Personal Lines Account Manager

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

Benefits offered by this job

Hybrid work

Two personal days

EFAP health benefits

RRSP matching

Professional memberships reimbursement

Free parking

Job summary

JobsMedia.io, based in Toronto, seeks a Personal Lines Account Manager to manage a client portfolio, renewals, endorsements, and tailored insurance solutions. You will guide clients through claims and collaborate with producers and partners to ensure top-tier service.

The role emphasizes professional client interaction, strong communication, and a cooperative team approach within a hybrid work setting in Canada.

Qualifications

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

Responsibilities

• Deliver comprehensive, professional service to a diverse portfolio of personal lines clients.
• Manage renewals, process endorsements, and handle account inquiries with precision.
• Evaluate client needs and risk exposures to recommend tailored insurance solutions.
• Guide clients through the claims process, acting as a supportive advocate.
• Work closely with producers, insurance partners, and internal teams to ensure seamless service.
• Prepare insurance applications, proposals, and accurate policy documentation.

Skills

Client service

Team collaboration

Communication

Negotiation

Tools

EPIC

Compu-Quote

Broker portals

Job description

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.

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.