Personal Lines Insurance Advisor - Trusted Client Partner

Harbinger Network Inc.; St. Catharines; On-site; CAD 60,000 - 80,000; Full time

Job summary

A reputable insurance brokerage in the Niagara region is seeking an experienced Personal Lines Account Manager. You will serve as a trusted advisor, building strong client relationships and providing personalized insurance solutions. Responsibilities include developing client connections, handling service calls, and maintaining documentation. The role requires a RIBO license and a minimum of 3 years of experience in personal lines insurance. The position offers a competitive compensation package, with benefits including 4 weeks of vacation and support for continuing education.

Benefits

Competitive compensation package

4 weeks' vacation

RRSP matching program

Support for Continuing Education

Collaborative team culture

Qualifications

• Must hold a RIBO license.
• Minimum 3 years of personalized insurance experience in a brokerage.
• Strong organizational and communication skills essential.

Responsibilities

• Develop and maintain solid client relationships.
• Assist in building the book of business through new sales.
• Handle incoming customer service calls.
• Retain clear documentation and records.
• Commit to expanding insurance industry knowledge.

Skills

Strong organizational skills

Strong communication skills

Ability to thrive in a busy environment

Education

RIBO license

3 years of personal lines experience

Tools

Compuquote

EPIC

Job description

A reputable insurance brokerage in the Niagara region is seeking an experienced Personal Lines Account Manager. You will serve as a trusted advisor, building strong client relationships and providing personalized insurance solutions. Responsibilities include developing client connections, handling service calls, and maintaining documentation. The role requires a RIBO license and a minimum of 3 years of experience in personal lines insurance. The position offers a competitive compensation package, with benefits including 4 weeks of vacation and support for continuing education.