Personal Lines Account Manager

Mitchell & Abbott Group Insurance Brokers Ltd; Southwestern Ontario; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Health and dental benefits

RRSP matching

Paid vacation

Sick days

Additional PTO

Training and development

Growth opportunities

Job summary

Navacord is seeking a client-focused Personal Lines Account Manager to support and grow a personal insurance book. You will provide insurance advice, policy management, renewal reviews, and cross-selling opportunities while building strong relationships with clients and insurance partners.

You will review policies, handle renewals, quote new coverage, process endorsements, and assist with claims. RIBO license required; CIP/CAIB assets a plus. 3+ years of Personal Lines experience preferred.

Qualifications

• Minimum 3 years of Personal Lines insurance experience.
• RIBO License required.
• CIP or CAIB designation, or actively pursuing designation, is considered an asset.
• Strong client relationship and customer service experience.
• Excellent verbal and written communication.
• Proficient with MS Outlook and Word.

Responsibilities

• Manage and service a personal lines book of business with tailored insurance advice.
• Respond promptly to client inquiries via phone, email, and other channels.
• Review policies for accuracy and coverage recommendations.
• Maintain organized follow-up for renewals, policy changes, and outstanding items.
• Record client interactions and documentation in the brokerage management system.
• Complete renewal reviews and provide coverage recommendations.
• Obtain quotes and remarket policies when beneficial.
• Process policy changes, endorsements, cancellations, and reinstatements.
• Support clients through the claims process.
• Cross-sell and upsell opportunities; generate referrals and contribute to growth.
• Build strong relationships with underwriters to maximize retention and growth.

Skills

Client relationship management

Customer service experience

Communication skills

Organizational skills

Time management

Problem solving

Attention to detail

Independent work

Professional demeanor

MS Outlook/Word proficiency

Education

RIBO License

CIP/CAIB designation asset

Tools

Insurance brokerage management systems

Job description

We are seeking a client-focused, detail-oriented Personal Lines Account Manager / Insurance Advisor to support and grow a personal insurance book of business. In this role, you will provide exceptional service, insurance advice, policy management, renewal reviews, remarketing recommendations, and cross-selling opportunities while building strong relationships with clients and insurance partners.

WHAT YOU’LL BE RESPONSIBLE FOR :

Client Service & Account Management

• Manage and service a personal lines book of business by providing professional insurance advice tailored to each client's unique needs.
• Respond promptly to client inquiries via phone, email, and other communication channels while maintaining a high level of service.
• Review and analyze policies for accuracy, completeness, and appropriate coverage recommendations.
• Maintain organized follow-up activities for client requests, renewals, policy changes, and outstanding items.
• Ensure all client interactions, conversations, and documentation are accurately recorded within the brokerage management system.

Renewals, Remarketing & Policy Management

• Complete renewal reviews and provide coverage recommendations.
• Review policy renewals and determine appropriate next steps to maximize client retention and coverage adequacy.
• Prepare and send any non‑automated renewal communications, highlighting coverage gaps or missing protections.
• Obtain comparison quotes and remarket policies when beneficial due to pricing, coverage improvements, market eligibility changes, or client requests.
• Process policy changes, endorsements, rewrites, cancellations, and reinstatements in accordance with company and brokerage procedures.
• Request and review underwriting reports including MVRs, AutoPlus, DASH, and HITS reports.
• Identify opportunities to cross‑sell and up‑sell additional products and coverages.
• Generate referral opportunities from existing clients and contribute to brokerage growth objectives.
• Work toward achieving and exceeding retention, growth, and service targets established by the brokerage.
• Support clients throughout the claims process and provide claims‑related assistance as required.
• Provide coverage and support during team member absences, including servicing unassigned accounts when necessary.
• Maintain positive relationships with insurance company underwriters to maximize growth and retention opportunities.

Compliance & Administration

• Adhere to insurer underwriting guidelines, brokerage procedures, and industry regulations.
• Maintain professional confidentiality and high standards of ethics and conduct.
• Comply with RIBO continuing education requirements and maintain licensing requirements.

WHAT YOU BRING TO THE ROLE:

• Minimum 3 years of Personal Lines insurance experience.
• RIBO License required.
• CIP or CAIB designation, or actively pursuing designation, is considered an asset.
• Strong client relationship management and customer service experience.
• Excellent interpersonal, verbal, and written communication skills.
• Exceptional organizational, time management, and problem‑solving abilities.
• High attention to detail and accuracy.
• Ability to work independently and in a fast‑paced environment.
• Professional demeanor with a strong commitment to client service.
• Proficiency with Microsoft Outlook, Word, and insurance brokerage management systems

WHAT WE OFFER:

• Competitive compensation package
• Health and Dental Benefits
• RRSP Matching Program
• Paid Vacation
• Sick Days
• Additional Paid Time Off (PTO)
• Ongoing training and professional development opportunities
• Supportive team environment with opportunities for growth and advancement

This is an excellent opportunity for a motivated insurance professional who is passionate about delivering exceptional client service while contributing to the continued growth and success of a dynamic brokerage

This is for an existing posting

Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants.

Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs for this position.