Personal Lines Account Manager

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

Benefits offered by this job

Hybrid work

RRSP matching

EFAP

Professional membership reimbursement

Free parking

Personal days

Job summary

JobsMedia.io in Toronto is seeking a Personal Lines Account Manager who excels in providing comprehensive client service and managing a portfolio of personal insurance accounts.

You will be the primary contact for clients, handling renewals, endorsements, and policy documentation, while collaborating with producers and partners to deliver tailored insurance solutions and maintain strong client retention.

Qualifications

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

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.

Skills

Client service

Communication

Negotiation

Team player

Professionalism

Tools

Microsoft Office

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.