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Team Lead – Personal Lines

Job in Markham, Ontario, Canada
Listing for: Impact Recruitment
Full Time position
Listed on 2026-10-10
Job specializations:
  • Insurance
    Insurance Sales, BD Manager
  • Sales
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 80000 - 100000 CAD Yearly CAD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

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.

What You’ll Do
Team Leadership

  • 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
  • Group Business Development

  • 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.

    Private Client / High-Net-Worth

  • 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
  • What We’re Looking For

  • 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
  • Compensation & Benefits

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