Current Jobs

Senior Personal Lines with VIP Clients


  • Personal Insurance
  • Vancouver

Coastline: Client Broker

Secure your Insurance career future

Senior Personal Lines to handle VIP Clients

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

We seek 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 VIP personal book of business
  • Collaborate with Commercial Insurance Account Executives to identify new VIP 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 VIP 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

Make it Yours:

The Senior Personal Lines VIP 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 earn a high market value salary, enjoy excellent dental and extended medical benefits and have generous holiday time.

Apply for this position! Please click the contact apply below and attach your resume for immediate consideration. Contact Freyja White at coastlineone@telus.net for more information or on 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 30th November in .