Team Lead – Personal Lines

David Aplin Recruiting; Markham; Hybrid; CAD 80,000 - 100,000; Full time

Benefits offered by this job

Hybrid work arrangement – 4 days in, 1

Employer-paid health and dental

Long-term disability

Career growth opportunities

Job summary

David Aplin Recruiting is helping an established Ontario insurance brokerage hire a Team Lead – Personal Lines / Private Client & Group to lead a team of Personal Lines Account Managers/CSRs and pursue Group and High-Net-Worth opportunities.

The role blends team leadership with business development, private client engagement, and insurer relationships, with a hybrid in-office/remote schedule.

Qualifications

• 5–7+ years of Personal Lines insurance experience.
• Active RIBO license.
• Previous team leadership or management experience.
• Strong understanding of Personal Lines products, underwriting practices, and insurance markets.
• Experience with Group quoting/business development is an asset.
• Exposure to Private Client / High-Net-Worth insurance is preferred.
• Experience working with multiple insurance carriers and markets.
• Strong relationship management and business development abilities.
• Excellent communication, presentation, negotiation, and interpersonal skills.
• Strong analytical, organizational, and problem-solving abilities.

Responsibilities

• Lead, support, and motivate a team of approximately 5 experienced Personal Lines Account Managers/CSRs.
• Serve as the escalation point for complex client, coverage, and service issues.
• Provide guidance and support to team members while promoting a collaborative and accountable environment.
• Monitor team performance, attendance, and vacation schedules.
• Communicate management initiatives and key information to the broader Personal Lines team.
• Support future recruitment, onboarding, and training initiatives.
• Help ensure high standards of client service, retention, and operational performance.
• Manage and grow existing Group insurance relationships.
• Serve as a key liaison between the brokerage and Group clients.
• Handle Group quoting opportunities and coordinate submissions with insurers.
• Develop relationships with Group contacts and identify opportunities for additional business.
• Support inbound opportunities generated through existing relationships and referrals.
• Attend approximately 2–3 industry conferences and events per year to network, generate leads, and strengthen relationships.
• Identify opportunities for client retention, account rounding, cross-selling, and portfolio growth.
• Develop new Group relationships through referrals, networking, and professional connections.
• Act as an internal resource for Private Client and high-net-worth Personal Lines opportunities.
• Coordinate submissions with specialty markets and insurers.
• Work with markets such as Chubb, Ovation, and Prestige.
• Review opportunities submitted by producers and determine the appropriate market.
• Obtain and communicate quotes and coverage options back to producers.
• Build and maintain relationships with high-net-worth markets and insurance partners.
• Support sophisticated insurance solutions for high-value homes, automobiles, recreational vehicles, collections, jewellery, art, watercraft, excess liability, and other complex personal assets.

Skills

Team leadership

Personal Lines insurance

Relationship management

Business development

Communication

Multi-market experience

Networking

Power Broker (system)

Tools

Power Broker

Job description

Our client is a well-established insurance brokerage looking for an experienced Team Lead – Personal Lines / Private Client & Group to join their growing team.

This is a unique opportunity combining team leadership, business development, Group insurance, and Private Client support. You’ll lead a team of experienced Personal Lines Account Managers/CSRs while also acting as a key resource for Group opportunities and high-net-worth Personal Lines business.

The ideal candidate will be an established Personal Lines professional with strong communication skills, leadership experience, and a proactive approach to relationship management and business development.

What You’ll Do

Team Leadership

• Lead, support, and motivate a team of approximately 5 experienced Personal Lines Account Managers/CSRs
• Serve as the escalation point for complex client, coverage, and service issues
• Provide guidance and support to team members while promoting a collaborative and accountable environment
• Monitor team performance, attendance, and vacation schedules
• Communicate management initiatives and key information to the broader Personal Lines team
• Support future recruitment, onboarding, and training initiatives
• Help ensure high standards of client service, retention, and operational performance

Group Business Development

• Manage and grow existing Group insurance relationships
• Serve as a key liaison between the brokerage and Group clients
• Handle Group quoting opportunities and coordinate submissions with insurers
• Develop relationships with Group contacts and identify opportunities for additional business
• Support inbound opportunities generated through existing relationships and referrals
• Attend approximately 2–3 industry conferences and events per year to network, generate leads, and strengthen relationships
• Identify opportunities for client retention, account rounding, cross-selling, and portfolio growth
• Develop new Group relationships through referrals, networking, and professional connections

Private Client / High-Net-Worth

• Act as an internal resource for Private Client and high-net-worth Personal Lines opportunities
• Coordinate submissions with specialty markets and insurers
• Work with markets such as Chubb, Ovation, and Prestige
• Review opportunities submitted by producers and determine the appropriate market
• Obtain and communicate quotes and coverage options back to producers
• Build and maintain relationships with high-net-worth markets and insurance partners
• Support sophisticated insurance solutions for high-value homes, automobiles, recreational vehicles, collections, jewellery, art, watercraft, excess liability, and other complex personal assets

This is not a traditional cold-calling sales role. The focus is primarily on developing business through existing relationships, referrals, Group partnerships, and networking.

What We’re Looking For

• 5–7+ years of Personal Lines insurance experience
• Active RIBO license
• Previous team leadership or management experience
• Strong understanding of Personal Lines products, underwriting practices, and insurance markets
• Experience with Group quoting/business development is an asset
• Exposure to Private Client / High-Net-Worth insurance is preferred
• Experience working with multiple insurance carriers and markets
• Strong relationship management and business development abilities
• Excellent communication, presentation, negotiation, and interpersonal skills
• Strong analytical, organizational, and problem-solving abilities
• Comfortable managing multiple priorities in a fast-paced environment
• Strong insurance management system and computer skills
• Proactive, outgoing, entrepreneurial, and team-oriented personality

Compensation & Benefits

• $80,000–$100,000 base salary, depending on experience
• Additional earning potential through eligible personal new business
• Employer-paid health and dental benefits
• Long-term disability coverage
• Hybrid work arrangement – 4 days in office / 1 day remote
• Collaborative and supportive team environment
• Opportunities for long-term career growth

Why Consider This Opportunity?

• Step into a leadership role without being removed from the insurance business
• Lead an experienced Personal Lines team while maintaining strong industry exposure
• Combine management, Group business development, and Private Client responsibilities
• Work with respected high-net-worth insurance markets
• Build and strengthen relationships with Group clients and referral partners
• Opportunity to attend industry conferences and networking events
• Strong autonomy and ability to make an impact within an established team
• Growing brokerage with opportunities for future advancement

The Ideal Candidate

This role would be particularly well suited to a Senior Personal Lines Broker, Personal Lines Team Lead, Personal Lines Manager, or experienced Account Manager who is ready to take on greater leadership responsibility while remaining involved in client relationships, business development, and specialty insurance.

The client is ultimately looking for someone with the right leadership ability, personality, work ethic, and industry foundation. Specific systems such as Power Broker can be learned by the right candidate.

We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives.

Accommodation is available upon request throughout all stages of the recruitment process.