Personal Lines Account Manager — Hybrid, Client-Focused

David Aplin Recruiting; Edmonton; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan with company match

Hybrid work after onboarding

Professional development

Bonuses and incentives

Job summary

David Aplin Recruiting is partnering with a client to hire a Personal Lines Account Manager in Canada. You will manage client relationships and a diverse portfolio of personal insurance policies in a collaborative, supportive environment.

This role offers a competitive salary with performance-based incentives and a hybrid work arrangement after onboarding. You will use Epic to manage policy documentation and support renewal activities.

Qualifications

• Minimum 3 years' experience as a personal insurance account manager at a brokerage.
• Experience managing a book of business and delivering strong client service.
• Experience with Epic or similar insurance management systems.

Responsibilities

• Manage a personal lines insurance book, including handling client inquiries, policy changes, and renewals.
• Build and maintain strong relationships with clients to foster retention and satisfaction.
• Promote new business growth through referrals and proactive outreach.
• Collaborate with internal teams on renewal reviews and client updates.
• Use Epic system for all policy documentation, updates, and inquiries.
• Support broker responsibilities such as client portal management.

Skills

Customer service

Relationship building

Communication

Organization

Education

Bachelor's degree in Insurance or Business

Tools

Epic

Job description

David Aplin Recruiting is partnering with a client to hire a Personal Lines Account Manager in Canada. You will manage client relationships and a diverse portfolio of personal insurance policies in a collaborative, supportive environment.

This role offers a competitive salary with performance-based incentives and a hybrid work arrangement after onboarding. You will use Epic to manage policy documentation and support renewal activities.