Personal Lines Account Manager

St. Andrews Insurance Brokers; Vaughan; On-site; CAD 50,000 - 80,000; Full time

Benefits offered by this job

Career development

On-site work Woodbridge

Job summary

St. Andrews Insurance Brokers invites licensed insurance professionals to join our Woodbridge team. You will develop and manage client relationships, identify growth opportunities, and drive sales through strategic planning.

A strong focus on customer service, conflict resolution, and teamwork will help you excel in this target-driven environment. Gain career growth while leveraging CRM tools and industry knowledge.

Qualifications

• RIBO license is required.
• 3 years of experience in the insurance industry.
• Experience with CompuQuote (Applied Rating Services) and Epic is an asset.
• Strong customer service background with conflict resolution skills.
• Ability to manage complex client needs and develop strategic plans.

Responsibilities

• Develop and maintain strong client relationships.
• Identify new business opportunities and drive growth.
• Achieve and exceed sales targets through strategic planning.
• Improve client satisfaction and retention through tailored solutions.
• Monitor and analyze sales pipelines to forecast success.
• Collaborate with team members while maintaining accountability for results.
• Utilize CRM tools to manage client data and provide regular updates.
• Participate in training to continuously build skills and industry knowledge.

Skills

Customer service

Conflict resolution

Interpersonal communication

Sales mindset

Education

RIBO license

Tools

CompuQuote

Epic

CRM tools

Job description

At St. Andrews Insurance Brokers, we believe in rewarding performance and supporting growth. Our culture is competitive, collaborative, and focused on excellence. We provide feedback, measure progress, and create opportunities for advancement — a formula that has driven our consistent success. If you’re ambitious, client-focused, and eager to grow your career in insurance, this is the place for you.

Responsibilities

Develop and maintain strong client relationships.

Identify new business opportunities and drive growth.

Achieve and exceed sales targets through strategic planning.

Improve client satisfaction and retention through tailored solutions.

Monitor and analyze sales pipelines to forecast success.

Collaborate with team members while maintaining accountability for results.

Utilize CRM tools to manage client data and provide regular updates.

Participate in training to continuously build skills and industry knowledge.

Experience/Qualifications

RIBO license required

3 years of experience in the insurance industry

Compu quote ( Applied Rating Services); Epic experience an asset

Strong customer service background with conflict resolution skills

Problem-solving mindset with ability to manage complex client needs

Experience in account management or sales within a target-driven environment

Strong interpersonal and communication skills

Ability to develop and execute strategic plans to meet goals

Proficiency in CRM tools and reporting

What’s in it for you?

Vibrant, on-site work environment in Woodbridge, ON

Career development and advancement opportunities

If you’re a licensed insurance professional with a passion for client service and the drive to succeed, we’d love to hear from you. Join St. Andrews Insurance Brokers and take the next step in building your career.

St. Andrews Insurance Brokers uses Workwolf’s AI-enabled tools to sort and screen applications based on job-related criteria. All hiring decisions involve human review.