Personal Lines Account Manager

Personal Lines Account Manager

We are seeking a Personal Lines Account Manager who excels in providing comprehensive client service. In this role, you will manage a portfolio of accounts and support clients with their personal insurance needs. You will be a key point of contact, ensuring client retention through expert advice and efficient policy management.

• Expert Client Service:
  Deliver comprehensive, professional service to a diverse portfolio of personal lines clients.
• Portfolio Management:
  Manage renewals, process endorsements, and handle account inquiries with precision.
• Risk Assessment:
  Evaluate client needs and risk exposures to recommend tailored insurance solutions.
• Claims Support:
  Confidently guide clients through the claims process, acting as a supportive advocate.
• Collaboration:
  
  Work closely with producers, insurance partners, and internal teams to ensure seamless service.
• Documentation:
  Prepare insurance applications, proposals, and accurate policy documentation.

• Licensing:
  Active RIBO license in good standing is required.
• Experience:
  
  3+ years of experience within a Personal Lines brokerage environment.
• Technical
  
  Skills:
  
  Proficiency in Microsoft Office (Word and Excel).
• Experience with EPIC, Compu-Quote, and various broker portals is considered a strong asset.
• Interpersonal
  
  Skills:
  
  A collaborative team player with a strong work ethic.
• Excellent communication, presentation, and negotiation skills.
• Strong commitment to professionalism and high service standards.

• Compensation: $50,000 – $100,000 per year + commission incentives and potential performance-based bonuses + Matching Group RRSP contributions.
• Work-Life Balance:
  Hybrid work flexibility and two paid personal days each year.
• Health & Wellness:
  Comprehensive group health benefits including an Employee Family Assistance Program (EFAP).
• Professional Growth:
  Reimbursement for professional membership fees (RIBO, IBAO, IIC) and ongoing educational support.
• Commuter Perks:
  Free parking and professional office space.

• Hours:
  
  35 hours per week.
• Work Environment:
  Professional, engaging, and collaborative.