Personal Lines Account Manager

DGA Careers; Burnaby; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player in the Canadian insurance sector is seeking a dedicated Personal Lines Account Manager. This role involves managing Personal Lines and Auto accounts, ensuring exceptional customer service, and building strong client relationships. The ideal candidate will have a Level 2 insurance license and at least three years of relevant experience. Join a company with over 30 years of expertise in insurance recruiting and become part of a team that values quality service and professional growth. If you are detail-oriented and passionate about insurance, this opportunity is perfect for you.

Qualifications

• 3+ years of experience managing Personal Lines & Auto accounts.
• Must have Insurance Broker Level 2 License.

Responsibilities

• Assist, quote, and bind various insurance products for clients.
• Handle customer inquiries and support new and existing customers.

Skills

Personal Lines Insurance Experience

Customer Service Skills

Communication Skills

MS Office Proficiency

Education

Insurance Broker Level 2 License

CIP

CIP Partial Completion

Tools

EPIC

MS Excel

MS Word

MS Outlook

Job description

Our client is looking for a Personal Lines Account Manager to join their team! The ideal candidate must have Level 2 license and at least 3 years experience in managing Personal Lines & Auto accounts.

Responsibilities and Duties include but are not limited to:

• Assisting, quoting, and binding a variety of insurance products for office clients
• Handle customer inquiries
• Support new and existing customers by offering recommendations for products and services required
• Promote retention of existing customers by building strong relationships and providing quality customer service
• Managing and maintaining activities in an organized and timely manner

Requirements:

• 3 years+ Personal Lines & Auto insurance experience
• Insurance Broker Level 2 License
• Proficiency with MS Office – Excel, Word, Outlook and EPIC
• Detailed-oriented individual with excellent communication and customer service skills

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

Interested candidates please contact Vanessa Ip at 778-383-9790 ext. 105 or forward your resume in confidence to vanessa

Education Required

CIP
CIP Partial Completion
Insurance License Level II