Personal Lines Account Manager

Fsb Group; Vaughan; On-site; CAD 56,000 - 75,000; Full time

Benefits offered by this job

Paid vacation

Paid Personal/sick days

Competitive compensation package

Reciprocal days

Growth within the company

Business casual attire

Company events

Community involvement

Job summary

FSB GROUP LTD. in Vaughan, Canada is seeking a RIBO licensed Personal Lines Customer Service Representative to join our growing team. You will respond to client inquiries, review renewal accounts, and quote renewals to meet client needs.

Ideal candidates have a valid RIBO license and 2+ years of personal lines experience in a brokerage, with strong communication and relationship-building skills in a fast-paced environment. The role offers competitive pay and benefits.

Qualifications

• RIBO license in good standing.
• 2+ years Personal Lines Account management/service experience, preferably in a brokerage.

Responsibilities

• Respond to client inquiries quickly and efficiently.
• Review renewal accounts and quote renewals.
• Identify upselling and cross-selling opportunities.
• Process policy changes.
• Maintain relationships with insurers and underwriters.
• Support Producers as required.
• Respond to underwriting inquiries from brokers and internal teams.
• Promote company features and portfolio reviews.

Skills

Client communication

Interpersonal skills

Time management

Team player

Analytical decision-making

Adaptability

Tools

BMS

Microsoft applications

Job description

If you are a RIBO Licensed, Personal Lines Customer Service Representative, our growing team wants you!!!!

Responsibilities

• Respond to client inquiries quickly and efficiently, maintaining fast turnaround times for required actions.
• Review and analyze renewal accounts, place coverage to meet client needs, re‑market when required, and quote renewals in line with carrier binding authority to support client retention.
• Identify upselling and cross‑selling opportunities, generating quality leads.
• Process policy changes.
• Maintain professional relationships with Insurers and Underwriters.
• Assist and support Producers as required.
• Process call backs, submissions, and mail in a timely manner.
• Demonstrate flexibility in performing various assigned tasks.
• Promote company features and benefits as part of ongoing portfolio reviews.
• Promote client loyalty through attention to detail and strong relationship building. Remain current on all company philosophies and procedures. Accept risks within established guidelines.

Qualifications

• Currently holds a RIBO license in good standing
• Bring 2+ years of Personal Lines Account management/service experience, preferably in a brokerage environment
• Being in a fast-paced, multifaceted environment brings out the best in you. You are always able to prioritize efficiently which allows you to exceed client expectations.
• Working collaboratively and building relationships comes easy and is a key part of what has made you successful in your past roles.

Required Skills

• Communicate effectively with clients, both verbally and in writing.
• Demonstrate excellent interpersonal, organizational, and time‑management skills.
• Function effectively in a fast‑paced, multi‑faceted environment.
• Maintain a positive attitude and contribute as a strong team player.
• Apply strong analytical and decision‑making abilities.
• Adapt quickly and effectively to change.
• Demonstrate proficiency in BMS and Microsoft applications.
• Support the Broker/Producer by acting as a liaison with insurance companies, clients, and other stakeholders as required.
• Serve as the primary point of contact for underwriters, responding to underwriting inquiries from brokers and internal underwriting teams.

Compensation package

• Paid vacation
• Paid Personal/sick days
• Competitive compensation package
• Salary Range of $56,000 - $75,000
• Reciprocal days
• Growth within the company
• Business casual attire
• Company events
• Community involvement

This position is an existing vacancy and is open to qualified applicants at this time.

AI Disclosure Statement

We use AI‑enabled tools to help screen, assess, and/or select applicants for this role (e.g., skills matching, and interview scheduling support). All hiring decisions include human review.

Equal Opportunity Statement

FSB GROUP LTD. is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an interview will be asked whether specific accommodations are needed to support a personal disability.