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Added 15 mins ago
Manager, Day to Day Banking - 18 Month Term
Scotiabank
Toronto, ON
The Manager, Day to Day Banking, is responsible for the development and management of core Day to Day bank accounts, associated revenue, and expenses. The incumbent will manage the tactics…
Added 15 mins ago
AG
Manager, Connections Planning
Adelphi Group
Montreal, QC
- Full-time
· History of developing positive on-going business relationships with a focus on client service.
Added 15 mins ago
IG
Investment Banking Specialist
Infotree Global Solutions
Montreal, QC
- Contract
Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery.
Added 15 mins ago
RI
Personal Account Manager
RDA Insurance
Vaughan, ON
- Full-time
…Lines while holding a RIBO license or OTL license • Outstanding relationship building and client service • Proficient in EPIC, various insurance company portals and Microsoft Office •…
Added 15 mins ago
OM
Senior Media Planner
Omnicom Media
Toronto, ON
- Full-time
Client service oriented. Strong learning agility, with a passion for continuous development.
Added 30 mins ago
RC
Manager, Sales Tax Advisory, Sales and Use Tax
Ryan Companies US, Inc.
Mississauga, ON
- Full-time
Tuition Reimbursement After One Year of Service
Added 30 mins ago
AI
Junior Project Manager - Mechanical Services
Ainsworth Inc
Mississauga, ON
- Full-time
The Junior Project Manager - Mechanical Services is an integral member of the project team responsible for supporting the successful planning, execution, and delivery of retrofit and…
Added 30 mins ago
HO
Assistant Manager, Event and Fine Dining Operations
House of Commons (Canada) / Chambre des communes (Canada)
Ottawa, ON
- Full-time
…events. Working closely with the Event and Fine Dining Operations Manager, you will help oversee day-to-day operations, provide direction and support to Supervisors and Logistics and…
Added 30 mins ago
SP
Financial Manager - Donations and Trusts
Saskatchewan Polytechnic
SK · Saskatchewan, Canada
- Other
The Manager, Donation and Trusts is a new role accountable for the financial administration and service-delivery of charitable gifts and trusts, gift acceptance and processing, and payment…
Added 45 mins ago
P
Internal Audit Senior Manager
PwC
Toronto, ON
- Full-time
Strong commitment to providing excellence in client service and a demonstrated ability to produce high-quality results
Added 45 mins ago
P
Manager, Financial Services, Digital Banking Operations, Consulting
PwC
Toronto, ON
- Full-time
Demonstrated Manager-level experience in management consulting or a comparable client-facing leadership role, with strong knowledge of operations in Financial Services, particularly…
Added 45 mins ago
Branch Manager
Talent Acquisition Team at Westland Insurance. Text reply only.
Brooks, AB
As a Branch Manager, you're a collaborative sales leader with a genuine passion for the client experience and your team members. You're responsible for all our daily office operations.…
Added 45 mins ago
Manager, Kamatsiarniq
Tungasuvvingat Inuit
Ottawa, ON
Provides summarized client/service data to Director, Family Services as required for the purpose of reporting to funders
Added 45 mins ago
R
Manager, Mortgage Specialist
RBC
Sherbrooke, QC
- Full-time
Champion sales management practices to achieve a superior client experience, continued business growth, business retention and productivity
Added 45 mins ago
AC
Investment Advisor / Portfolio Manager
Acumen Capital Partners
Calgary, AB
- Full-time
Acumen is a client-focused firm providing comprehensive wealth management and capital
Added 45 mins ago
K
Field Operations Manager - High Voltage Testing Services
Kinectrics
Toronto, ON · Etobicoke, ON
- Full-time
The Field Operations Manager is responsible for the overall coordination and execution of HVST field operations, serving as the central point of accountability for personnel deployment,…
Added 1 hour ago
T
Account Manager II, Commercial Mortgage Group
TD
Toronto, ON
- Full-time
…existing Business Banking / TD Securities / TD Canada Trust client base providing a commercial mortgage product that is competitive within the Canadian marketplace. Our goal is to deliver a…
Added 1 hour ago
T
Manager, Personal Financial Services - Delson (Full-time, 37.5h/week)
TD
Delson, QC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
T
Personal Banker Trainee
TD
Oshawa, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
T
Financial Planner - Sherbooke
TD
Sherbrooke, QC
- Full-time
Collaborer étroitement avec votre équipe pour atteindre des objectifs communs, échanger des idées et offrir une expérience client exceptionnelle.
Added 1 hour ago
T
Personal Banking Associate - Centre Champlain, Montréal (Part-Time 18 hours /week)
TD
Montreal, QC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
T
Montreal Centre In‑Person Recruitment Event (Novembre 18, 2026)
TD
Montreal, QC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
T
Customer Experience Associate - Fredericton Prospect
TD
Fredericton, NB
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
T
Financial Planner - Chicoutimi
TD
Saguenay, QC
- Full-time
Work side-by-side with your team to crush goals, share ideas, and create an awesome client experience.
Added 1 hour ago
T
Financial Planner - Gaspé
TD
Gaspé, QC
- Full-time
Work side-by-side with your team to crush goals, share ideas, and create an awesome client experience.

RDA Insurance

Personal Account Manager

Vaughan, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 6, 2026
Posting language: English
Posted: Nov 6, 2026

Original job description

About the Company: We are a large brokerage located in Vaughan, and we are currently looking for a Personal Lines Customer Service Representative (CSR) / Personal Lines Account Manager to grow with our team.

About the Role: If you have a minimum of 3+ years experience as a Licensed Account Manager / CSR, RIBO or OTL licensed for at least 3 years+ and have a desire to continue their insurance career in a highly energetic and positive environment.

Responsibilities: • The successful candidate must have strong work ethic and organization skills, be a team player have ability to work in a fast-paced insurance brokerage. • Above average service and computer skills along with excellent verbal and written communication skills. • EPIC Broker Management System, Applied Rating services and the company portals would be an asset.

Qualifications: • RIBO license (active) • OTL License (willing to convert to RIBO) • University Degree or College Diploma • CAIB, CPIB or CIP designation (or working toward it) would be nice to have

Required Skills: • Minimum of 3+ years experience in Personal Lines while holding a RIBO license or OTL license • Outstanding relationship building and client service • Proficient in EPIC, various insurance company portals and Microsoft Office • Strong organizational, time management, prioritizing • Attention to detail and problem solving skills • Effective written and verbal communication.

This job posting is for an immediate / senior opening within our Personal Lines team.

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More about this job

Responsibilities

Provide customer service and account management for personal lines insurance clients. Build strong client relationships and support the team in a fast-paced brokerage environment.

Requirements

Candidates need at least three years of personal lines experience and an active RIBO license, or an OTL license with willingness to convert to RIBO. A university degree or college diploma is listed, while CAIB, CPIB, or CIP designation - or progress toward one - is an asset; strong client service, communication, organization, and computer skills are also required.

Skills

Personal Lines Insurance
Client Service
Relationship Building
EPIC Broker Management System
Applied Rating Services
Insurance Company Portals
Microsoft Office
Organization
Time Management
Prioritization
Attention to Detail
Problem Solving
Written Communication
Verbal Communication
Teamwork

Visa sponsorship

Not detected in the job text

Keywords

Personal Lines
Insurance Brokerage
Account Manager
Customer Service Representative
RIBO License
OTL License
CAIB
CPIB
CIP
EPIC Broker Management System
Applied Rating Services
Insurance Company Portals
Microsoft Office
Client Service
Relationship Building
Organization
Time Management
Prioritization
Attention to Detail
Problem Solving
Written Communication
Verbal Communication
Teamwork

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