Personal Lines Account Manager — Hybrid & Growth Focus

Impact Recruitment; Whitchurch-Stouffville; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Strong new business commission

Paid time off + 5 sick days

Generous group benefits package + RRSP

Accommodation during recruitment

Job summary

Impact Recruitment in Ontario is seeking a Personal Lines Account Manager to oversee a portfolio of personal insurance clients, delivering tailored solutions and exceptional service.

You will prepare applications, quotes and binders for new and renewal policies, support growth by acquiring new clients, manage policy changes, COIs and endorsements, and maintain up-to-date client records in EPIC.

Qualifications

• Strong communication and organizational skills with attention to details.
• Ability to manage multiple priorities in a fast-moving environment.
• Familiarity with insurer portals and underwriting guidelines preferred.

Responsibilities

• Oversee and service a portfolio of personal insurance clients, ensuring tailored solutions.
• Prepare applications, quotes, proposals, and binders for new and renewal policies.
• Support business growth by assisting in acquiring new clients and managing existing accounts.
• Process policy changes, COIs, and endorsements efficiently.
• Maintain meticulous and current client records within the broker management system (EPIC).
• Respond promptly and professionally to client inquiries and requests.
• Keep up-to-date on market conditions and industry best-practices.

Skills

Communication

Organization

Attention to detail

Tools

Applied EPIC

ARS

Job description

Impact Recruitment in Ontario is seeking a Personal Lines Account Manager to oversee a portfolio of personal insurance clients, delivering tailored solutions and exceptional service.

You will prepare applications, quotes and binders for new and renewal policies, support growth by acquiring new clients, manage policy changes, COIs and endorsements, and maintain up-to-date client records in EPIC.