Closed listing
Personal Lines Insurance Account Manager
- Toronto, ON, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Experience
- Minimum 3-5 years of experience in personal insurance account management.
- Posting language
- English
- Posted
Similar jobs hiring now
Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.
We’re looking for a Personal Lines Account Manager to join an a fast-growing team with a brokerage in North York, ON. This role will be responsible for managing a book of personal lines business, helping to drive growth while maintaining strong relationships with existing clients. The successful candidate will report directly to the Personal Lines Manager.
3 Reasons To Apply
🔑 Join a reputable brokerage that values personal growth and offers career development opportunities.
💰 Competitive compensation package with benefits, RRSP matching, and more.
🚗 Hybrid work options available with flexibility to work from our Vaughan or North York locations.
Responsibilities
- Client Service & Support: Respond quickly and professionally to telephone, email, and fax inquiries while ensuring the highest level of service.
- Account Management: Review renewals, provide quotes, and remarket policies as necessary to keep the portfolio competitive.
- Cross-Selling & Up-Selling: Identify and act on opportunities to cross-sell and up-sell products to maximize account growth.
- Claims & Endorsements: Handle endorsements, renewals, and claims, ensuring all necessary documentation is processed through EPIC and company portals.
- Minimum 3-5 years of experience in personal insurance account management.
- R.I.B.O. license required.
- Proficiency in EPIC brokerage system is essential.
- Strong knowledge of insurance carriers.
- Excellent interpersonal, communication, and organizational skills.
- Proficient in MS Outlook, Excel, and Word.
If this role sounds like a good fit for you, please reach out directly at alexander@helloworldrecruitment.ca to learn more.
More about this job
Responsibilities
Manage a book of personal lines insurance business, respond to client inquiries, and maintain strong client relationships. Review renewals, provide quotes, remarket policies, identify cross-selling and up-selling opportunities, and process endorsements and claims through EPIC and company portals.
Requirements
Applicants must have 3–5 years of personal insurance account management experience and a R.I.B.O. license. They should be proficient in EPIC, knowledgeable about insurance carriers, skilled in communication and organization, and proficient in Microsoft Outlook, Excel, and Word.
Skills
- Client Service
- Renewal Reviews
- Insurance Quoting
- Policy Remarketing
- Cross-Selling
- Up-Selling
- Claims Handling
- Endorsements
- EPIC Brokerage System
- Insurance Carrier Knowledge
- Communication
- Interpersonal Skills
- Organization
- Microsoft Outlook
- Microsoft Excel
Benefits
- Career Development Opportunities
- Benefits
- RRSP Matching
Visa sponsorship
Not detected in the job text
Hiring contact email
alexander@helloworldrecruitment.ca
Categories
- Customer Service & Support
- Sales
- Finance & Accounting
- Management & Leadership
Keywords
- Personal Lines Insurance
- Insurance Brokerage
- Account Management
- R.I.B.O. License
- EPIC
- Insurance Carriers
- Client Service
- Renewals
- Insurance Quotes
- Policy Remarketing
- Cross-Selling
- Up-Selling
- Claims
- Endorsements
- Company Portals
- Microsoft Outlook
- Microsoft Excel
- Microsoft Word
- RRSP Matching
- Hybrid Work