- Experience
- 2 to 5 years
- Speciality
- Insurance broker
- Posted
- 2 days ago
Job Description
We are seeking a Personal Lines Account Manager who excels in providing comprehensive client service. In this role, you will manage a portfolio of accounts and support clients with their personal insurance needs. You will be a key point of contact, ensuring client retention through expert advice and efficient policy management.
Key Responsibilities
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Expert Client Service: Deliver comprehensive, professional service to a diverse portfolio of personal lines clients.
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Portfolio Management: Manage renewals, process endorsements, and handle account inquiries with precision.
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Risk Assessment: Evaluate client needs and risk exposures to recommend tailored insurance solutions.
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Claims Support: Confidently guide clients through the claims process, acting as a supportive advocate.
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Collaboration: Work closely with producers, insurance partners, and internal teams to ensure seamless service.
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Documentation: Prepare insurance applications, proposals, and accurate policy documentation.
Requirements & Qualifications
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Licensing: Active RIBO license in good standing is required.
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Experience: 3+ years of experience within a Personal Lines brokerage environment.
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Technical Skills: * Proficiency in Microsoft Office (Word and Excel).
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Experience with EPIC, Compu-Quote, and various broker portals is considered a strong asset.
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Interpersonal Skills: * A collaborative team player with a strong work ethic.
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Excellent communication, presentation, and negotiation skills.
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Strong commitment to professionalism and high service standards.
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Why Join Us? (Benefits)
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Compensation: 💰 $50,000 – $100,000 per year + commission incentives and potential performance-based bonuses + Matching Group RRSP contributions.
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Work-Life Balance: Hybrid work flexibility and two paid personal days each year.
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Health & Wellness: Comprehensive group health benefits including an Employee Family Assistance Program (EFAP).
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Professional Growth: Reimbursement for professional membership fees (RIBO, IBAO, IIC) and ongoing educational support.
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Commuter Perks: Free parking and professional office space.
Additional Information:
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Hours: 35 hours per week.
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Work Environment: Professional, engaging, and collaborative.
Contact: If this role sounds like a good fit for you, please reach out directly at alexander@helloworldrecruitment.ca to learn more.