Personal Lines Account Manager

Job Description

We are seeking a Personal Lines Account Manager who excels in providing comprehensive client service. In this role, you will manage a portfolio of accounts and support clients with their personal insurance needs. You will be a key point of contact, ensuring client retention through expert advice and efficient policy management.

Key Responsibilities

• Expert Client Service: Deliver comprehensive, professional service to a diverse portfolio of personal lines clients.

• Portfolio Management: Manage renewals, process endorsements, and handle account inquiries with precision.

• Risk Assessment: Evaluate client needs and risk exposures to recommend tailored insurance solutions.

• Claims Support: Confidently guide clients through the claims process, acting as a supportive advocate.

• Collaboration: Work closely with producers, insurance partners, and internal teams to ensure seamless service.

• Documentation: Prepare insurance applications, proposals, and accurate policy documentation.

Requirements & Qualifications

• Licensing: Active RIBO license in good standing is required.

• Experience: 3+ years of experience within a Personal Lines brokerage environment.

• Technical Skills: * Proficiency in Microsoft Office (Word and Excel).

  • Experience with EPIC, Compu-Quote, and various broker portals is considered a strong asset.

• Interpersonal Skills: * A collaborative team player with a strong work ethic.

  • Excellent communication, presentation, and negotiation skills.

  • Strong commitment to professionalism and high service standards.

Why Join Us? (Benefits)

• Compensation: 💰 $50,000 – $100,000 per year + commission incentives and potential performance-based bonuses + Matching Group RRSP contributions.

• Work-Life Balance: Hybrid work flexibility and two paid personal days each year.

• Health & Wellness: Comprehensive group health benefits including an Employee Family Assistance Program (EFAP).

• Professional Growth: Reimbursement for professional membership fees (RIBO, IBAO, IIC) and ongoing educational support.

• Commuter Perks: Free parking and professional office space.

Additional Information:

• Hours: 35 hours per week.

• Work Environment: Professional, engaging, and collaborative.

Contact: If this role sounds like a good fit for you, please reach out directly at alexander@helloworldrecruitment.ca to learn more.