Senior Client Solutions Manager, Vip Personal Lines

$355k per year

Wilson M. Beck Insurance Alberta

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 RoleWe 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 KnowledgeExperience 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.
LicensingActive 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
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