Personal Lines Insurance Account Manager
Job in
Campbellford, Ontario, K0L 0C4, Canada
Listed on 2026-11-01
Listing for:
Whitley Newman Insurance & Financial Services
Full Time
position Listed on 2026-11-01
Job specializations:
-
Insurance
Insurance Agent & Advisor, Insurance Sales, Property Insurance -
Sales
Insurance Sales
Job Description & How to Apply Below
Personal Lines Insurance Account Manager with R.I.B.O. expertise will advise clients, manage renewals, and deliver responsive service at Whitley Newman Insurance & Financial Services.
This Account Manager maintains a personal lines book of business while generating new business and supporting producer activities. The work includes client education, coverage recommendations, cross selling, policy servicing, and detailed documentation. Strong communication, organization, and attention to detail are central to serving clients effectively.
Key Responsibilities:- Maintain a personal lines book of business
- Inform clients about insurance options and coverage details
- Review renewals, recommendations, and comparison quotes
- Process policy changes, claims, notices, and cancellations
- Document client conversations and attachments in EPIC
- Minimum three years of insurance experience
- Required R.I.B.O. qualification
- Preferably pursuing C.I.P. or C.A.I.B. designation
- Strong interpersonal, presentation, and communication skills
- Proficiency in Outlook, Word, and EPIC
Use personal lines expertise, renewal review, and EPIC proficiency to support clients and business growth as Account Manager.
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