Personal Lines Account Manager
- Toronto, ON, Canada
Internship
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Job details
- Job type
- Internship
- Apply by
- Experience
- Experience: 3+ years of experience within a Personal Lines brokerage environment.
- Working hours
- 35 hours per week
- Posting language
- English
- Posted
Original job description
Job Description
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
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 policy documentation. Advise and support clients, including guiding them through claims, while collaborating with producers, insurance partners, and internal teams to deliver service and retain clients.
Requirements
Applicants must hold an active RIBO license in good standing and have at least three years of experience in a personal lines brokerage environment. Proficiency in Microsoft Word and Excel is required; experience with EPIC, Compu-Quote, and broker portals is an asset, along with strong communication, presentation, negotiation, and teamwork skills.
Skills
- Client Service
- Personal Lines Insurance
- Portfolio Management
- Policy Renewals
- Policy Endorsements
- Risk Assessment
- Insurance Claims Support
- Insurance Applications
- Policy Documentation
- Microsoft Word
- Microsoft Excel
- EPIC
- Compu-Quote
- Communication
- Negotiation
- Team Collaboration
Benefits
- Commission Incentives
- Performance-Based Bonuses
- Matching Group RRSP Contributions
- Hybrid Work Flexibility
- Two 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
- Finance & Accounting
- Sales
Keywords
- Personal Lines Insurance
- Insurance Brokerage
- RIBO License
- Client Retention
- Account Management
- Portfolio Management
- Policy Renewals
- Policy Endorsements
- Risk Assessment
- Risk Exposure
- Insurance Solutions
- Claims Support
- Insurance Applications
- Insurance Proposals
- Policy Documentation
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- EPIC
- Compu-Quote
- Broker Portals
- Commission
- Group RRSP
- EFAP
- RIBO
- IBAO
- IIC