Personal Lines Account Manager

JobsMedia.io; Toronto; Hybrid; CAD 50,000 - 100,000; Full time

Benefits offered by this job

Matching Group RRSP contributions

2 paid personal days

EFAP health benefits

Professional membership reimbursement

Free parking

Hybrid work model

Job summary

JobsMedia.io in Toronto is seeking a Personal Lines Account Manager to provide comprehensive client service and manage a portfolio of personal insurance accounts. You will act as the main contact, support renewals and endorsements, and collaborate with producers and internal teams to ensure high service standards.

Hybrid role with paid personal days and ongoing professional development. If you value accuracy, strong communication, and a client‑centric approach, this position offers a clear path

Qualifications

• Active RIBO license in good standing.
• Minimum 3 years of personal lines brokerage experience.
• Proficient in Microsoft Office (Word and Excel).
• Experience with EPIC, Compu-Quote and broker portals is a strong asset.
• Collaborative team player with a strong work ethic.

Responsibilities

• Deliver expert client service to a diverse portfolio of personal lines clients.
• Manage renewals, endorsements, and inquiries with precision.
• Assess client needs and risk exposures to tailor solutions.
• Guide clients through the claims process as a supportive advocate.
• Collaborate with producers, insurance partners and internal teams to ensure seamless service.
• Prepare insurance applications, proposals, and policy documentation.

Skills

Interpersonal skills

Communication

Negotiation

Team collaboration

Tools

Microsoft Office (Word, Excel)

EPIC

Compu-Quote

Broker portals

Job description

We are seeking a Personal Lines Account Manager who excels in providing comprehensive client service. In this role, you will manage a portfolio of accounts and support clients with their personal insurance needs. You will be a key point of contact, ensuring client retention through expert advice and efficient policy management.

Key Responsibilities

• Expert Client Service: Deliver comprehensive, professional service to a diverse portfolio of personal lines clients.
• Portfolio Management: Manage renewals, process endorsements, and handle account inquiries with precision.
• Risk Assessment: Evaluate client needs and risk exposures to recommend tailored insurance solutions.
• Claims Support: Confidently guide clients through the claims process, acting as a supportive advocate.
• Collaboration: Work closely with producers, insurance partners, and internal teams to ensure seamless service.
• Documentation: Prepare insurance applications, proposals, and accurate policy documentation.

Requirements & Qualifications

• Licensing: Active RIBO license in good standing is required.
• Experience: 3+ years of experience within a Personal Lines brokerage environment.
• Technical Skills: Proficiency in Microsoft Office (Word and Excel).
• Experience with EPIC, Compu-Quote, and various broker portals is considered a strong asset.
• Interpersonal Skills: A collaborative team player with a strong work ethic.
• Excellent communication, presentation, and negotiation skills.
• Strong commitment to professionalism and high service standards.

Why Join Us? (Benefits)

• Compensation: $50,000 – $100,000 per year + commission incentives and potential performance-based bonuses + Matching Group RRSP contributions.
• Work-Life Balance: Hybrid work flexibility and two paid personal days each year.
• Health & Wellness: Comprehensive group health benefits including an Employee Family Assistance Program (EFAP).
• Professional Growth: Reimbursement for professional membership fees (RIBO, IBAO, IIC) and ongoing educational support.
• Commuter Perks: Free parking and professional office space.

Additional Information

• Hours: 35 hours per week.
• Work Environment: Professional, engaging, and collaborative.