Account Manager

Insight Global; Toronto; On-site; CAD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

RRSP matching

Paid time off

Job summary

Insight Global is partnering with a leading insurance brokerage in Toronto to hire experienced Personal Lines Account Managers. You will support clients under the supervision of Account Executives, managing policies, renewals, coverage recommendations, and claims assistance while delivering exceptional service.

The role emphasizes building long-term relationships, cross-selling Home, Auto, Life and Personal Property coverages, with a RIBO license and 3+ years of Personal Lines experience.

Qualifications

• Active RIBO license (Ontario)
• 3+ years of Personal Lines insurance experience
• 2+ years of customer service experience
• Strong attention to detail and commitment to minimizing Errors & Omissions (E&O)
• Excellent verbal and written communication skills
• Experience with Agency Manager or similar insurance brokerage management systems
• Ability to work onsite 5 days per week in a GTA office location

Responsibilities

• Build and maintain strong client relationships through exceptional customer service.
• Assess clients' insurance needs and recommend appropriate coverage solutions.
• Educate clients on policy options, coverage details, exclusions, and insurance products in a clear and professional manner.
• Generate new business opportunities through referrals, networking, relationship-building, and client interactions.

Skills

RIBO License

Personal Lines Insurance

Customer Service

Attention to Detail

Communication Skills

Agency Manager Experience

Onsite GTA

Tools

Agency Manager

Job description

About the Opportunity

Insight Global is partnering with a leading insurance brokerage to hire experienced Personal Lines Account Managers. This role is ideal for insurance professionals who thrive in a client-focused environment and enjoy building long-term relationships while delivering exceptional service.

As a Personal Lines Account Manager, you will work closely with Account Executives to support clients throughout the entire insurance lifecycle, including policy management, renewals, coverage recommendations, and claims support. You will play a critical role in ensuring clients receive tailored insurance solutions while maintaining a high standard of service and compliance.

Key Responsibilities

Client Relationship Management

• Build and maintain strong client relationships through exceptional customer service.
• Assess clients' insurance needs and recommend appropriate coverage solutions.
• Educate clients on policy options, coverage details, exclusions, and insurance products in a clear and professional manner.
• Generate new business opportunities through referrals, networking, relationship-building, and client interactions.

Policy Administration

• Manage policy changes, endorsements, renewals, applications, and documentation.
• Review and ensure policies meet underwriting requirements and client needs.
• Compare rates, coverage, and policy terms across multiple insurance carriers to provide the best value and protection.

Claims Support

• Act as an advocate for clients throughout the claims process.
• Coordinate communication between clients and insurers.
• Ensure timely resolution and excellent customer experience during claims handling.

Business Development

• Identify opportunities to upsell additional insurance products.
• Promote cross-selling across personal insurance lines, including:
• Home Insurance
• Auto Insurance
• Life Insurance
• Personal Property Coverage

Required Qualifications

• Active RIBO License (Registered Insurance Brokers of Ontario)
• 3+ years of Personal Lines Insurance experience
• 2+ years of customer service experience
• Strong attention to detail and commitment to minimizing Errors & Omissions (E&O)
• Excellent verbal and written communication skills
• Experience working with Agency Manager or similar insurance brokerage management systems
• Ability to work onsite 5 days per week in a GTA office location

Compensation

$55K - $65K per year + full benefits packages

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as short-term and long-term disability, life insurance and AD&D. Employees will also have access to a registered retirement savings account with employer matching. Employees in this role are also entitled to sick leave and/or other paid time off as provided by applicable law.

We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

Vacancy: This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.