Personal Lines Account Manager

As a Personal Lines Account Manager, you are a trusted advisor, who owns and supports client relationships and understands their home and Auto needs to provide effective insurance solutions.

• Minimum of 1 year of experience in the insurance industry
• Current RIBO License in good standing
• Proven track record of maintaining and retaining clients
• Strong analytical, organizational, and time management skills
• Knowledge of Applied Systems EPIC Broker Management System is preferred
• Excellent communication skills and bringing a positive and energetic attitude
• Proficiency in cross-selling and upselling
• Experience in negotiating renewals with carriers
• CAIB or other insurance related certifications are encouraged

• Act as the primary point of contact for an assigned book of business, building and maintaining strong, long-term relationships with clients and insurers.
• Provide expert advice on insurance risks by identifying client exposures, assessing coverage needs, and developing tailored insurance solutions.
• Strategically manage policy renewals, including reviewing coverage, marketing accounts, negotiating with insurers, and optimizing terms and pricing.
• Prepare and monitor insurance submissions, proposals, and summaries of insurance, with support from Technical Assistants on binders, certificates, billing, and related documentation.
• Negotiate with insurers in partnership with Producers to secure appropriate coverage, competitive terms, and solutions aligned with client needs.
• Manage premium collection in accordance with company standards, policies, and established timelines.
• Drive portfolio growth by identifying and pursuing cross-selling, upselling, referral, and new business opportunities within existing and prospective accounts.
• Partner with Producers to deliver integrated, client-focused insurance solutions and ensure effective account management.
• Mentor and develop Junior Account Managers and Technical Assistants by providing technical guidance, coaching, and best practices in client service and account

• Commission and Bonus Structure
• Top Technology and Lead Generation Systems
• A competitive Employee Health & Dental Benefits program and RRSP program
• Flexible Working Hours & Ability to Work from Home
• Flexible Vacation Policy
• Career Mentoring Programs led by our Managing Partners
• Access to ongoing Training & Development by Insurance Leaders
• RIBO, CAIB, and other designation education reimbursement
• A dedicated Account Management Team who supports your growing book of business
• Fully paid E&O Insurance

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