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
- Solid 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.

📌 Personal Account Manager (Vaughan)
🏢 RDA Insurance
📍 Vaughan