Personal Lines Account Manager

Coughlin Winnipeg; Canada; Remote; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Commission and Bonus Structure

Top Technology and Lead Generation

Health & Dental Benefits

Work from Home flexibility

Flexible Vacation Policy

Career Mentoring

Training & Development

RIBO/CAIB education reimbursement

Dedicated Account Management Team

E&O Insurance

Job summary

Coughlin Winnipeg is seeking a Personal Lines Account Manager to own and grow a portfolio of home and Auto clients, offering tailored insurance solutions and expert risk advice. You will manage renewals, prepare submissions, and collaborate with Producers to secure competitive terms while delivering outstanding client service and building lasting relationships.

Flexibility to work from home, ongoing training, and education reimbursements are provided to help you advance in the Canadian insurance

Qualifications

• Minimum 1 year of experience in the insurance industry.
• Current RIBO License in good standing.
• Proven track record of maintaining and retaining clients.
• Knowledge of Applied EPIC Broker Management System is preferred.
• Experience in negotiating renewals with carriers.
• CAIB or other insurance certifications are encouraged.

Responsibilities

• Act as the primary point of contact for an assigned book of business, building and maintaining strong, long-term relationships with clients and insurers.
• Provide expert advice on insurance risks by identifying client exposures, assessing coverage needs, and developing tailored insurance solutions.
• Strategically manage policy renewals, including reviewing coverage, marketing accounts, negotiating with insurers, and optimizing terms and pricing.
• Prepare and monitor insurance submissions, proposals, and summaries of insurance, with support from Technical Assistants on binders, certificates, billing, and related documentation.
• Negotiate with insurers in partnership with Producers to secure appropriate coverage, competitive terms, and solutions aligned with client needs.
• Manage premium collection in accordance with company standards, policies, and established timelines.
• Drive portfolio growth by identifying and pursuing cross-selling, upselling, referral, and new business opportunities within existing and prospective accounts.
• Partner with Producers to deliver integrated, client-focused insurance solutions and ensure effective account management.
• Mentor and develop Junior Account Managers and Technical Assistants by providing technical guidance, coaching, and best practices in client service and account management.

Skills

Client relationship management

Analytical skills

Time management

Communication skills

Cross-selling

Upselling

Negotiation

Education

RIBO License

CAIB or other insurance certifications encouraged

Tools

Applied EPIC Broker Management System

Job description

Personal Lines Account Manager

As a Personal Lines Account Manager, you are a trusted advisor, who owns and supports client relationships and understands their home and Auto needs to provide effective insurance solutions.

What You Bring

• Minimum of 1 year of experience in the insurance industry
• Current RIBO License in good standing
• Proven track record of maintaining and retaining clients
• Strong analytical, organizational, and time management skills
• Knowledge of Applied Systems EPIC Broker Management System is preferred
• Excellent communication skills and bringing a positive and energetic attitude
• Proficiency in cross-selling and upselling
• Experience in negotiating renewals with carriers
• CAIB or other insurance related certifications are encouraged

What You'll Do

• Act as the primary point of contact for an assigned book of business, building and maintaining strong, long-term relationships with clients and insurers.
• Provide expert advice on insurance risks by identifying client exposures, assessing coverage needs, and developing tailored insurance solutions.
• Strategically manage policy renewals, including reviewing coverage, marketing accounts, negotiating with insurers, and optimizing terms and pricing.
• Prepare and monitor insurance submissions, proposals, and summaries of insurance, with support from Technical Assistants on binders, certificates, billing, and related documentation.
• Negotiate with insurers in partnership with Producers to secure appropriate coverage, competitive terms, and solutions aligned with client needs.
• Manage premium collection in accordance with company standards, policies, and established timelines.
• Drive portfolio growth by identifying and pursuing cross-selling, upselling, referral, and new business opportunities within existing and prospective accounts.
• Partner with Producers to deliver integrated, client-focused insurance solutions and ensure effective account management.
• Mentor and develop Junior Account Managers and Technical Assistants by providing technical guidance, coaching, and best practices in client service and account

What's in it for YOU?

• Commission and Bonus Structure
• Top Technology and Lead Generation Systems
• A competitive Employee Health & Dental Benefits program and RRSP program
• Flexible Working Hours & Ability to Work from Home
• Flexible Vacation Policy
• Career Mentoring Programs led by our Managing Partners
• Access to ongoing Training & Development by Insurance Leaders
• RIBO, CAIB, and other designation education reimbursement
• A dedicated Account Management Team who supports your growing book of business
• Fully paid E&O Insurance

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