Personal Lines Account Manager - FCA Insurance Brokerage

FCA Insurance Brokers; Toronto; On-site; CAD 50,000 - 75,000; Full time

Job summary

FCA Insurance Brokers is seeking a Personal Lines Account Manager to manage personal lines insurance policies and provide exceptional customer service. This role requires strong communication skills, a RIBO license, and experience in the insurance industry. The successful candidate will develop client portfolios, advise on coverage, and ensure seamless policy management.

Qualifications

• Experience in the insurance industry, particularly with personal lines insurance.
• Strong knowledge of insurance policies, coverage, and claims processes.
• Detail-oriented with strong organizational skills.

Responsibilities

• Manage personal lines insurance policies and assist clients with inquiries.
• Nurture professional relationships with insurers and clients.
• Review renewals and consult with clients on coverage options.

Skills

Customer Service

Communication

Detail-oriented

Organizational Skills

Education

RIBO License

Tools

Acturis

Job description

Personal Lines Account Manager - FCA Insurance Brokerage

19 hours ago Be among the first 25 applicants

Direct message the job poster from FCA Insurance Brokers

FCA Insurance Brokers is an independent insurance brokerage with a history dating back to 1919. FCA is dedicated to providing insurance solutions for commercial, personal, group benefits, and surety bonds. We are looking for a Personal Lines Account Manager to join our team! The Personal Lines Account Manager will be responsible for managing personal lines insurance policies, assisting clients with policy inquiries and claims, as well as providing exceptional customer service.

Responsibilities:

• Respond to all telephone calls directed to you (directly or relayed by reception), as well as completing any immediately resulting work. Personal Lines Account Managers may receive calls from other colleagues' sections, and should respond to the client’s immediate request and communicate regarding their actions with the assigned individual.
• Meet with your clients who visit the office, as well as clients from other sections if the assigned team member is unavailable. No client is to be kept waiting.
• Nurture positive professional relationships with insurers, balancing the clients' best interests with respect for insurers' underwriting standards and binding authority.
• Review pending renewals and consult with clients regarding their options. Advise and offer clients all available coverage, especially where existing coverage is limited and/or not in accordance with minimum standards as established by FCA management. All discussions to be documented in Acturis.
• Advise clients of insurers' underwriting concerns or requirements, and negotiate to obtain the best possible terms of coverage for the client.
• Provide accurate and timely direction to TAs for processing documents and creating client communications, following FCA standard processes.
• Develop your portfolio by quoting and closing business with existing clients, and generating other quality new business within FCA management guidelines. Offer online clients quotations for other coverage requirements; noting expiry dates to add follow-ups for future quotes.
• Review expiry lists, exclusion reports, and follow-up reports thoroughly and promptly, in collaboration with TAs. Follow-ups also appear on the main 'HomeBase'.
• Ensure that liability certificates and/or binders are resent out on later renewals if documents are not received and processed within 10 days of expiry.
• Manage accounts receivable in your portfolio, with the goal of avoiding any accounts receivable over 30 days. For example, ensuring payment arrangements are made prior to binding, maximizing direct bill options, requesting partial payments when changes are pending, following up with insurers for credits and taking credits as soon as possible, and monitoring renewal payment letters, following up promptly and lapsing within 30 days if necessary.
• Prompt client notification of impending direct bill due dates and amounts.

Qualifications

• Experience in the insurance industry, particularly with personal lines insurance.
• Experience with Acturis is required.
• Strong knowledge of insurance policies, coverage, and claims processes.
• Excellent customer service and communication skills.
• Must have a RIBO license.
• Detail-oriented with strong organizational skills.

FCA Insurance Brokers is an equal opportunity employer. Should you require accommodation for any part of the recruitment process (including alternative formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Insurance