Closed listing
Personal Lines Account Manager
- Toronto, ON, Canada
Internship
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Internship
- Closing date
- Experience
- Experience: 3+ years of experience within a Personal Lines brokerage environment.
- Working hours
- 35 hours per week
- Posting language
- English
- Posted
Similar jobs hiring now
Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
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.
Key Responsibilities
- 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.
More about this job
Responsibilities
Manage a portfolio of personal lines accounts by handling renewals, endorsements, inquiries, risk assessments, and tailored insurance recommendations. Support clients through claims, prepare accurate applications and policy documents, and collaborate with producers, insurance partners, and internal teams to maintain high service standards and client retention.
Requirements
An active RIBO license in good standing and at least three years of experience in a personal lines brokerage environment are required. Candidates should be proficient in Microsoft Word and Excel; experience with EPIC, Compu-Quote, and broker portals is an asset, along with strong communication, presentation, negotiation, and teamwork skills.
Skills
- Client Service
- Portfolio Management
- Policy Renewals
- Endorsement Processing
- Risk Assessment
- Insurance Recommendations
- Claims Support
- Client Retention
- Insurance Documentation
- Microsoft Word
- Microsoft Excel
- EPIC
- Compu-Quote
- Broker Portals
- Communication
- Negotiation
Benefits
- Commission Incentives
- Performance-Based Bonuses
- Matching Group RRSP Contributions
- Hybrid Work Flexibility
- Paid Personal Days
- Group Health Benefits
- Employee Family Assistance Program
- Professional Membership Fee Reimbursement
- Ongoing Educational Support
- Free Parking
Visa sponsorship
Not detected in the job text
Hiring contact email
alexander@helloworldrecruitment.ca
Categories
- Customer Service & Support
- Sales
- Finance & Accounting
Keywords
- Personal Lines Insurance
- RIBO License
- Insurance Brokerage
- Client Service
- Account Management
- Portfolio Management
- Policy Renewals
- Endorsements
- Risk Assessment
- Insurance Recommendations
- Claims Support
- Client Retention
- Insurance Applications
- Policy Documentation
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- EPIC
- Compu-Quote
- Broker Portals
- Communication
- Presentation Skills
- Negotiation
- Teamwork