Posted 2 days ago
Senior Client Solutions Manager, VIP Personal Lines
@ Wilson M. Beck Insurance Alberta
Calgary, Alberta
Requirements summary:
- • Minimum 5 years of Personal Lines Account Management experience
- • Experience managing VIP, High-Net-Worth, executive, or referral-based portfolios
- • Strong relationship management and insurer negotiation skills
- • Advanced proficiency with Applied Epic, including file management, policy changes, invoicing, documentation, and workflows
- • Experience utilizing insurer portals for quoting, servicing, endorsements, and renewals
- Market Knowledge
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-11-08
- First seen by our source
- 2026-11-10
- Source record updated
- 2026-11-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Wilson M. Beck Insurance Alberta
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
Senior Client Solutions Manager, VIP Personal Lines reporting into our Personal Lines team in our Calgary office. This role carries both sales and service objectives. The object is to maintain existing clients as well as meet/exceed new business targets.
About the Role
We are seeking an experienced VIP Relationship Manager / Senior Account Manager to manage a portfolio of high-value Personal Lines clients connected to our Commercial Lines business. This hands-on Account Manager role has full ownership of approximately 150 VIP clients representing $2.1M in premium volume and $355K in annual commission revenue.
Key Responsibilities
• Primary relationship manager for VIP and commercially connected clients
• Manage all client inquiries, renewals, policy changes, endorsements, and coverage reviews
• Lead renewal discussions and provide insurance recommendations
• Market and remarket policies with insurers to secure competitive coverage and pricing
• Process asset additions, removals, driver changes, and policy updates
• Review policies for accuracy prior to delivery
• Manage invoicing and billing discussions
• Support new business opportunities and referrals
• Maintain accurate records and documentation within Applied Epic
Qualifications
• Minimum 5 years of Personal Lines Account Management experience
• Experience managing VIP, High-Net-Worth, executive, or referral-based portfolios
• Strong relationship management and insurer negotiation skills
• Advanced proficiency with Applied Epic, including file management, policy changes, invoicing, documentation, and workflows
• Experience utilizing insurer portals for quoting, servicing, endorsements, and renewals
Market Knowledge
Experience with High-Net-Worth and Retail Personal Lines markets including Chubb, Intact Prestige, Aviva Ovation, Berkley Canada, Northbridge High-Net-Worth, Intact, Aviva, Definity, Wawanesa, SGI, and Travelers.
Licensing
Active Alberta General Level 2 Insurance License required. Additional provincial licenses are considered an asset.
What Success Looks Like
• Acts as trusted advisor for VIP and commercially connected clients
• Maintains strong retention and referral relationships
• Successfully manages all renewal, servicing, marketing, and new business activities
Protects and grows a portfolio valued at approximately $2.1M premium and $355K commission revenue
Journal
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