Personal Lines Account Manager
- Scugog, ON, Canada
$200 annual wellness bursary. · Full-time
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Job details
- Pay
- $200 annual wellness bursary.
- Job type
- Full-time
- Apply by
- Experience
- Experience: Minimum of 3 years of prior insurance experience.
- Working hours
- 35 hours/week
- Posting language
- English
- Posted
Original job description
Job Description
A leading independent insurance brokerage is seeking a highly personable and knowledgeable Personal Lines Account Manager to provide outstanding customer service. In this role, you will manage client accounts, process policy updates, and recommend tailored coverage solutions. This is an exciting opportunity for someone who enjoys helping clients, working in a collaborative team environment, and growing their career with an established, client-focused organization.
Key Responsibilities
A leading independent insurance brokerage is seeking a highly personable and knowledgeable Personal Lines Account Manager to provide outstanding customer service. In this role, you will manage client accounts, process policy updates, and recommend tailored coverage solutions. This is an exciting opportunity for someone who enjoys helping clients, working in a collaborative team environment, and growing their career with an established, client-focused organization.
Key Responsibilities
- Client Service & Policy Management: Handle incoming calls, emails, and faxes to process client requests, including policy changes, quotes, cancellations, reinstatements, rewrites, and new policies.
- Coverage Optimization: Review client policies and recommend coverage options tailored to their specific needs.
- Producer & Carrier Collaboration: Work closely with Producers to ensure client requests are handled efficiently; upload and forward endorsement requests to insurance carriers.
- Account Maintenance: Follow up on non-renewals, varied terms notices, potential coverage gaps, and client inquiries proactively.
- Team Support & Growth: Support colleagues and provide backup for other team members as needed; participate in process improvements, team initiatives, and workplace activities.
- Licensing: Active RIBO license in good standing (Required).
- Experience: Minimum of 3 years of prior insurance experience.
- Technical & Professional Skills:
- Strong problem-solving, time management, and prioritization skills to handle multiple client requests and renewals.
- Excellent attention to detail and accuracy when handling policies, endorsements, and client records.
- Strong sales and upselling ability to recognize coverage enhancement opportunities.
- Interpersonal Skills:
- High empathy, customer-focused mindset, and strong professionalism and integrity.
- Exceptional communication skills with the ability to navigate difficult conversations (claims, rate increases, policy cancellations) with care.
- A collaborative team player with strong initiative, adaptability, and resilience in a fast-paced environment.
- Compensation: 💰 Competitive salary based on experience + additional commission earning opportunities.
- Work-Life Balance:
- Schedule: Monday to Friday, 9:00 AM – 4:30 PM.
- Minimum 3 weeks paid vacation + paid wellness time.
- Birthday off.
- Paid volunteer day per year.
- Hybrid Flexibility: Initial onboarding requires in-person work for 3–6 months, followed by hybrid flexibility (up to 2 days work-from-home).
- Health & Wellness:
- Comprehensive prescription benefits + $2,000 Health Spending Account (HSA).
- $200 annual wellness bursary.
- Professional Growth:
- In-house growth programs, mentorship, and career advancement support.
- Educational reimbursement for insurance-related courses (such as CAIB, subject to approval).
- Perks & Environment: Supportive, innovative, and collaborative team culture.
- Hours: Standard full-time office hours (35 hours/week).
- Work Environment: Collaborative, supportive, and professional.
More about this job
Responsibilities
Manage personal insurance client accounts and process policy changes, quotes, cancellations, reinstatements, rewrites, and new policies. Review coverage needs, coordinate with producers and insurance carriers, follow up on potential coverage issues, and support colleagues and team improvements.
Requirements
An active RIBO license in good standing and at least 3 years of prior insurance experience are required. The role calls for strong problem-solving, organization, accuracy, sales, communication, empathy, professionalism, and the ability to collaborate and manage competing requests.
Skills
- Customer Service
- Personal Lines Insurance
- Policy Management
- Coverage Recommendations
- Problem-Solving
- Time Management
- Prioritization
- Attention To Detail
- Sales And Upselling
- Communication
- Empathy
- Teamwork
- Initiative
- Adaptability
- Resilience
- RIBO Licensing
Benefits
- Commission Opportunities
- Paid Vacation
- Paid Wellness Time
- Birthday Leave
- Paid Volunteer Day
- Hybrid Work Flexibility
- Prescription Benefits
- Health Spending Account
- Annual Wellness Bursary
- Mentorship
- Career Advancement Support
- Educational Reimbursement
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Sales
- Finance & Accounting
- Management & Leadership
Keywords
- Personal Lines Insurance
- RIBO License
- Client Account Management
- Policy Changes
- Insurance Quotes
- Policy Cancellations
- Reinstatements
- Policy Rewrites
- New Policies
- Coverage Optimization
- Endorsements
- Insurance Carriers
- Non-Renewals
- Coverage Gaps
- Customer Service
- Sales
- Upselling
- Problem-Solving
- Time Management
- Prioritization
- Attention To Detail
- Communication
- Team Collaboration
- Process Improvement
- Insurance Courses
- CAIB