Personal Insurance Account Manager (with sales component)

DGA · Calgary, Alberta, Canada

Location

Calgary

Job Type

Full-Time

Posted

March 23, 2026

Job Description

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

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