Personal Lines Account Manager

JobsMedia.io; Scugog; Hybrid; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Commissions

Hybrid work

3 weeks vacation

Birthday off

Volunteer day

HSA $2000

Wellness bursary

Education reimbursement

Mentorship and growth

Job summary

JobsMedia.io is seeking a personable Personal Lines Account Manager in Canada to manage client accounts, process policy updates, and tailor coverage solutions. You will handle inquiries, coordinate with producers and carriers, and focus on client satisfaction in a collaborative team environment.

The role emphasizes attention to detail, timely responses, and opportunities to upsell and enhance coverage. A hybrid work setup with initial in-office onboarding supports a balanced work-life approach.

Qualifications

• Active RIBO license in good standing (Required).
• Minimum of 3 years of prior insurance experience.
• 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.
• 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.

Responsibilities

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

Skills

Problem-solving

Time management

Prioritization

Attention to detail

Sales

Upselling

Empathy

Communication

Team 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.