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High Value Clients – Senior Personal Lines

  • Personal Insurance
  • Vancouver

Coastline: Client Broker

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Handle High Value Clients – Senior Personal Lines

Our Client, a large and well established BC Broker, seeks an experienced Insurance person to handle their high value private clients book of business.Their corporate culture is all about people and relationships. Above all it is providing exceptional customer service to clients

We are seeking a senior personal lines candidate with well-developed client service skills who understands the complexities of managing clients and policies required for high worth personal insurance policies and insurers. The day-to-day responsibilities reflect a 75% high value client time and 25% on general personal insurance policies.

Primary Responsibilities:

  • Manage an established high value personal book of business
  • Collaborate with Commercial Insurance Account Executives to identify new high value private clients
  • Implement and manage insurance solutions, identify risks and advise clients of best risk management solution
  • Work to maintain high level of customer retention
  • Educate and promote insurance products to prospective and existing clients
  • Meet with new clients to assess properties and risks as required
  • Updates customer information in Broker Management System
  • Maintains contact with clients through claims process for successful solutions
  • Updates client files in Broker Management system
  • Collaborates with Account Executives on accounts receivables
  • Supports and guides Personal Lines team members when required

Skills and Qualifications:

  1. Five years or more experience with Personal Lines High Value Private Clients and their Insurers
  2. Level 2 General Insurance License – Preference given to Insurance designation
  3. Superior customer service skills and solutions driven
  4. Adept at Excel spreadsheets, MSWord products, TAM helpful
  5. Excellent communication and written skills
  6. Highly productive working independently or in a team
  7. Logical problem solving skills using sound judgement
  8. Able to attend company and insurer promotional events
  9. A relationship builder within the Insurer community
  10. A polished and professional appearance


The Senior Personal Lines High Value Private Client position is offered by a large and stable BC Insurance Broker. They will value your contributions and experience you bring to their team. Working Monday to Friday in Vancouver, you’ll earn a high market value salary, enjoy excellent dental and extended medical benefits and have generous holiday time.

To apply for this position, please click the contact apply below and attach for resume for immediate consideration. Contact Freyja White at for this or other positions. We look forward to assisting you with your successful Insurance job search.

Insurance Recruitment – Insurance jobs – in Vancouver at Coastline Insurance Personnel

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Posted on 11th September in .

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