Personal Lines Account Manager

Job Born; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage is seeking a Personal Insurance Account Manager in Vaughan or North York, ON. This hybrid role focuses on servicing and growing client accounts with a commitment to client satisfaction. The ideal candidate will have at least 5 years of experience in personal insurance, a valid RIBO license, and a strong understanding of insurance products. Comprehensive benefits including competitive salary and professional development opportunities are offered to foster growth.

Benefits

RRSP Matching Program

100% Tuition Reimbursement

Clear learning and advancement opportunities

Hybrid work flexibility

Qualifications

• Minimum 5 years of personal insurance experience.
• Valid RIBO license required.
• Experience with EPIC system is a plus.

Responsibilities

• Respond to client inquiries promptly and professionally.
• Conduct renewal reviews and recommend updates.
• Identify opportunities to cross-sell and up-sell.

Skills

Problem Solving

Interpersonal Skills

Organization

Attention to Detail

Education

RIBO License

Tools

EPIC Brokerage Management System

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Job Title : Personal Insurance Account Manager Location : Vaughan or North York, ON (Hybrid Work Flexibility Available) Reports To : Personal Lines Manager

About Us

Our clients believe in empowering their team with the tools, support, and opportunities they need to thrive. As a forward-thinking and client-focused brokerage, we are committed to delivering exceptional service and tailored insurance solutions. We also invest in our people—because when you grow, we grow.

What We Offer

Comprehensive Compensation : Competitive salary and full benefits package

Retirement Support : RRSP Matching Program

Professional Development :

Access to professional development courses and industry designations

100% tuition reimbursement for business-relevant courses and training

Career Growth : Clear learning and advancement opportunities

Work-Life Balance : Hybrid remote work flexibility

Position Overview

We are currently seeking a Personal Insurance Account Manager to join our team. This individual will be responsible for servicing and growing an existing book of personal insurance business while maintaining a high level of client satisfaction. The role offers the flexibility to work out of either our Vaughan or North York offices.

Key Responsibilities

Respond promptly and professionally to client inquiries via phone, email, or fax

Conduct thorough renewal reviews, recommend coverage updates, and perform market comparisons

Proactively identify opportunities to cross-sell and up-sell additional insurance products

Process renewals, endorsements, change requests, and claims efficiently using EPIC and carrier portals

Ensure accuracy and completeness in all policy documentation and communications

Issue in-house endorsements and pink slips as required

Organize and prepare documents for new business, including obtaining necessary signatures

Order MVR, Autoplus / DASH, and HITS reports as needed

Collaborate with and support other team members to meet client and business needs

Qualifications

Minimum 5 years of personal insurance experience

Valid RIBO license (Registered Insurance Brokers of Ontario)

Experience with EPIC brokerage management system

Strong knowledge of insurance carriers and underwriting guidelines

Exceptional interpersonal and problem-solving skills

Ability to manage competing priorities while delivering outstanding service

Proficient in Microsoft Outlook, Word, and Excel

Highly organized, detail-oriented, and self-motivated

Join Our Team

If you're passionate about personal insurance, thrive in a collaborative environment, and want to be part of a company that truly supports your development, we’d love to hear from you.

Apply today and take the next step in your career.

What's the harm in knowing what's out there!! 20 mins of your time could lead to a fierce new beginning! Text to book 289 338 2616 or copy the link to book directly in my calendar! Kristy Kufner

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Personal Lines Account Manager • North York, ON