Personal Lines Account Manager

JobsMedia.io; Scugog; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

3 weeks paid vacation

Paid wellness time

Birthday off

Volunteer day

Health Spending Account (HSA)

Educational reimbursement

Team culture

Job summary

JobsMedia.io, in partnership with a leading Ontario brokerage, seeks a personable Personal Lines Account Manager to manage client accounts, process policy updates, and tailor coverage solutions that meet client needs.

You will work in a collaborative team, coordinate with producers and carriers, handle renewals, and support process improvements while growing your career within a client-focused organization.

Qualifications

• Active RIBO license in good standing is required.
• Minimum of 3 years of prior insurance experience.
• Strong problem-solving, time management, and prioritization skills; attention to detail; sales Upselling ability.

Responsibilities

• Handle client calls, emails, and faxes to process policy changes, quotes, cancellations, reinstatements, rewrites, and new policies.
• Review client policies and recommend coverage options tailored to needs.
• Collaborate with Producers and carriers; upload and forward endorsement requests.
• Follow up on non-renewals, notices, coverage gaps, and client inquiries.
• Support colleagues and participate in process improvements and team initiatives.

Skills

Problem-solving

Time management

Prioritization

Attention to detail

Sales & upselling

Empathy

Communication

Collaboration

Job description

Job Description

A leading independent insurance brokerage is seeking a highly personable and knowledgeable Personal Lines Account Manager to provide outstanding customer service. In this role, you will manage client accounts, process policy updates, and recommend tailored coverage solutions. This is an exciting opportunity for someone who enjoys helping clients, working in a collaborative team environment, and growing their career with an established, client-focused organization.

Key Responsibilities

• Client Service & Policy Management: Handle incoming calls, emails, and faxes to process client requests, including policy changes, quotes, cancellations, reinstatements, rewrites, and new policies.
• Coverage Optimization: Review client policies and recommend coverage options tailored to their specific needs.
• Producer & Carrier Collaboration: Work closely with Producers to ensure client requests are handled efficiently; upload and forward endorsement requests to insurance carriers.
• Account Maintenance: Follow up on non-renewals, varied terms notices, potential coverage gaps, and client inquiries proactively.
• Team Support & Growth: Support colleagues and provide backup for other team members as needed; participate in process improvements, team initiatives, and workplace activities.

Requirements & Qualifications

• Licensing: Active RIBO license in good standing (Required).
• Experience: Minimum of 3 years of prior insurance experience.
• Technical & Professional Skills:
  • Strong problem-solving, time management, and prioritization skills to handle multiple client requests and renewals.
  • Excellent attention to detail and accuracy when handling policies, endorsements, and client records.
  • Strong sales and upselling ability to recognize coverage enhancement opportunities.
• Interpersonal Skills:
  • High empathy, customer-focused mindset, and strong professionalism and integrity.
  • Exceptional communication skills with the ability to navigate difficult conversations (claims, rate increases, policy cancellations) with care.
  • A collaborative team player with strong initiative, adaptability, and resilience in a fast-paced environment.

Why Join Us? (Benefits)

• Compensation: Competitive salary based on experience + additional commission earning opportunities.
• Work-Life Balance:
  • Schedule: Monday to Friday, 9:00 AM – 4:30 PM.
  • Minimum 3 weeks paid vacation + paid wellness time.
  • Birthday off.
  • Paid volunteer day per year.
  • Hybrid Flexibility: Initial onboarding requires in-person work for 3–6 months, followed by hybrid flexibility (up to 2 days work-from-home).
• Health & Wellness:
  • Comprehensive prescription benefits + $2,000 Health Spending Account (HSA).
  • $200 annual wellness bursary.
• Professional Growth:
  • In-house growth programs, mentorship, and career advancement support.
  • Educational reimbursement for insurance-related courses (such as CAIB, subject to approval).
• Perks & Environment: Supportive, innovative, and collaborative team culture.

Additional Information

• Hours: Standard full-time office hours (35 hours/week).
• Work Environment: Collaborative, supportive, and professional.