Personal Lines CSR

Impact Recruitment; Vaughan; Hybrid; CAD 60,000 - 76,000; Full time

Benefits offered by this job

Benefits package

Hybrid work

TSR support

Established book of business

Collaborative team

Career growth

Job summary

Impact Recruitment is partnering with a Vaughan-based insurance brokerage to recruit a seasoned Personal Lines CSR / Account Manager. The role centers on managing an established book of business, providing expert Home and Auto guidance, and delivering exceptional client service.

You will work within a collaborative team, receiving strong administrative support and benefiting from a structured hybrid environment after probation. A background in Personal Lines and RIBO licensure is essential.

Qualifications

• 5+ years of Personal Lines insurance experience.
• Active RIBO or OTL license.
• Experience managing and servicing a Personal Lines book of business.
• Strong knowledge of Home and Auto insurance.
• Excellent client relationship and customer service skills.
• Experience with EPIC and insurance company portals is an asset.
• Strong organizational and time-management skills.
• Excellent attention to detail and problem-solving abilities.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a collaborative team.
• CAIB, CIP, CPIB, or equivalent designation is an asset.

Responsibilities

• Manage and service an established Personal Lines book of business.
• Build and maintain strong, long-term client relationships.
• Provide knowledgeable advice on Home, Auto, and Personal Lines insurance.
• Handle policy changes, endorsements, renewals, cancellations, and other servicing requests.
• Respond to client inquiries by phone and email in a timely and professional manner.
• Review client needs and identify appropriate coverage opportunities.
• Prepare and process policy documentation and other client transactions.
• Maintain accurate and up-to-date client records.
• Work closely with the TSR team to ensure efficient administrative support.
• Use EPIC, insurer portals, Applied Rating Services, and Microsoft Office.
• Ensure policies and documentation are accurate and compliant.
• Deliver consistent, high-quality customer service.

Skills

Personal Lines experience

RIBO or OTL license

Client relationship

Home & Auto knowledge

EPIC experience

Organization & time management

Written & verbal communication

Education

CAIB / CIP / CPIB asset

Tools

EPIC

Applied Rating Services

Insurer portals

Job description

Our client is a well-established insurance brokerage in Vaughan and is looking to add an experiencedPersonal Lines CSR / Account Managerto their growing team.

This is aservice-focused opportunityfor a Personal Lines professional who enjoys managing an established book of business, building long-term client relationships, and providing knowledgeable insurance advice.

The role offers a dedicated book of clients, strong administrative support, and a collaborative team environment, allowing you to focus on delivering a high level of service without the pressure of building a book from scratch.

What You'll Do

• Manage and service an establishedPersonal Lines book of business
• Build and maintain strong, long-term client relationships
• Provide knowledgeable advice onHome, Auto, and Personal Linesinsurance
• Handle policy changes, endorsements, renewals, cancellations, and other servicing requests
• Respond to client inquiries by phone and email in a timely and professional manner
• Review client needs and identify appropriate coverage opportunities
• Prepare and process policy documentation and other client transactions
• Maintain accurate and up-to-date client records
• Work closely with the TSR team to ensure efficient administrative support
• Use EPIC, insurer portals, Applied Rating Services, and Microsoft Office
• Ensure policies and documentation are accurate and compliant
• Deliver consistent, high-quality customer service

What We're Looking For

• 5+ years of Personal Lines insurance experience
• ActiveRIBO or OTL license
• Experience managing and servicing a Personal Lines book of business
• Strong knowledge ofHome and Auto insurance
• Excellent client relationship and customer service skills
• Experience withEPICand insurance company portals is an asset
• Strong organizational and time-management skills
• Excellent attention to detail and problem-solving abilities
• Strong written and verbal communication skills
• Ability to work independently and as part of a collaborative team
• CAIB, CIP, CPIB, or equivalent designation is an asset

Compensation & Benefits

• $60,000–$76,000+ base salary, depending on experience
• Comprehensive benefits package
• Hybrid work arrangement:3 days in office / 2 days remoteafter probation period
• Dedicated TSR support for administrative tasks
• Established book of business
• No requirement to build a book from scratch
• Collaborative and supportive team environment
• Opportunities for continued professional growth

Why Consider This Opportunity?

• Manage anestablished Personal Lines book
• Strong focus onclient service and relationship management
• No cold calling or aggressive new business expectations
• Dedicated administrative support
• Work within a collaborative and growing Personal Lines team
• Enjoy a structuredhybrid work environment after probation period
• Opportunity to build a long-term career within an established brokerage

At Aplin — together with our brands CompuStaff, Impact Recruitment, and Vantix Systems — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.Accommodation is available upon request throughout all stages of the recruitment process.