Personal Lines Account Manager - Client Service & Growth

Collectivfide Insurance Brokers Inc.; Owen Sound; On-site; CAD 60,000 - 80,000; Full time

Job summary

A mid-sized brokerage in Owen Sound is seeking a full-time Account Manager Personal Lines to manage client relationships and ensure superior service delivery. The ideal candidate will be RIBO licensed and possess at least 1 year of Personal Lines Broker experience. Responsibilities include quoting new business, processing policy changes, and assisting clients with claims, all while adhering to company values and standards.

Qualifications

• Must be RIBO licensed.
• Minimum 1 year Personal Lines Broker experience.
• Proven track record servicing an assigned book of business.

Responsibilities

• Quote and drive new business following proper procedures.
• Provide advice to clients on insurance matters.
• Process policy change requests from clients.
• Assist clients in submitting claims and following up.
• Ensure compliance with insurer and regulatory requirements.

Skills

Organizational skills

Detail-oriented

Client relationship management

Insurance products knowledge

Education

RIBO license

1 year Personal Lines Broker experience

Job description

A mid-sized brokerage in Owen Sound is seeking a full-time Account Manager Personal Lines to manage client relationships and ensure superior service delivery. The ideal candidate will be RIBO licensed and possess at least 1 year of Personal Lines Broker experience. Responsibilities include quoting new business, processing policy changes, and assisting clients with claims, all while adhering to company values and standards.