Personal Lines Account Manager

Oraclerms; Ontario; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a dynamic and energetic insurance brokerage that is among the Top 10 in Canada! This role offers a unique opportunity to grow your career in a supportive environment that values professional development. You will engage with clients, manage policy renewals, and collaborate with underwriters to ensure exceptional service. The company promotes a flexible work culture and provides a comprehensive benefits package, making it an ideal place to advance your career. If you possess strong communication and organizational skills and are motivated to succeed, this position is perfect for you!

Benefits

Flexible work environment

Strong benefits package

Vacation package

Professional development opportunities

Qualifications

• 1-2 years experience as a Personal Lines Account Manager or CSR.
• Strong knowledge of insurance policies and products.

Responsibilities

• Develop and maintain positive client relations.
• Manage client policy renewals and process outstanding payments.

Skills

Customer Service

Communication Skills

Detail Oriented

Problem Solving

Teamwork

Education

Registered Insurance Brokers of Ontario license (RIBO)

CIP or CAIB certification

Tools

Microsoft Office

Power Broker

Applied Rating (Compu-Quote)

Job description

Whitby Southeast, Canada | Posted on 03/25/2025

Want to be part of one of the Top 10 Insurance Brokerages in Canada? Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family. Our unique culture encourages employees to enroll in higher education, webinars and training for professional growth and qualify for more advanced positions in the company. We have a flexible work environment and offer a strong benefits and vacation package. We are looking for applicants that have a strong work ethic, communication skills, highly motivated and detail oriented with excellent computer skills and proficiency in Microsoft Office.

Primary Duties

• Develop and maintain positive client relations
• Positive demeanor and outlook when it comes to customer management and service
• Collaborate with our Underwriters daily and maintain a strong and positive relationship
• Review property appraisals reports and identify recommendations
• E-Docs/Renewal lists – review and handle accordingly
• Manage client policy renewals as well as re-market existing clients when necessary
• Process outstanding payments and banking information changes
• Transact and Invoice Agency Bill Policy
• Follow up on abeyances on a daily basis
• Quote policy changes through CQ and company portals
• Assist and Account Executives with renewals, policy changes and new business
• Ability to problem solve and use appropriate judgment when assessing a risk or issue

Requirements

• Must have a Registered Insurance Brokers of Ontario license in good standing (RIBO) - CIP or CAIB certification is an asset
• Sound knowledge of the insurance industry, policies and products
• 1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR
• Excellent Customer Service, Communication and Computer skills with Microsoft Office experience.
• Ability to work as a team and work well under pressure
• Superior organizational, verbal and written communication skills
• Knowledge of Power Broker and Applied Rating (Compu-Quote) is an asset

Salary will be commensurate with experience. We thank all applicants but only those being considered will be contacted.

Oracle RMS is an equal opportunity employer, we welcome applications from qualified individuals from all backgrounds. Persons who require accommodation during the recruitment process may indicate so on their application.