Interim Associate Vice President, Account Executive, Private Client Greater Calgary, Canada Area

The Company is seeking an Account Executive to manage and service a portfolio of high-net-worth private clients. Responsibilities include assessing clients’ risk exposures and coverage needs, providing insurance advice, and preparing proposals for prospective clients. The role also involves building relationships with clients and insurer partners, processing requests, and ensuring policies and documentation meet underwriting requirements. The Account Executive will stay informed about market changes and follow established workflows to support accurate, high-quality service. Candidates should have 1–2 years of experience in personal risk management or insurance, ideally serving high-net-worth clients, and a relevant university or college degree or equivalent experience. A provincial insurance license is required; additional industry designations are an asset. Strong organization, attention to detail, communication, and relationship-building skills are essential, along with proficiency in Microsoft Word, Excel, and Outlook. Experience with insurance management systems is beneficial.

Hiring Company

Aon