Personal Lines Account Manager - Insurance

JobsMedia.io; North Bay; On-site; CAD 50,000 - 70,000; Full time

Job summary

Hello World Recruitment is seeking a Personal Lines Account Manager for a North Bay, ON brokerage. You will manage a book of personal lines, renewals, quotes, and client relationships while driving growth.

Ideal candidates have 3–5 years of personal insurance account management, brokerage software experience, and strong communication skills. Proficiency in MS Outlook, Excel, and Word is expected, with a collaborative, client-focused approach.

Qualifications

• 3–5 years of experience in personal insurance account management.
• Experience with brokerage management systems.
• Strong knowledge of insurance carriers.
• Excellent interpersonal, communication, and organizational skills.

Responsibilities

• Client Service & Support: Respond quickly and professionally to telephone, email, and fax inquiries while ensuring the highest level of service.
• Account Management: Review renewals, provide quotes, and remarket policies as necessary to keep the portfolio competitive.
• Cross-Selling & Up-Selling: Identify and act on opportunities to cross-sell and up-sell products to maximize account growth.
• Claims & Endorsements: Handle endorsements, renewals, and claims, ensuring all necessary documentation is processed through EPIC and company portals.

Tools

MS Outlook

Excel

Word

Job description

At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.

We’re looking for a Personal Lines Account Manager to join a fast-growing team with a brokerage in North Bay, ON. This role will be responsible for managing a book of personal lines business, helping to drive growth while maintaining strong relationships with existing clients.

3 Reasons To Apply

• Join a reputable brokerage that values personal growth and offers career development opportunities.
• Competitive compensation package with benefits, RRSP matching, and more.
• Fun team environment close-knit team that understands the need for opportunites to have fun.

Responsibilities

• Client Service & Support: Respond quickly and professionally to telephone, email, and fax inquiries while ensuring the highest level of service.
• Account Management: Review renewals, provide quotes, and remarket policies as necessary to keep the portfolio competitive.
• Cross-Selling & Up-Selling: Identify and act on opportunities to cross-sell and up-sell products to maximize account growth.
• Claims & Endorsements: Handle endorsements, renewals, and claims, ensuring all necessary documentation is processed through EPIC and company portals.

Desired Skills

• Minimum 3-5 years of experience in personal insurance account management.
• Experience wiht brokerage management systems.
• Strong knowledge of insurance carriers.
• Excellent interpersonal, communication, and organizational skills.
• Proficient in MS Outlook, Excel, and Word.