Insurance Client Manager, Personal Lines Service

Job Category: P&C Insurance Brokerage and Consulting

Requisition Number: INSUR

Employment Type: Full-Time

Location

Calgary, AB T2E7H7, CAN

Insuring personal lines with a focus on customer retention and cross‑selling. You’ll provide front‑line counseling to clients about their personal insurance coverage, ensuring their unique needs are addressed.

What You’ll Do

• Provide exceptional day‑to‑day customer service to clients while handling client file activities to maintain retention targets.
• Issue policies and changes on various insurer online portals; maintain professional and collaborative relationships with key underwriters.
• Review and process renewals, endorsements, and mid‑term changes; rewrite/remarketing where necessary to enhance the client experience.
• Contribute to premium growth targets by upsellin...