Personal Lines Broker


Bow Valley Insurance Services

Personal Lines Broker

We are seeking a Personal Lines Broker with prior experience managing a book of business with a client base.  Key responsibilities would include providing new sales and service to an existing client base with a focus on retention and account development.

About the Company:

Bow Valley Insurance is a Calgary based property and casualty insurance brokerage firm with 65+ employees that have been providing customized insurance solutions for the past 41 years.   If you enjoy working in an organized, structured and collaborative team environment, a position with our company would provide you with an exciting opportunity to grow your insurance career and be part of a reputable, innovative and a growing company.


Job Description:

- Manage a book of business of an existing client base   

- Conducting Renewal Reviews including updating information and remarketing of policies when required

- Provide quotes and new policies to existing customers and referral prospects

- Cross sell additional lines of business – Account Development

- In depth knowledge of Insurance Company products, endorsements, packages and payment plans

- Accountable to monthly, quarterly and annual targets


Requirements / Qualifications:

- Level 1 or 2 General Insurance License

- Minimum 3 Years of Personal Lines Broker experience

- Sales focused

- Experience with the Applied Systems (Epic) and Compu Quote an asset

- Experience with major Insurance Company products and portals an asset

- Well organized

- Ability to work well in a team environment as well as independently

- Eager to learn

- Structured and disciplined following workflows and procedures

- Excellent verbal and written communication skills

- Adaptable to change



Salary and Performance bonus

Group Health Benefits                    

Matching RRSP Contribution

Vacation Days    

Flex Days

Personal Hours


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