Personal Lines Account Manager

TEEMA Solutions Group; Vaughan; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading insurance brokerage in York Region is seeking a Personal Lines Account Manager to develop client relationships, manage policy renewals, and ensure exceptional customer service. Candidates must hold a RIBO license and have 1-2 years of relevant experience. The company offers a supportive culture, comprehensive benefits, and opportunities for professional growth.

Benefits

Medical Benefits

Vision Care

Disability Insurance

Extended Health Care

RRSP Matching Program

Onsite gym

Tuition reimbursement

Qualifications

• 1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR.
• Strong knowledge of insurance industry, policies, and products.
• Ability to work as part of a team and perform well under pressure.

Responsibilities

• Develop and maintain positive client relationships.
• Collaborate with Underwriters daily.
• Manage client policy renewals and re-marketing.

Skills

Customer service

Communication

Problem-solving

Organizational skills

Education

Registered Insurance Brokers of Ontario (RIBO) license

CIP or CAIB certification

Tools

Microsoft Office

Power Broker

Acturis

Applied Rating (Compu-Quote)

Job description

Want to be part of one of the Top 10 Insurance Brokerages in Canada? Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic, and fast-paced insurance brokerage experiencing growth and looking to fill new roles within our team. Our culture encourages employees to pursue higher education, webinars, and training for professional development, qualifying for more advanced positions. Oracle RMS is Great Places To Work certified!

At Oracle RMS, we are committed to exceeding our clients' expectations through genuine care and concern for their well-being. We focus on building relationships based on trust and integrity, prioritizing your success and security to ensure peace of mind about your future.

Our guiding principles are integrity and trust, fostering a culture of care that extends to both our clients and our team. We believe in collaborative growth, empowering every employee to contribute, learn, and thrive together.

In this role, you will be responsible for:

1. Developing and maintaining positive client relationships
2. Maintaining a positive demeanor and outlook in customer management and service
3. Collaborating with Underwriters daily and fostering strong relationships
4. Reviewing property appraisals and providing recommendations
5. Managing E-Docs/Renewal lists and handling them appropriately
6. Managing client policy renewals and re-marketing existing clients when necessary
7. Processing outstanding payments and banking information updates
8. Transacting and invoicing agency bill policies
9. Following up on abeyances daily
10. Quoting policy changes through CQ and company portal
11. Assisting Account Executives with renewals, policy changes, and new business
12. Using problem-solving skills and judgment to assess risks or issues

Qualifications:

• Must have a Registered Insurance Brokers of Ontario (RIBO) license in good standing; CIP or CAIB certification is an asset
• Strong knowledge of the insurance industry, policies, and products
• 1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR
• Excellent customer service, communication, and computer skills, with experience in Microsoft Office
• Ability to work as part of a team and perform well under pressure
• Superior organizational, verbal, and written communication skills
• Knowledge of Power Broker, Acturis, and Applied Rating (Compu-Quote) is an asset

At Oracle RMS, we offer comprehensive benefits and a vacation package including:

• Medical Benefits
• Vision Care
• Disability Insurance
• Extended Health Care
• RRSP Matching Program

Our vibrant and supportive culture promotes professional and personal growth through various events and initiatives. We also provide an onsite gym, Employee Assistance Program (EAP), tuition reimbursement, and other benefits to support your well-being and work-life balance.

Salary will be commensurate with experience. We thank all applicants; only those selected for an interview will be contacted.

Oracle RMS is an equal opportunity employer. We welcome applications from all qualified individuals. Persons requiring accommodation during the recruitment process are encouraged to indicate so in their application.

Persons who require accommodation during the recruitment process may indicate such upon applying.