Private Client Services Account Manager (Personal Insurance)

Job summary

Manage a portfolio of private client insurance accounts, handling renewals, endorsements, and risk exposure assessments. Work with producers and insurance partners to advise clients on coverage needs and build strong client relationships.

Job details

About Us KRGinsure, a trusted tradename of RRJ Insurance Group Limited., with over a century of heritage (est. 1906), is one of Ontario’s leading brokerages with branch offices across Southern Ontario. We pride ourselves on tailored solutions, strong market relationships, and dedicated claims support. Position Summary The Private Client Services (PCS) Account Manager plays a key role in managing a diverse portfolio and works closely with a collaborative team of professionals, including producers and insurance partners. You will handle renewals, process endorsements, assess risk exposures, and provide expert insurance advice to our valued clients. Position type: Full-time, permanent Role status: New Location: Toronto Knowledge, Skills and Requirements: Licensing & Education Active RIBO license in good standing (required) Professional designations such as CAIB, CIP, etc., considered an asset Industry Experience 5+ years of Personal Lines insurance experience, with preference of experience in servicing high-value homes and automobiles Familiar with insurers such as Chubb, Aviva Ovation, Intact Prestige (GCNA), Northbridge Onyx, or Pure Insurance is considered an asset Experience with EPIC is considered an asset Technical & Analytical Skills Proficient in Microsoft Office (Word, Excel) Strong organizational skills with attention to detail Proven ability to identify coverage needs and round-out accounts effectively Interpersonal Skills Excellent interpersonal, presentation, communication, and negotiation skills Demonstrated sales ability and client relationship-building skills Team player with a strong work ethic Committed to delivering professionalism and expertise to clients Compensation Range: $65,000 to $115,000 Compensation is based on a full-time 35-hour work week and will be dependent upon the successful candidate’s qualifications and experience, with consideration given to internal equity. It includes variable commissions and potential performance-based bonus. We offer an attractive compensation package and commission incentives, plus: Hybrid work flexibility Matching Group RRSP contributions Two paid personal days each year EFAP available through our group health benefits Professional membership fees (including RIBO, IBAO, IIC) Professional development and educational reimbursement Free parking and professional office space RRJ Insurance Group Ltd. is an equal opportunity employer and is committed to a workplace reflecting the diversity of the communities it serves. While we thank all applicants for their interest, only those selected for an interview will be contacted. If contacted for an interview, please inform us should an accommodation be required. RRJ does not use AI to screen and/or assess candidate applications.

What you’ll do

Manage a portfolio of private client insurance accounts, handling renewals, endorsements, and risk exposure assessments. Work with producers and insurance partners to advise clients on coverage needs and build strong client relationships.

Requirements

An active RIBO license in good standing and at least five years of Personal Lines insurance experience are required, with high-value home and automobile experience preferred. Strong organizational, analytical, communication, negotiation, sales, and client relationship skills are expected; CAIB or CIP designations, experience with specified insurers, and EPIC experience are assets.

Benefits

• Hybrid Work Flexibility
• Matching Group RRSP Contributions
• Two Paid Personal Days Each Year
• Employee and Family Assistance Program
• Professional Membership Fees
• Professional Development and Educational Reimbursement
• Free Parking
• Professional Office Space
• Commission Incentives
• Performance-Based Bonus Potential

Listed skills

• Organization · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Sales · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Microsoft Word · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Lines Insurance
• High-Value Home and Automobile Insurance
• Renewal Management
• Endorsement Processing
• Risk Assessment
• Insurance Coverage Analysis
• Account Rounding
• Client Relationship Management
• Sales
• Negotiation
• Communication
• Presentation
• Organization
• Attention to Detail
• Microsoft Word
• Microsoft Excel

Job areas

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

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