On-Site Account Manager - Personal & Commercial Insurance

Vieira & Associates Insurance Brokers Ltd.; Toronto; On-site; CAD 52,000 - 78,000; Full time

Job summary

Vieira & Associates Insurance Brokers Ltd. in Toronto, ON is seeking an Account Manager to oversee a portfolio of personal and commercial lines. On-site role, you will respond to client inquiries, explain coverage, process changes, renewals and new quotes, and liaise with carriers.

You will maintain accurate records, support compliance, and identify cross-selling opportunities while delivering professional service to clients and insurers in a fast-paced brokerage environment.

Qualifications

• Client service and relationship management skills to handle inquiries professionally.
• Strong organizational skills and attention to detail for records.
• Technical insurance knowledge for P&C, home/auto/business coverage.
• Computer literacy and proficiency with brokerage systems and data entry.
• Ability to collaborate with insurers and colleagues while prioritizing tasks.

Responsibilities

• Respond to client inquiries and provide coverage explanations.
• Process policy changes, renewals, cancellations and new quotes.
• Liaise with insurance carriers and prepare documentation.
• Maintain accurate data entry in internal systems and records.
• Identify cross-selling opportunities and support compliance.

Skills

Client service & relationship mgmt

Organizational skills

P&C insurance knowledge

Data entry & systems

Team collaboration

RIBO licence

Job description

Vieira & Associates Insurance Brokers Ltd. in Toronto, ON is seeking an Account Manager to oversee a portfolio of personal and commercial lines. On-site role, you will respond to client inquiries, explain coverage, process changes, renewals and new quotes, and liaise with carriers.

You will maintain accurate records, support compliance, and identify cross-selling opportunities while delivering professional service to clients and insurers in a fast-paced brokerage environment.