CrawlJobs Logo
Aplin Logo Aplin · Insurance

Personal Lines Insurance Broker

Canada, Calgary 55000.00 - 70000.00 CAD / Year · Job Posted June 15, 2026
Apply Position
Job Link Share

Job Description

Are you a seasoned personal lines insurance professional passionate about local community? Are you looking to grow your career at a well-established brokerage with supportive culture? If this sounds like you, keep on reading! This is a full circle sales and service role, you will be servicing and growing a personal lines book (home and auto), with most new business driven through referrals.

Job Responsibility

  • Manage and grow an existing book of personal lines clients (home & auto)
  • Handle sales and service inquiries from a primarily referral-based clientele
  • Achieve annual and monthly growth targets based on the size of your book
  • Maintain professional client interactions with a high level of accountability and independence

Requirements

  • Level 1 Alberta license, Level 2 preferred
  • Minimum 3 years of experience in personal lines (home and auto)
  • Strong self-starter with a high level of accountability and maturity
  • Adaptable to a flexible work environment with limited structure or hierarchy
  • Proven ability to grow a book and meet revenue or policy targets
  • Experience in smaller organizations preferred
  • not ideal for those needing strict structure or seniority-based progression

Nice to have

  • Level 2 preferred
  • Experience in smaller organizations preferred

What we offer

  • $55,000 - $70,000 base salary depending on experience plus new business commission and annual bonus
  • Health benefits plan
  • Paid vacation plus personal days
  • Free parking available
Aplin - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Personal Lines Insurance Broker

8 matching positions

Personal Lines Insurance Team Lead

Join a community focused insurance team as a Personal Lines Team Lead and help u...
Location
Location
Canada , Edmonton
Salary
Salary:
65000.00 - 70000.00 USD / Year
aplin.com Logo
Aplin
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Alberta Insurance License Level 2 with at least 5 years’ experience in an insurance brokerage environment
  • Proven leadership skills with a track record of managing and developing teams
  • Experience with Applied Systems
  • Strong organizational, analytical, and interpersonal abilities
Job Responsibility
Job Responsibility
  • Lead and motivate a team of Personal Lines Brokers
  • Provide ongoing coaching and mentorship
  • Analyze and refine workflows to improve efficiency and client experience
  • Monitor service quality and analyze performance metrics
  • Support staffing decisions and conduct performance reviews
  • Promote a culture of respect, transparency, and community
  • Ensure compliance with company policies and local regulatory standards
What we offer
What we offer
  • Comprehensive health benefits plan
  • RRSP matching program
  • Generous vacation days
  • Tuition reimbursement
  • Gym and exercise program contributions
  • Recognition programs
  • Biweekly awards
  • Performance incentives
  • Monthly catered lunches
  • Quarterly team outings
  • Fulltime
Read More
Arrow Right

Personal Lines Insurance Advisor

The Personal Lines Insurance Advisor is central to the local region and alongsid...
Location
Location
United Kingdom , Plymouth
Salary
Salary:
Not provided
bbrown.com Logo
Brown & Brown UK
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Preferable experience of General Insurance or Financial Services
  • Insurance broking of handling new enquiries, renewals and mid-term adjustments
  • Ability to identify the best policy to meet clients’ needs
  • Ability to take responsibility for own performance
  • Strong verbal and written communication
Job Responsibility
Job Responsibility
  • Meet and deliver against agreed Renewal Retention or New Business Targets , contributing towards the teams overall targets & KPI’s
  • Ensure you carry out thorough pre renewal reviews and with your clients annually
  • Conduct a full market review for your client and offer the most suitable policy and product
  • Invite all Personal Lines polices within good time, in line with our operational guidance of 21 days prior to the renewal date
  • Ensure polices are renewed, on or before the renewal date
  • Complete all roles and tasks as required by your line manager, ensuring all operational priorities and rules, procedures and policies for risk and compliance are adhered to
  • Manage and prioritise your Tasks are kept up to date and not overdue
  • Identify and discuss with your clients cross sell opportunities
  • Complete any training that is deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review, ensuring that you discuss activity around your agreed development plan and that all training is completed on time
  • Adherence to our Training & Competency scheme and pass audits
What we offer
What we offer
  • 25 days holiday + Bank Holidays
  • Pension
  • Death in Service
  • Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation)
  • Full support for your professional development (including fully funded qualifications)
  • Fulltime
Read More
Arrow Right

