Personal Lines Account Manager (Insurance)

DGA Careers; Aurora; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage is looking for a Personal Lines Account Manager to maintain high service levels and manage renewal processes. The ideal candidate has 5-10 years of personal insurance experience, holds a valid RIBO License, and is proficient in tools like TAM. This role involves customer interaction, team collaboration, and achieving performance metrics in a supportive environment.

Qualifications

• 5-10 years of personal insurance expertise in a brokerage setting.
• A self-starter willing to grow with the organization.
• Highly organized with attention to detail.

Responsibilities

• Achieve performance metrics as set out by the Personal Lines Manager.
• Respond promptly to phone and email enquiries.
• Manage and review all renewals, endorsements and claims.

Skills

Personal insurance expertise

Strong communication skills

Organizational skills

Proficiency in Outlook

Collaborative team player

Education

Valid RIBO License

CIP or CAIB progress

Tools

The Agency Manager (TAM)

Job description

Overview

Our client is a boutique insurance brokerage just off Highway 7 in Concord, Ontario. With a heavy focus on customer service, they deliver the most comprehensive and economical insurance solutions in Personal, Commercial, Life and Travel Insurance. Providing hands-on-knowledge of insurance and risk management allows this team of professionals to respond to client's needs through commitment and dedication recognizing the importance of human capital as a key driver for their success as an organization.

This organization believes in professional, personal and social development of each team member supporting them with the tools they need to apply their expertise and provide exceptional client service in return. If you are an experienced Personal Lines Account Manager thinking about a move, this could be your next happy family.

Key Accountabilities

• Achieve performance metrics as set out by the Personal Lines Manager
• Respond promptly to phone and email enquiries ensuring a high level of service is maintained
• Review renewals and provide recommendations, comparison quotes and remarkets when necessary
• Manage and review all renewals, endorsements and claims as well as invoicing
• Issue in-house endorsements and new business on Company portals
• Prepare all supporting documents for renewals, remarkets and policy changes
• Process change requests and enter all documentation in TAM/Company portals
• Release renewals once appropriate changes are completed
• Be open to cross selling and up selling as much as possible
• Prepare new business documents to be sent for signatures, etc.
• Action all payment issues
• Maintain and complete all Company underwriting requests
• Support other members of the team when needed
• Issue pink slips when needed in addition to completing miscellaneous duties as assigned

Key Attributes/Qualifications

• Hold a valid and active RIBO License
• 5-10 years of personal insurance expertise in a brokerage setting
• Working towards or interested in pursuing a CIP and/or CAIB
• Strong communication and presentation skills
• Collaborative team player with strong interpersonal skills
• Highly organized with attention to detail
• A self-starter willing to grow with the organization
• Proficient skills in Outlook, Word and The Agency Manager (TAM)

Experienced candidates please forward your resume in confidence to or text 437-227-8719. If you are working with another DGA recruiter, feel free to ask them about this position. Only qualified applicants will be contacted.

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

Contact

Name: Danielle Alexander
Phone: [phone]
Email: [e-mail]