Personal Lines Account Manager

Job summary

Manage a portfolio of personal lines insurance accounts, focusing on client retention and professional service. Responsibilities include processing renewals, evaluating risk exposures, and guiding clients through the claims process.

Job details

Job Description We are seeking a Personal Lines Account Manager who excels in providing comprehensive client service. In this role, you will manage a portfolio of accounts and support clients with their personal insurance needs. You will be a key point of contact, ensuring client retention through expert advice and efficient policy management. Key Responsibilities Expert Client Service: Deliver comprehensive, professional service to a diverse portfolio of personal lines clients. Portfolio Management: Manage renewals, process endorsements, and handle account inquiries with precision. Risk Assessment: Evaluate client needs and risk exposures to recommend tailored insurance solutions. Claims Support: Confidently guide clients through the claims process, acting as a supportive advocate. Collaboration: Work closely with producers, insurance partners, and internal teams to ensure seamless service. Documentation: Prepare insurance applications, proposals, and accurate policy documentation. Requirements & Qualifications Licensing: Active RIBO license in good standing is required. Experience: 3+ years of experience within a Personal Lines brokerage environment. Technical Skills: * Proficiency in Microsoft Office (Word and Excel). Experience with EPIC, Compu-Quote, and various broker portals is considered a strong asset. Interpersonal Skills: * A collaborative team player with a strong work ethic. Excellent communication, presentation, and negotiation skills. Strong commitment to professionalism and high service standards. Why Join Us? (Benefits) Compensation: 💰 $50,000 – $100,000 per year + commission incentives and potential performance-based bonuses + Matching Group RRSP contributions. Work-Life Balance: Hybrid work flexibility and two paid personal days each year. Health & Wellness: Comprehensive group health benefits including an Employee Family Assistance Program (EFAP). Professional Growth: Reimbursement for professional membership fees (RIBO, IBAO, IIC) and ongoing educational support. Commuter Perks: Free parking and professional office space. Additional Information Hours: 35 hours per week. Work Environment: Professional, engaging, and collaborative. Contact: If this role sounds like a good fit for you, please reach out directly at [email protected] to learn more.

What you’ll do

Manage a portfolio of personal lines insurance accounts, focusing on client retention and professional service. Responsibilities include processing renewals, evaluating risk exposures, and guiding clients through the claims process.

Requirements

Requires an active RIBO license and at least 3 years of experience in a personal lines brokerage environment. Proficiency in Microsoft Office and experience with EPIC or Compu-Quote is highly valued.

Benefits

• Commission incentives • Performance-based bonuses • Matching Group RRSP contributions • Hybrid work flexibility • Two paid personal days • Comprehensive group health benefits • Employee Family Assistance Program (EFAP) • Reimbursement for professional membership fees • Ongoing educational support • Free parking

Listed skills

• Customer service · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Service
• Portfolio Management
• Risk Assessment
• Claims Support
• Policy Management
• Microsoft Office
• EPIC
• Compu-Quote
• Negotiation
• Communication
• Presentation
• Insurance Documentation

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales