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Personal Lines Insurance Account Manager

  • Toronto, ON, Canada

Full-time

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Job details

Job type
Full-time
Apply by
Experience
Minimum 3-5 years of experience in personal insurance account management.
Posting language
English
Posted

Original job description

Personal Lines Account Manager - Insurance

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.

Desired Skills

  • 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.

Contact

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 relationships with existing clients. Review renewals, provide quotes, remarket policies, identify cross-selling and up-selling opportunities, and process endorsements and claims through EPIC and company portals.

Requirements

Candidates must have 3–5 years of personal insurance account management experience and a R.I.B.O. license. Proficiency with the EPIC brokerage system, knowledge of insurance carriers, strong interpersonal, communication, and organizational skills, and proficiency in Microsoft Outlook, Excel, and Word are required.

Skills

  • Client Service
  • Renewal Reviews
  • Insurance Quoting
  • Policy Remarketing
  • Cross-Selling
  • Up-Selling
  • Claims Handling
  • Endorsements
  • EPIC Brokerage System
  • Insurance Carrier Knowledge
  • Communication
  • Organization
  • Microsoft Outlook
  • Microsoft Excel
  • Microsoft Word

Benefits

  • Benefits
  • RRSP Matching
  • Career Development Opportunities

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

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