Personal Lines Account Manager

Youngs Insurance Brokers Inc.; Burlington; On-site; CAD 55,000 - 75,000; Full time

Job summary

Youngs Insurance Brokers Inc. in Burlington, ON is seeking a Personal Lines Account Manager to oversee a portfolio of auto and home clients on site.

You will deliver timely advice, process policy changes, handle renewals, and prepare quotes while maintaining high service standards. Collaborate with insurers and internal teams to ensure accurate documentation, underwriting compliance, and proactive client follow-up.

Qualifications

• RIBO license and Ontario licensing eligibility or willingness to obtain.
• Experience managing personal insurance portfolios (auto/home) and renewals.
• Strong client communication and problem-solving in a fast-paced setting.

Responsibilities

• Manage a portfolio of personal auto and home clients.
• Process policy changes, renewals, and quotes.
• Respond to client inquiries and resolve issues promptly.
• Collaborate with internal teams and insurers to ensure accurate documentation.
• Support cross-selling opportunities across product offerings.

Skills

Account management

Customer service

Insurance concepts

RIBO license

Benefits knowledge

Ontario licensing

Detail oriented

On-site work

Tools

Brokerage software

Office software

Job description

Company Description

Youngs Insurance Brokers Inc. has been providing insurance with integrity across Ontario for over a century, evolving since its founding in 1910 into one of the province’s largest independent insurance brokerages. The company is committed to offering clients high-quality insurance protection, including auto, home, commercial, life, employee benefits, and group coverage. Youngs Insurance is deeply invested in community impact through its #GiveBackOntario initiative, reflecting a strong culture of social responsibility. Team members join an organization that values long-term relationships, client-centric service, and making a difference in the communities it serves.

Role Description

The Personal Lines Account Manager is a full-time, on-site role based in Burlington, ON. This position is responsible for managing a portfolio of personal insurance clients, including auto and home policies, by providing timely advice, processing policy changes, handling renewals, and preparing quotes. The role involves responding to client inquiries, resolving issues, and maintaining high standards of customer service and retention through proactive communication and follow-up. The Personal Lines Account Manager will collaborate with internal teams and insurers to ensure accurate documentation, compliance with underwriting guidelines, and efficient handling of claims and billing questions. This role also includes identifying coverage gaps, recommending appropriate solutions, and supporting cross-selling opportunities across Youngs Insurance’s product offerings.

Qualifications

• Strong account management skills, with experience overseeing client portfolios and managing renewals and policy changes.
• Demonstrated customer service skills, including clear communication, problem-solving, and relationship‑building in a client‑focused environment.
• Knowledge of personal insurance products (e.g., auto, home) and related coverage options; ability to explain insurance concepts in accessible terms.
• RIBO license
• Familiarity with employee benefits or group insurance products is an asset.
• Relevant licensing for insurance brokerage work in Ontario (e.g., RIBO license) or eligibility and willingness to obtain it.
• Proficiency with brokerage management systems and standard office software; strong attention to detail and organizational skills.
• Ability to work on‑site in Burlington, ON, collaborate with colleagues, and manage multiple priorities in a fast‑paced environment. Hybrid WFH is possible