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Personal Lines Account Manager 9854 - IW-9854
Job summary
A reputable brokerage firm in Burnaby is looking for a Personal Lines Account Manager to manage a diverse client base with a strong emphasis on customer service. The ideal candidate will have a Level 2 licence and at least 3 years of industry experience. This full-time position offers a supportive team environment and no evening or weekend work.
Qualifications
- 3+ years' experience in Auto/Personal Lines capacity.
- Strong written and oral communication skills.
- Ability to deal confidently with affluent clients.
Responsibilities
- Manage personal lines book including VIP/high net worth clients.
- Provide high-level customer service and retention.
- Respond to client inquiries and maintain accurate files.
Skills
Education
Tools
Personal Lines Account Manager 9854 – IW-9854. Date of modification: September 24, 2025. Job number: IW-9854.
An independent, busy and reputable brokerage is looking to add a well-rounded Broker to their team located in Downtown Vancouver. They are looking for an enthusiastic and confident personal lines broker to service their clients. This will be a very holistic position, as this person will also be the primary person for ICBC/Autoplan. This role is best suited for someone who thrives on giving great customer service to long standing clientele and is a team player who is willing to roll up their sleeves.
- ICBC Inventory control, batching and reconciliations
- Managing personal lines book which also includes some VIP/high net worth clients
- Invoicing renewals, new business and generating letters
- There will be Autoplan and fleet accounts to service
- Knowledge of travel insurance and selling travel products to clientele
- Retention of personal lines book and providing a high level of service
- Generating quotes, using broker portals and cross-sell/up-sell all lines of insurance
- Post-sales customer service: re-market accounts, process renewals, endorsements
- Respond to client inquiries
- Maintain accurate up-to-date files
- First to telephone. Answer/direct incoming calls in a timely manner
- Level 2 licence
- 3+ years’ industry experience: Auto/Personal Lines capacity
- General knowledge and use of Epic
- Strong and clear written and oral communication – ability to deliver technical information
- Confident and comfortable dealing with affluent individuals
- Exposure to Chubb business is not mandatory but highly regarded
- Excellent time management and organizational skills
- Team player – willing to step in and roll up your sleeves to assist as needed
- Keen to learn
Our client is providing a great opportunity for the successful candidate. They are looking to bring on a team member who will complement their organization and contribute to their positive culture. No evenings or weekends, full-time in-office position.
- City: Burnaby
- Job Type: Permanent
- Education: CAIB, CIP, CIP Partial Completion, Insurance License Level II
- Expertise: Customer Service, Customer Service - Personal, Broker-Customer Service, Broker-Personal
- Minimum experience required: 3 to 4 Years
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.