Personal Lines Account Manager

My Insurance Broker • Vaughan, ON

6d • CA$55,000 - CA$65,000 • Onsite

About The Position

In this role, you will be responsible for overseeing and managing personal lines accounts, ensuring compliance with underwriting and regulatory guidelines, and delivering exceptional client service. You will lead operational initiatives, support brokers, and foster strong relationships with insurer partners. This position requires a strategic thinker with expertise in personal lines insurance, process improvement, team leadership, and workflow optimization, contributing to the overall success and efficiency of the brokerage.

Requirements

• Minimum College or University level Degree/Undergraduates Degree or comparable experience
• 3-5 years Experience in personal lines insurance, underwriting, and account management
• Active RIBO Licence
• Proficient with insurance policy systems as well as MS Office, specifically Excel, Word, and Outlook

Nice To Haves

• Experience working with company portals and Broker Management System (EPIC) is an asset.
• CIP or CAIB Certification or working towards its completion

Responsibilities

• Manage and service a portfolio of personal lines clients, including home, auto, renters, and other individual insurance policies.
• Review renewal strategies, remarket accounts, and provide recommendations aligned with underwriting guidelines and client needs.
• Assess client risk exposures and recommend tailored insurance solutions to meet individual needs.
• Support cross-selling and upselling initiatives while maintaining compliance with brokerage and regulatory standards.
• Maintain and exceed retention targets through proactive client engagement.
• Discuss and set payment terms, actively managing accounts receivables.
• Problem-solve and overcome sales objections effectively.
• Respond to insurance company and client inquiries professionally and promptly.
• Complete all necessary documentation accurately on technology platforms for marketing purposes.
• Keep current client files organized and up-to-date.
• Maintain and strengthen relationships with current clients, ensuring their needs are met and contracts are renewed in a timely manner.
• Work closely with colleagues across departments to drive company objectives, fostering a collaborative and supportive team environment.
• Perform other duties as required to support the team and business objectives.

Benefits

• Accommodation upon request for applicants and employees with disabilities, in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree