Personal Lines Account Manager (Insurance) - IW-9829

DGA Careers; Canada; Remote; CAD 60,000 - 80,000; Full time

Job summary

A boutique insurance brokerage in Concord, Ontario, is seeking a Personal Lines Account Manager. The ideal candidate must possess 5-10 years of personal insurance experience and a valid RIBO License. Responsibilities include managing renewals, endorsements, and claims while achieving performance metrics. Strong communication and organizational skills are essential. Join a team that supports personal and professional development.

Qualifications

• 5-10 years of personal insurance experience in a brokerage setting.
• Must hold a valid and active RIBO License.
• Willingness to grow with the organization.

Responsibilities

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

Skills

Strong communication skills

Presentation skills

Attention to detail

Team player

Organizational skills

Education

Active RIBO License

CIP or CAIB (pursuing)

Tools

Outlook

Word

The Agency Manager (TAM)

Job description

Job Overview

Our client is a boutique insurance brokerage in Concord, Ontario, delivering comprehensive and economical insurance solutions in Personal, Commercial, Life, and Travel Insurance.

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.

Responsibilities

The Personal Lines Account Manager will be responsible for achieving performance metrics, responding to phone and email enquiries, reviewing renewals, and managing all renewals, endorsements, and claims.

• 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

Qualifications

The ideal candidate will have a valid and active RIBO License, 5-10 years of personal insurance expertise in a brokerage setting, and strong communication and presentation skills.

• 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)

To apply, please forward your resume in confidence or text 437-227-8719.

DGA Careers is an equal opportunities employer and welcomes applications from diverse candidates.