Personal Lines CSR

Job summary

Manage and service an established book of Personal Lines insurance, focusing on Home and Auto policies. Handle renewals, endorsements, and client inquiries while providing professional insurance advice.

Job details

Our client is a well-established insurance brokerage in Vaughan and is looking to add an experienced Personal Lines CSR / Account Manager to their growing team. This is a service-focused opportunity for 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 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 What We're Looking For 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 Compensation & Benefits $60,000–$76,000+ base salary, depending on experience Comprehensive benefits package Hybrid work arrangement: 3 days in office / 2 days remote after 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 an established Personal Lines book Strong focus on client 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 structured hybrid 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.

What you’ll do

Manage and service an established book of Personal Lines insurance, focusing on Home and Auto policies. Handle renewals, endorsements, and client inquiries while providing professional insurance advice.

Requirements

Requires 5+ years of Personal Lines experience and an active RIBO or OTL license. Proficiency with EPIC and strong customer service skills are essential, with CAIB, CIP, or CPIB designations considered an asset.

Benefits

• Comprehensive benefits package • Hybrid work arrangement • Dedicated TSR support • Professional growth opportunities

Listed skills

• Time management · Preferred
• Customer service · Preferred
• written communication · Preferred
• Problem solving · Preferred
• Account Management · Preferred
• Microsoft Office · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Lines Insurance
• Account Management
• Client Relationship Management
• Home Insurance
• Auto Insurance
• EPIC
• Applied Rating Services
• Microsoft Office
• Policy Servicing
• Customer Service
• Time Management
• Problem Solving
• Written Communication
• Verbal Communication

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales