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Personal Insurance Account Manager (with sales component)

Company

DGA

Location

Calgary, Alberta

Posted

March 23, 2026

Position Overview

Description

About the Role


We are seeking a motivated and client-focused Personal Insurance Account Manager to join our team. This role is ideal for a broker who thrives in both sales and service, with a strong track record of meeting or exceeding production targets. You will be responsible for managing and growing an existing book of business, while also providing exceptional service to clients.


Β Key Responsibilities

  • Manage and service an established book of personal insurance clients.

  • Identify opportunities to cross-sell, upsell, and generate new business.

  • Meet and exceed production and retention targets.

  • Handle policy changes, renewals, and inquiries with professionalism and accuracy.

  • Communicate effectively with clients, underwriters, and carrier partners.

  • Utilize brokerage systems and portals (training provided if needed).
  • Qualifications

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