Personal Insurance Account Manager

RDA Insurance; Vaughan; On-site; CAD 70,000 - 90,000; Full time

Job summary

A large insurance brokerage in Vaughan is seeking a Personal Lines Account Manager to manage a Book of Business. The ideal candidate has at least 5 years of Personal Lines experience and holds a RIBO license. Responsibilities include servicing client needs, managing correspondence, and quoting Personal Lines risks. Join a dynamic team to advance your insurance career.

Qualifications

• Minimum of 5 years experience in Personal Lines with an active RIBO or OTL license.
• Strong attention to detail and problem-solving skills.
• Excellent written and verbal communication skills.

Responsibilities

• Manage an assigned Book of Business.
• Service client needs via phone and in person.
• Handle correspondence and follow up on underwriting requests.
• Rate and quote existing, renewal, and mono-line Personal Lines risks.

Skills

RIBO license

OTL License

Relationship-building skills

Client service skills

Proficiency in Agency Manager

Proficiency in Microsoft Office

Education

University Degree or College Diploma

CIP designation

Tools

TAM Agency Manager

Power Broker

insurance portals

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from RDA Insurance

Operations & HR Manager @ RDA Inc. | CHRL, RIBO

About the Company :

We are a large brokerage located in Vaughan, currently seeking a Personal Lines Customer Service Representative (CSR) / Personal Lines Account Manager to join our team.

About the Role :

Ideal candidates will have a minimum of 3+ years experience as a Licensed Account Manager / CSR, with RIBO or OTL licensing for at least 3 years, and a desire to advance their insurance career in a dynamic, positive environment.

Responsibilities :

• Maintain a strong work ethic and organizational skills, be a team player, and thrive in a fast-paced insurance brokerage environment.
• Provide above-average service, possess strong computer skills, and communicate effectively both verbally and in writing.
• Experience with TAM Agency Manager, Compu-Quote, and company portals is an asset.

Qualifications :

• RIBO license
• OTL License (willing to convert to RIBO)
• University Degree or College Diploma
• CIP designation is an asset
• Minimum of 5 years experience in Personal Lines with an active RIBO or OTL license
• Strong relationship-building and client service skills
• Proficiency in Agency Manager, Power Broker, insurance portals, and Microsoft Office
• Attention to detail and problem-solving skills
• Excellent written and verbal communication skills

As a Personal Lines Account Manager you will :

• Manage an assigned Book of Business
• Service client needs via phone and in person
• Handle correspondence and follow up on underwriting requests
• Rate and quote existing, renewal, and mono-line Personal Lines risks
• Re-market clients if required
• Review applications, renewal requests, and endorsements for compliance
• Stay updated on rate, form, and coverage changes
• Manage claim reports and files

Seniority level: Associate

Employment type: Full-time

Job function: Customer Service and Administrative

Industries: Insurance Agencies and Brokerages

Note: This job posting is active.