Team Lead – Personal Lines

Our client is a well-established insurance brokerage looking for an experienced Team Lead – Personal Lines / Private Client & Group to join their growing team. This is a unique opportunity combining team leadership, business development, Group insurance, and Private Client support. You’ll lead a team of experienced Personal Lines Account Managers/CSRs while also acting as a key resource for Group opportunities and high-net-worth Personal Lines business.

The ideal candidate will be an established Personal Lines professional with strong communication skills, leadership experience, and a proactive approach to relationship management and business development.

• Lead, support, and motivate a team of approximately 5 experienced Personal Lines Account Managers/CSRs
• Serve as the escalation point for complex client, coverage, and service issues
• Provide guidance and support to team members while promoting a collaborative and accountable environment
• Monitor team performance, attendance, and vacation schedules
• Communicate management initiatives and key information to the broader Personal Lines team
• Support future recruitment, onboarding, and training initiatives
• Help ensure high standards of client service, retention, and operational performance

• Manage and grow existing Group insurance relationships
• Serve as a key liaison between the brokerage and Group clients
• Handle Group quoting opportunities and coordinate submissions with insurers
• Develop relationships with Group contacts and identify opportunities for additional business
• Support inbound opportunities generated through existing relationships and referrals
• Attend approximately 2–3 industry conferences and events per year to network, generate leads, and strengthen relationships
• Identify opportunities for client retention, account rounding, cross‑selling, and portfolio growth
• Develop new Group relationships through referrals, networking, and professional connections

This is not a traditional cold‑calling sales role. The focus is primarily on developing business through existing relationships, referrals, Group partnerships, and networking.

• Act as an internal resource for Private Client and high-net-worth Personal Lines opportunities
• Coordinate submissions with specialty markets and insurers
• Work with markets such as Chubb, Ovation, and Prestige
• Review opportunities submitted by producers and determine the appropriate market
• Obtain and communicate quotes and coverage options back to producers
• Build and maintain relationships with high-net-worth markets and insurance partners
• Support sophisticated insurance solutions for high‑value homes, automobiles, recreational vehicles, collections, jewellery, art, watercraft, excess liability, and other complex personal assets

• 5–7+ years of Personal Lines insurance experience
• Active RIBO license
• Previous team leadership or management experience
• Strong understanding of Personal Lines products, underwriting practices, and insurance markets
• Experience with Group quoting/business development is an asset
• Exposure to Private Client / High‑Net‑Worth insurance is preferred
• Experience working with multiple insurance carriers and markets
• Strong relationship management and business development abilities
• Excellent communication, presentation, negotiation, and interpersonal skills
• Strong analytical, organizational, and problem‑solving abilities
• Comfortable managing multiple priorities in a fast‑paced environment
• Strong insurance management system and computer skills
• Proactive, outgoing, entrepreneurial, and team‑oriented personality

• $80,000–$100,000 base salary, depending on experience
• Additional earning potential through…