Personal Lines Consultant

The Personal Lines Consultant develops and executes targeted market plans, ident...
Location
Location
United States , Rochester
Salary
Salary:
50000.00 - 60000.00 USD / Year
bbrown.com Logo
Brown & Brown UK
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • New York State Brokers License
  • Valid NYS Driver’s license acceptable to our insurance carrier
  • College degree preferred, or the equivalent
  • At least one to two years' experience in a sales capacity
Job Responsibility
Job Responsibility
  • Create a market plan with direction and assistance from Agency management
  • Identify and locate prospects based upon the market plan
  • Contact prospects by personal visits, over the telephone, and by direct mail, and determine expiration dates plus the present scope of insurance coverage
  • Determine the prospect's needs and wants
  • Qualify for a prospect for both eligibility and acceptability (to include financial, health, stability, and profitability)
  • Using internal technical and marketing resources, prepare a proposal and quotation for client coverages
  • Make an effective sales presentation utilizing the numerous resources and materials available for a professional proposal
  • Maintain and build relationships with key company personnel
  • Participate in civic, social, and trade organizations which will assist in enhancing the Agency's image
  • Support and uphold the Mission of the Agency through exemplary conduct in daily activities
What we offer
What we offer
  • Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • ESPP
  • 401k
  • Student Loan Assistance
  • Tuition Reimbursement
  • Free Mental Health & Enhanced Advocacy Services
  • Paid Time Off, Holidays, Preferred Partner Discounts and more
  • Fulltime
Read More
Arrow Right

Personal Lines Underwriter

Bridge Specialty Group is seeking a Personal Lines Underwriter to join our growi...
Location
Location
United States , Clinton
Salary
Salary:
Not provided
bbrown.com Logo
Brown & Brown UK
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree (preferred)
  • 1 year of insurance experience as an assistant underwriter or processor
  • Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse, and telephone 7-8 hours per day
  • Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day
  • Vision sufficient for the use of a computer monitor
  • Ability to sit at a desk 7-8 hours per day
  • Travel Requirements: Less than 10%
Job Responsibility
Job Responsibility
  • Examine such documents as application forms, inspection reports, and insurance maps to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property
  • Review company records to determine the amount of insurance in force on single risk or group of closely related risks and evaluate the possibility of losses due to catastrophe or excessive insurance
  • Underwrite or broker risks, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws
  • Review, analyze and underwrite risks submitted by Producers, rate submissions for premium and terms, analyze exposures for new and renewal business, issue written indications, quotes and binders
  • use inspection companies to obtain further information, quote rates, or explain company underwriting policies
  • Ensure that coding on specific required forms is completed and utilized
  • Service and perpetuate existing business and have a keen awareness of priorities
  • Provide guidance and training to the processors and assistants, to enable them to reduce the underwriter’s clerical workload, and to develop basic underwriting and brokering skills and techniques
  • Foster and improve relationships with other departments, producers, companies, and competitors
What we offer
What we offer
  • Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • ESPP
  • 401k
  • Student Loan Assistance
  • Tuition Reimbursement
  • Free Mental Health & Enhanced Advocacy Services
  • Paid Time Off, Holidays, Preferred Partner Discounts
  • 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

Personal Lines Account Handler

Lawes is currently recruiting for an experienced Personal Lines Account handler ...
Location
Location
United Kingdom , Lancashire
Salary
Salary:
32000.00 GBP / Year
https://www.lawesrecruitment.co.uk Logo
Lawes Consulting Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience within a similar role
  • Experience working in a broker environment
  • Excellent communication and client-facing skills
  • Strong attention to detail and organisational ability
  • Knowledge of the Acturis system
Job Responsibility
Job Responsibility
  • Maintain an existing portfolio of clients and establish a strong professional relationship
  • Handle renewals, mid-term-adjustments and new quotes
  • Dealing with customers through email and telephone
  • Offering a high standard of customer service at all times
  • Fulltime
Read More
Arrow Right

