The position – R.I.B.(Ont) Licenced Account Manager and New Client Specialist (Personal Lines Insurance)
We are looking for an experienced, enthusiastic, and motivated individual to join our growing team! The ideal candidate would have a minimum of five years’ experience working in the insurance industry and a passion for delivering extraordinary service.
Key responsibilities: Provide an extraordinary Bryson experience by offering appropriate insurance solutions, flexible service options, and a best-in-class customer experience that results in surpassing new business and retention targets.

Duties:

- Provide ongoing friendly Customer Service, advising on insurance matters, assessing needs, recommending solutions, answering inquiries
- Ensuring clients understand policy coverage and exclusions through clear and concise communication
- Retaining existing clientele through extraordinary service levels, remarketing of renewals to alternate insurance companies, ensuring soliciting of mono-line accounts
- Ensure the quality of business renewed or re-written meets guidelines
- Processing policy changes on company portals and proactively communicating billing changes to clients
- Responsible for pulling reports after obtaining required consents and documenting file
- Responsible for generating new business opportunities in alignment with targets
- Be timely and responsive to inbound insurance requests
- Ensure the quality of business renewed or re-written meets guidelines
- Quick and accurate quoting of all new prospects




- Communicate with underwriters and obtain approvals for all underwriting referrals
- Utilize services of the New Business Technical Assistant

Personal Attributes:

- Comfortable with interacting with a variety of people
- Can-do positive attitude
- Strong understanding of insurance wordings
- Robust Customer Service Skills including effective listening and people skills
- Strong written and oral communication skills
- Strong organizational and time management skills
- Strong computer skills, MS Word, Excel, Outlook, CQ, EPIC, Blue Butler, and company portals
- Effective listening and people skills
- The ability to work in a fast-paced environment
- Attention to detail imperative to eliminate any errors or omissions
- Ability to work under pressure and multi-task
- Strong ability to problem-solve difficult situations and provide solutions
- Coachable

Education and Experience:

- Minimum 5 years experience in the insurance industry
- Applied EPIC experience an asset
- CIP or CAIB designation or working toward this designation an asset
- RIBO license required
- Experience in handling VIP clients is an asset
- Sales Experience a requirement

What’s in it for you?

- The opportunity to be part of a successful and growing company with a great culture
- The chance to grow professionally and make a difference
- The opportunity to work close to home
- Contribute to a high performing team in a collaborative environment
- Comprehensive compensation and benefits package

Job Location: Ajax, Brooklin, or Hybrid (flexible option) ON

📌 Account Manager and New Client Specialist (Personal Lines) (Canada)
🏢 Bryson & Associates Insurance Brokers
📍 Canada