Personal Lines Team Lead

Job summary

Lead and support a six-person personal lines account management team, handling coaching, day-to-day coordination, escalations, recruitment, and training. Manage relationships with group and affinity clients, oversee group quoting, and support private client submissions and business growth.

Job details

Job Description Our Clients is partnering with a well-established independent insurance brokerage on a new leadership opportunity. This role combines team leadership, group relationship management and private client marketing, and it offers real income upside beyond base salary. About the Role You will lead an established team of six personal lines account managers, four of whom are long-tenured and highly independent and take ownership of the brokerage's Group and Private Client portfolios. You will be a supportive guide rather than a micromanager, and you will report to a senior leader alongside other team leads. What You'll Do Team Leadership Lead, mentor and support a personal lines account management team, with light-touch coaching and guidance Manage day-to-day team matters such as vacation scheduling and coverage, and keep everyone informed and aligned Serve as first-level escalation for complex accounts, coverage questions and client issues Help with recruitment, onboarding and training Group Act as the main relationship holder for the brokerage's affinity and group clients, including managers and key stakeholders Represent the brokerage at networking events, industry functions and group client events (typically two or three a year) Oversee group quoting, with support from other team members Pursue new group opportunities if you're entrepreneurial. This is a bonus rather than the primary function, and it carries additional commission Private Client Act as the liaison between the brokerage's producers and premier high-net-worth carriers for quote submissions Review submissions, spot gaps or missing information, and guide producers on what the carriers will require Support the account manager who services existing private client house accounts Help grow the private client book through referrals and existing relationships What You Bring Active RIBO license 5–7 years of personal lines experience in a brokerage environment. Direct writer-only backgrounds are not a fit. Prior leadership, team lead or management experience Familiarity with high-net-worth or premier personal lines carriers (Chubb, Ovation, Prestige or similar). Deep expertise isn't required, but you should understand what these carriers offer and what they ask for. Understanding of how group and affinity programs work is an asset Strong interpersonal skills: personable, comfortable meeting people at events, and able to build trust with group leaders Leadership presence and a collaborative, supportive style Solid analytical, organizational and problem-solving skills, and comfort with insurance management systems Compensation & Perks Base salary of approximately $90,000–$100,000, with flexibility depending on experience Uncapped earning potential: commission of 40% on new business and 25% on renewals for business you bring in and manage. Extra income on new groups established Company-paid health and dental after three months Work Arrangement Hybrid: four days a week in the office, including Mondays and Fridays. Full-time in office initially during onboarding. Our Client has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, Our Client is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

What you’ll do

Lead and support a six-person personal lines account management team, handling coaching, day-to-day coordination, escalations, recruitment, and training. Manage relationships with group and affinity clients, oversee group quoting, and support private client submissions and business growth.

Requirements

Requires an active RIBO license, 5–7 years of personal lines brokerage experience, and prior leadership experience; direct-writer-only backgrounds are not suitable. Candidates should have familiarity with premier or high-net-worth personal lines carriers, strong interpersonal and organizational skills, and comfort using insurance management systems.

Benefits

• Company-Paid Health Insurance
• Company-Paid Dental Insurance

Listed skills

• Problem solving · Preferred
• Training · Preferred
• Account Management · Preferred
• Team Leadership · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Team Leadership
• Mentoring And Coaching
• Personal Lines Insurance
• Account Management
• Group Relationship Management
• Private Client Marketing
• High-Net-Worth Insurance
• Group Quoting
• Client Relationship Building
• Recruitment And Onboarding
• Training
• Problem-Solving
• Analytical Skills
• Organizational Skills
• Insurance Management Systems
• RIBO Licensing

Job areas

• Management & Leadership
• Customer Service & Support
• Sales
• Finance & Accounting

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