
United Kingdom , South Yorkshire
Salary
Salary:
35000.00 GBP / Year
https://www.lawesrecruitment.co.uk Logo
Lawes Consulting Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Customer-facing role in personal lines insurance
  • Basic knowledge of personal insurance products and compliance (FCA, Consumer Duty)
  • Experience in renewals, new business, and client queries (desirable)
Job Responsibility
Job Responsibility
  • Manage and build client relationships
  • Identify and develop new business opportunities
  • Assist with policy renewals and negotiations
  • Ensure compliance with industry regulations
  • Collaborate with the team to meet goals
  • Stay updated on market trends and training
  • Fulltime
Read More
Arrow Right

Technical Account Manager

With deep experience working with the world’s leading brands, our Technical Acco...
Location
Location
France; United Kingdom
Salary
Salary:
Not provided
airship.com Logo
Airship
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of technical client-facing experience
  • Working knowledge of Linux and/or Mac OS X command line
  • Able to read code and write code in Python, Java, Swift, or a similar object-oriented language
  • Working knowledge of IDEs such as Xcode and Android Studio
  • Knowledge of how to leverage APIs
  • Able to handle a wide range of customer personas and skills sets during all phases of the customer lifecycle
  • Strong written and verbal communication skills including the ability to communicate with both technical and non-technical customers in English
  • Outcome-based time management skills
  • Ability to work in a team environment while working independently
  • Fluent or professional French speaker (C1-C2)
Job Responsibility
Job Responsibility
  • Coordinate new customer activities with appropriate team members. Keep all parties apprised of customer requirements, deliverables, and timelines
  • Act as a primary point of contact for customers, ensuring a high level of responsiveness if issues arise
  • Provide metrics as established by department leadership to track and report customer activities and associated issues and/or opportunities for reporting to both customer and internal stakeholders
  • Provide world-class support by taking ownership for customer challenges from initial contact to deployment, including troubleshooting, assisting with QA, and ensuring that the customer understands any needed changes on their end
  • Partner with the Engineering and Product teams to resolve customer issues, and develop new solutions
  • Provide assistance writing documentation, knowledge-based articles, and tutorials to improve the customer experience of Airship products and services
  • Participate in the QA process of current and new products/services and work frequently with product and engineering teams to address opportunities and product enhancements
  • Interface with customers in final stages of contracting with Sales to gather, collect, and document technical, product, and contract requirements regarding the customer's purchase(s) of Airship products
  • Contribute to the development of Technical Account Management policies and procedures
  • Provide proactive training, guidance, and support, demonstrating Airship's value
What we offer
What we offer
  • Equity is also offered with this role
  • Airship offers a robust benefits package as part of our Total Rewards approach to compensation
Read More
Arrow Right

Personal Lines / Customer Service Advisor

A new position is being created for a Personal Lines to focus on acting as a Cus...
Location
Location
United Kingdom , Cornwall
Salary
Salary:
25000.00 GBP / Year
https://www.lawesrecruitment.co.uk Logo
Lawes Consulting Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Organised
  • Self-motivated
  • Ability to multitask
  • Excellent interpersonal and communication skills
  • Good technical knowledge – in specific areas needed e.g. Motor, home, travel
Job Responsibility
Job Responsibility
  • Act as a Customer Adviser on specific nominated accounts
  • Manage a range of customer enquiries via telephone, email and post
  • Develop the account through existing client contacts
  • Contribute to maximising growth through converting new business enquiries, cross sale and up sale of relevant ancillary products
  • Shared responsibility for achievement of the business plan and budget of the Division
  • Operate within the Company’s systems and procedures
  • Check policy documents for accuracy and breadth of cover
  • Provide assistance to the Claims department with any relevant claims
  • Update client records with accurate information received from insurers
  • Transfer of copy and documents into the client electronic file
  • Fulltime
Read More
Arrow Right

Personal Lines / Customer Service Advisor

A new position is being created for a Personal Lines to focus on acting as a Cus...
Location
Location
United Kingdom , Ipswich
Salary
Salary:
25000.00 GBP / Year
https://www.lawesrecruitment.co.uk Logo
Lawes Consulting Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Organised
  • Self-motivated
  • Ability to multitask
  • Excellent interpersonal and communication skills
  • Good technical knowledge – in specific areas needed e.g. Motor, home, travel
Job Responsibility
Job Responsibility
  • Act as a Customer Adviser on specific nominated accounts
  • Manage a range of customer enquiries via telephone, email and post
  • Develop the account through existing client contacts
  • Shared responsibility for achievement of the business plan and budget of the Division
  • Ensure operation within the Company’s systems and procedures
  • Check policy documents for accuracy and breadth of cover
  • Provide assistance to the Claims department with any relevant claims
  • Updating client records with accurate information received from insurers
  • Transfer of copy and documents into the client electronic file
  • Promote and support the Division both internally and externally
  • Fulltime
Read More
Arrow Right

Assistant Store Manager

The Assistant Store Manager is responsible for supporting the Store Manager in p...
Location
Location
United States , Germantown
Salary
Salary:
Not provided
chicos.com Logo
Chico's FAS, Inc.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School diploma or equivalent
  • 2+ years of retail management experience preferred
  • Must be 18 years of age or older
  • Excellent communication, verbal, and written skills
  • Able to learn or adapt to technology provided by the company
  • Proven excellent customer service skills with statistical track record in all areas of sales and leadership
  • Strong organizational skills and ability to multi-task in a fast-paced environment
  • Strong leadership qualities, training and team building skills
  • Knowledge of administrative aspects of store operations
  • Able to communicate with customers and staff
Job Responsibility
Job Responsibility
  • Analyzes sales reports and KPIs to determine the needs of the business
  • In partnership with Store Manager, executes in store business and sales strategies
  • Establishes and communicates clear expectations, holding store team and themselves accountable for achieving all brand, performance, and behavior standards
  • Controls payroll and supply budget
  • Performs and oversees basic operational activities such as scheduling, target shrink audits, physical inventory, opening and closing duties, time sheet review and payroll accuracy documents, and merchandise flow processes
  • Performs all financial activities effectively and in accordance with policy, including cash handling and reporting, price changes, and merchandise handling
  • ensures all register transactions are completed accurately and in accordance with policy
  • Ensures compliance with all applicable laws, loss prevention policies, operating procedures and controls
  • conducts associate training to reinforce proper controls
  • Administers all operational process including inventory receipt/dispatch, daily replenishment of floor merchandise levels, and execution and preparation of physical inventories
  • Fulltime
Read More
Arrow Right