Personal Lines Account Manager

Collectivfide Insurance Brokers Inc.; Burlington; Hybrid; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a dedicated Personal Lines Account Manager to join their commercial lines department. This role involves acting as a trusted advisor to clients, managing renewals, assessing risk exposures, and providing tailored coverage recommendations. The company values a family-oriented culture, offering a hybrid work environment and a commitment to employee success. With opportunities for advancement and a supportive team atmosphere, this position is perfect for someone looking to grow within a reputable brokerage. If you thrive in a client-focused environment and have a passion for insurance, this role is for you.

Benefits

Competitive Compensation

Flexible Work Schedule

Paid Sick Time

Opportunity for Advancement

Commission on Sales

Support for Industry Courses

Qualifications

• Strong work ethic and effective team player.
• Superior client service skills and communication abilities.
• Experience in commercial lines brokerage is essential.

Responsibilities

• Process renewals, new business, and endorsements efficiently.
• Assess risk exposures and provide coverage recommendations.
• Collaborate with Producers and maintain client relationships.

Skills

Team Player

Client Service Skills

Communication Skills

Risk Selection

Underwriting

Education

RIBO or OTL License

CIP or CAIB Designation

Tools

Broker Management System

TAM Software

Job description

Come work for us! Utter Morris Insurance Brokers is mid-sized brokerage in Burlington, Ontario. We are a family-owned brokerage that has been in business since 1927. We treat our employees like family. We work hard but also take time to celebrate our success.

We are currently looking for a full-time Personal Lines Account Manager to join our commercial lines department. As part of our team you will work with our clients performing as a trusted advisor and advocate by handling renewals, assessing risk exposures, providing recommendations for coverage, offering claims advice, recognizing, pursuing and capturing new business wins from many sources including internal referrals, cross-selling and up-selling opportunities.

So, What Will You Spend Your Days Doing?

• Processing renewals, new business and endorsements.
• Assessing risk exposure and providing recommendations for coverage.
• Processing client invoices.
• Offering clients claims advice.
• Partnering with Producers on accounts.
• Data entry into carrier insurance portals and broker management system.
• Remaining current with carrier offerings and changes; must be familiar with all carriers we support.
• Helping create a customer-centric mindset and culture.

Key Qualifications

• Effective Team player with a strong work ethic.
• Dedicated client focus and superior client service skills.
• Superior verbal and written communication skills.
• Accurate Risk Selection and successful execution of “Front Line” underwriting.
• RIBO or OTL license.
• CIP or CAIB designation is an asset.
• Previous experience working in a brokerage in a commercial lines capacity.
• Previous TAM experience is an asset.

What We Offer

• Competitive compensation and benefits package.
• Hybrid work from home and in the office along with a flexible work schedule.
• Paid sick time and personal time off.
• Opportunity for advancement.
• Strong partnership with our markets.
• Outstanding history and commitment to our employees.
• Commission on new business sales.
• Support in pursuing industry related courses.

Utter Morris is committed to providing accommodations and to achieving a barrier-free workplace for individuals with disabilities. Should you require an accommodation to participate in our recruitment process, we will support you by considering your individual accessibility needs.