Job Description
Personal Lines Associate – VIP
The Opportunity
Do you want to grow your career in the VIP space? A well-respected and client-focused insurance brokerage is looking to add a Personal Lines Associate to their team. This role is ideal for a service-oriented insurance professional with a passion for building and maintaining long-term client relationships. Supporting the lead broker, you will provide high-touch service to a loyal base of VIP clients.
About the Company
This brokerage is dedicated to delivering tailored insurance and risk management solutions, ensuring clients receive strategic guidance that evolves with their business needs. With deep roots in the industry, they provide a collaborative, client-first approach to risk advisory.
Their leadership team consists of seasoned industry professionals with extensive experience in brokerage, underwriting, and risk management. The company fosters a culture of innovation, integrity, and partnership, providing employees with a supportive and entrepreneurial environment.
They offer a competitive compensation package, a strong commitment to work-life balance, and ample opportunities for career growth.
What Sets Them Apart
This brokerage values its employees and provides a comprehensive range of benefits, including:
- A collaborative work environment with opportunities for career development
- A well-resourced team to support client service excellence
- Comprehensive group benefits, including RRSP matching
- Underground parking
- Unlimited vacation
Who You Are
You are a licensed insurance professional who thrives in a service-first environment. You’re someone who takes pride in your attention to detail and your ability to support clients—especially seniors—with care, professionalism, and warmth. You enjoy the stability of working with repeat clients and want to be part of a team that values loyalty, trust, and consistency.
What You Bring
- Level 1 General Insurance License in Alberta
- Minimum 1 year of experience in personal lines insurance
- Strong verbal and written communication skills
- A client-first attitude and professional approach to service
- Ability to manage multiple priorities with accuracy and efficiency
- EPIC experience is a bonus
Administrative Support
- Maintain well-organized and up-to-date client files in EPIC
- Prepare and process binders, invoices, letters, and related documents
- Manage day-to-day administrative workflows and ensure outstanding items are tracked and completed
- Route incoming communications appropriately within the team
- Ensure all outgoing correspondence is accurate and delivered on schedule
Accounting Coordination
- Assist with monitoring outstanding receivables
- Liaise with the accounting team and insurers to help resolve billing discrepancies or payment issues
- Process payments and related documentation in a timely and accurate manner
This is a great opportunity for someone who enjoys meaningful client interactions and is looking for a supportive team culture where quality of service is paramount.