Personal Lines Account Manager
Personal Lines Account Manager
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$ 60000 - 70000
1 Vacancy
Job Description
Job Title: Personal Insurance Account ManagerLocation: Vaughan or North York ON (Hybrid Work Flexibility Available)Reports To: Personal Lines Manager
About Us
Our clients believe in empowering their team with the tools support and opportunities they need to thrive. As a forwardthinking and clientfocused brokerage we are committed to delivering exceptional service and tailored insurance solutions. We also invest in our peoplebecause when you grow we grow.
What We Offer
Comprehensive Compensation: Competitive salary and full benefits package
Retirement Support: RRSP Matching Program
Professional Development:
Access to professional development courses and industry designations
100% tuition reimbursement for businessrelevant courses and training
Career Growth: Clear learning and advancement opportunities
WorkLife Balance: Hybrid remote work flexibility
Position Overview
We are currently seeking a Personal Insurance Account Manager to join our team. This individual will be responsible for servicing and growing an existing book of personal insurance business while maintaining a high level of client satisfaction. The role offers the flexibility to work out of either our Vaughan or North York offices.
Key Responsibilities
Respond promptly and professionally to client inquiries via phone email or fax
Conduct thorough renewal reviews recommend coverage updates and perform market comparisons
Proactively identify opportunities to crosssell and upsell additional insurance products
Process renewals endorsements change requests and claims efficiently using EPIC and carrier portals
Ensure accuracy and completeness in all policy documentation and communications
Issue inhouse endorsements and pink slips as required
Organize and prepare documents for new business including obtaining necessary signatures
Order MVR Autoplus/DASH and HITS reports as needed
Collaborate with and support other team members to meet client and business needs
Qualifications
Minimum 5 years of personal insurance experience
Valid RIBO license (Registered Insurance Brokers of Ontario)
Experience with EPIC brokerage management system
Strong knowledge of insurance carriers and underwriting guidelines
Exceptional interpersonal and problemsolving skills
Ability to manage competing priorities while delivering outstanding service
Proficient in Microsoft Outlook Word and Excel
Highly organized detailoriented and selfmotivated
Join Our Team
If youre passionate about personal insurance thrive in a collaborative environment and want to be part of a company that truly supports your development wed love to hear from you.
Apply today and take the next step in your career.
Required Experience:
Manager
Employment Type
Full-Time
