Personal Lines Account Manager 9854 - IW-9854

DGA Careers; Canada; Remote; CAD 50,000 - 70,000; Full time

Job summary

A reputable brokerage firm in Burnaby is looking for a Personal Lines Account Manager to manage a diverse client base with a strong emphasis on customer service. The ideal candidate will have a Level 2 licence and at least 3 years of industry experience. This full-time position offers a supportive team environment and no evening or weekend work.

Qualifications

• 3+ years' experience in Auto/Personal Lines capacity.
• Strong written and oral communication skills.
• Ability to deal confidently with affluent clients.

Responsibilities

• Manage personal lines book including VIP/high net worth clients.
• Provide high-level customer service and retention.
• Respond to client inquiries and maintain accurate files.

Skills

Customer Service

Communication Skills

Time Management

Team Player

Education

Level 2 licence

CAIB

CIP

CIP Partial Completion

Tools

Epic

Job description

Overview

Personal Lines Account Manager 9854 – IW-9854. Date of modification: September 24, 2025. Job number: IW-9854.

Description

An independent, busy and reputable brokerage is looking to add a well-rounded Broker to their team located in Downtown Vancouver. They are looking for an enthusiastic and confident personal lines broker to service their clients. This will be a very holistic position, as this person will also be the primary person for ICBC/Autoplan. This role is best suited for someone who thrives on giving great customer service to long standing clientele and is a team player who is willing to roll up their sleeves.

Responsibilities

• ICBC Inventory control, batching and reconciliations
• Managing personal lines book which also includes some VIP/high net worth clients
• Invoicing renewals, new business and generating letters
• There will be Autoplan and fleet accounts to service
• Knowledge of travel insurance and selling travel products to clientele
• Retention of personal lines book and providing a high level of service
• Generating quotes, using broker portals and cross-sell/up-sell all lines of insurance
• Post-sales customer service: re-market accounts, process renewals, endorsements
• Respond to client inquiries
• Maintain accurate up-to-date files
• First to telephone. Answer/direct incoming calls in a timely manner

Qualifications

• Level 2 licence
• 3+ years’ industry experience: Auto/Personal Lines capacity
• General knowledge and use of Epic
• Strong and clear written and oral communication – ability to deliver technical information
• Confident and comfortable dealing with affluent individuals
• Exposure to Chubb business is not mandatory but highly regarded
• Excellent time management and organizational skills
• Team player – willing to step in and roll up your sleeves to assist as needed
• Keen to learn

Our client is providing a great opportunity for the successful candidate. They are looking to bring on a team member who will complement their organization and contribute to their positive culture. No evenings or weekends, full-time in-office position.

Information

• City: Burnaby
• Job Type: Permanent
• Education: CAIB, CIP, CIP Partial Completion, Insurance License Level II
• Expertise: Customer Service, Customer Service - Personal, Broker-Customer Service, Broker-Personal
• Minimum experience required: 3 to 4 Years