Account Manager - Personal and Commercial Lines
About the role
Job Title: Account Manager - Personal and Commercial Lines
Location: 505 Hwy 7, Thornhill, ON L3T 7T1
Employment Type: Full-time / Permanent / Hybrid Role
Who we are:
Established in 2008, My Insurance Broker is a proud family-owned and Canadian-operated brokerage. As one of Ontario's fastest-growing online brokerages, we have forged strong partnerships with Canada's leading insurance companies. With multiple offices across Southern Ontario and a dedicated support center in Richmond Hill, we are committed to delivering superior pricing, comprehensive coverage, and exceptional service to our clients.
About the role:
In this role, you will be responsible for managing and growing a portfolio of personal lines and commercial lines clients by building strong relationships, processing policy changes, and providing tailored insurance solutions. This role involves proactive client engagement, networking to generate leads, and collaborating with team members to achieve company goals. The Account Manager will ensure client satisfaction through timely responses, problem-solving, and strategic upselling and cross-selling opportunities.
What you’ll be doing:
- Maintain strong, professional relationships with clients, brokers, insurance company representatives, and team members through clear communication and timely responses
- Manage a book of business with a mix of personal and commercial insurance accounts, identifying opportunities for cross-selling and upselling to maximize revenue and client satisfaction.
- Generate and pursue leads through cold calling, networking, and referrals to maintain a strong sales pipeline.
- Process policy changes, endorsements, and renewals promptly and accurately.
- Provide value by offering new coverages, identifying exposures, and advising clients on the best solutions for their business.
- Complete all necessary documentation accurately on technology platforms for marketing purposes.
- Discuss and set payment terms, actively managing accounts receivables.
- Keep current client files organized and up-to-date.
- Conduct annual renewal reviews with clients and provide recommendations, if required.
- Create and update new business and renewal submissions and market existing business if required.
- Negotiate coverages, rates and premiums with insurance underwriters and MIB clients.
- Review inspection reports and follow up for outstanding recommendations.
- Work closely with colleagues across departments to drive company objectives, fostering a collaborative and supportive team environment.
- Perform other duties as required to support the team and business objectives.
What we need you to bring:
- Minimum College or University level Degree/Undergraduates Degree or comparable experience
- Minimum 3 years of successful broker experience with personal lines and commercial lines at an Insurance Brokerage and/or Insurance company in a similar role and/or with similar duties and responsibilities
- RIBO Licence
- Proficient with insurance policy systems as well as MS Office, specifically Excel, Word, and Outlook
- Experience working with company portals and Broker Management System (EPIC) is an asset.
- CIP or CAIB Certification or working towards its completion
My Insurance Broker is an equal opportunity employer committed to fostering an inclusive, respectful, and diverse workplace. We are committed to providing accommodation upon request for applicants and employees with disabilities, in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of our hiring process, please inform us and we will work with you to meet your needs.
We thank all candidates for their interest, however, only those selected for an interview will be contacted.
About My Insurance Broker
We are a family business that is 100% Canadian owned and operated. Established in August 2008, My Insurance Broker is now one of Ontario’s fastest growing online and community-dedicated brokerages. Today, we span across all of Southern Ontario. Richmond Hill and Toronto is home to our support centre, where we have developed powerful and trusting relationships with all of Canada’s largest insurance companies, including CAA, Aviva, and Intact.
We have offices conveniently located across the GTA: Brampton, Mississauga, Richmond Hill and Toronto; we are also conveniently located in Windsor, Hamilton, Kitchener, and London. In order to better serve you, we are continuing to expand to communities near you.
Better Pricing + Better Coverage + Better Service.
Call or visit our website for more information on how you can start saving.
Account Manager - Personal and Commercial Lines
About the role
Job Title: Account Manager - Personal and Commercial Lines
Location: 505 Hwy 7, Thornhill, ON L3T 7T1
Employment Type: Full-time / Permanent / Hybrid Role
Who we are:
Established in 2008, My Insurance Broker is a proud family-owned and Canadian-operated brokerage. As one of Ontario's fastest-growing online brokerages, we have forged strong partnerships with Canada's leading insurance companies. With multiple offices across Southern Ontario and a dedicated support center in Richmond Hill, we are committed to delivering superior pricing, comprehensive coverage, and exceptional service to our clients.
About the role:
In this role, you will be responsible for managing and growing a portfolio of personal lines and commercial lines clients by building strong relationships, processing policy changes, and providing tailored insurance solutions. This role involves proactive client engagement, networking to generate leads, and collaborating with team members to achieve company goals. The Account Manager will ensure client satisfaction through timely responses, problem-solving, and strategic upselling and cross-selling opportunities.
What you’ll be doing:
- Maintain strong, professional relationships with clients, brokers, insurance company representatives, and team members through clear communication and timely responses
- Manage a book of business with a mix of personal and commercial insurance accounts, identifying opportunities for cross-selling and upselling to maximize revenue and client satisfaction.
- Generate and pursue leads through cold calling, networking, and referrals to maintain a strong sales pipeline.
- Process policy changes, endorsements, and renewals promptly and accurately.
- Provide value by offering new coverages, identifying exposures, and advising clients on the best solutions for their business.
- Complete all necessary documentation accurately on technology platforms for marketing purposes.
- Discuss and set payment terms, actively managing accounts receivables.
- Keep current client files organized and up-to-date.
- Conduct annual renewal reviews with clients and provide recommendations, if required.
- Create and update new business and renewal submissions and market existing business if required.
- Negotiate coverages, rates and premiums with insurance underwriters and MIB clients.
- Review inspection reports and follow up for outstanding recommendations.
- Work closely with colleagues across departments to drive company objectives, fostering a collaborative and supportive team environment.
- Perform other duties as required to support the team and business objectives.
What we need you to bring:
- Minimum College or University level Degree/Undergraduates Degree or comparable experience
- Minimum 3 years of successful broker experience with personal lines and commercial lines at an Insurance Brokerage and/or Insurance company in a similar role and/or with similar duties and responsibilities
- RIBO Licence
- Proficient with insurance policy systems as well as MS Office, specifically Excel, Word, and Outlook
- Experience working with company portals and Broker Management System (EPIC) is an asset.
- CIP or CAIB Certification or working towards its completion
My Insurance Broker is an equal opportunity employer committed to fostering an inclusive, respectful, and diverse workplace. We are committed to providing accommodation upon request for applicants and employees with disabilities, in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of our hiring process, please inform us and we will work with you to meet your needs.
We thank all candidates for their interest, however, only those selected for an interview will be contacted.
About My Insurance Broker
We are a family business that is 100% Canadian owned and operated. Established in August 2008, My Insurance Broker is now one of Ontario’s fastest growing online and community-dedicated brokerages. Today, we span across all of Southern Ontario. Richmond Hill and Toronto is home to our support centre, where we have developed powerful and trusting relationships with all of Canada’s largest insurance companies, including CAA, Aviva, and Intact.
We have offices conveniently located across the GTA: Brampton, Mississauga, Richmond Hill and Toronto; we are also conveniently located in Windsor, Hamilton, Kitchener, and London. In order to better serve you, we are continuing to expand to communities near you.
Better Pricing + Better Coverage + Better Service.
Call or visit our website for more information on how you can start saving.