Claims Reinsurance Technician

Reinsurance Technician responsible for administration and processing of proporti...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
socialvalueportal.com Logo
Social Value Portal Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Analytical skills: Accurate analysis of financial statements, problem-solving, decision-making
  • Work management skills: Ability to manage workload and time, to prioritise tasks and to meet deadlines
  • Interpersonal skills: Client and broker management skills, Polite and Effective communication, Flexibility, Active listening
  • Knowledge and experience of processing and reconciling proportional treaty accounts
  • OR Bright ‘A’ Level student or graduate with some (re)insurance and/or accounting knowledge (full training on proportional treaty accounts will be provided)
  • Excellent working knowledge of MS Office products to include Outlook, Word and Excel
  • Insurance or accounting professional qualification advantageous
Job Responsibility
Job Responsibility
  • Review and agree broker submitted proportional treaty accounts including paid claims, outstanding reserves, premiums, adjustment accounts and profit commissions, within designated authority
  • Validate financials against supporting documentation and applicable treaty terms and conditions
  • Identify and resolve issues on submitted accounts with underwriters, claims team and brokers as required
  • Refer submitted accounts requiring financial escalation within Claims team
  • Record financial transactions accurately on internal Claims and Underwriting systems and upload supporting documentation
  • Provide information on the performance of specific accounts or portfolio of accounts to claims and underwriting teams
  • Liaise with claims and finance teams to facilitate agreement of Proportional Treaty accounts, and to process financial transactions
  • Operate within approved claims authorities at all times
  • Maintain a thorough knowledge of industry regulations and minimum standards
  • Ensure compliance with the regulations and Beazley’s claims control standards and protocols
  • Fulltime
Read More
Arrow Right

Analyst - Sales, Secondary Loan Trading (SLT) & Credit Risk Insurance (CRI) Distribution - Americas

As part of its software suite provided to its clients, Cegid and its partners us...
Location
Location
United States , NEW YORK
Salary
Salary:
110000.00 USD / Year
credit-agricole.com Logo
Crédit Agricole
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor Degree / BSc Degree or equivalent
  • Education Essential: BA/BS (Finance)
  • Education Desirable: Masters degree in finance or business administration
  • 0-2 years experience
  • Experience Desirable: 1+ years of relevant experience in banking, preferably in Project Finance and Digital Infrastructure
  • Good Financial & Accounting Knowledge
  • Strong computer skills including use of Microsoft Word, Excel, and PowerPoint
  • Good interpersonal skills
  • Team player, team oriented with strong work ethos
  • Ability to react quickly and use own initiative
Job Responsibility
Job Responsibility
  • Support the DAR Sales and SLT activity in the Americas (covering all CLF and ERA sectors, with a strong focus on Project Finance and Digital Infrastructure - North America and Latin America)
  • Support the DAR CRI activity in the Americas, developing relationships with key internal and external stakeholders, coordinating deal flow with business lines, coordinating certain aspects of the sourcing and placing of CRI activity, both onshore and offshore in coordination with the CRI teams in Paris and London
  • Coordinate with DAR Syndicate teams and support global SLT team to maintain and develop relationships with banks and institutional investors to drive loan sales in both primary and secondary markets, in addition to frequent investor coverage followed by detailed Call Reports posted on Debt Domain
  • Conduct sales calls and attend meetings with prospective investors as part of the distribution process
  • Coordinate and work with DAR Syndicate teams with primary sell down to reach approved loan final take target
  • Actively participate in primary syndications covering accounts and reporting feedback back to DAR Syndicate teams
  • Participate in regular pipeline calls with DAR Syndicate teams to anticipate upcoming new transactions to come to market
  • Review legal documentation with respect to transferability and confidentiality provisions
  • Deepen and broaden knowledge of underlying deals and investors
  • Coordinate new CRI activity (with CRI Paris and London) offshore activity for CLF and ERA
  • Fulltime
Read More
Arrow Right