Personal Lines Account Manager - Insurance

JobsMedia.io; North Bay; On-site; CAD 55,000 - 75,000; Full time

Job summary

Hello World Recruitment in North Bay, ON is seeking a Personal Lines Account Manager to join a fast-growing brokerage. You will manage a book of personal lines, renewals, and endorsements, while maintaining strong client relationships and driving portfolio growth.

The role emphasizes client service, renewal reviews, quotes, and cross-selling to maximize opportunities within a busy book of business.

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.
• Proficient in MS Outlook, Excel, and Word.

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.

Skills

Client service

Account management

Cross-selling

MS Outlook

Excel

Word

Tools

Brokerage management systems

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 an 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.