Job Description
Personal Lines Insurance Broker

Minimum 2 years of experience in a Personal Lines Insurance Broker role (or similar personal insurance position)

Proficiency with Applied Systems Epic (daily hands on experience required)

Strong proficiency with Microsoft 365 (Outlook, Word, Excel, Teams)

Solid understanding of personal insurance products

Excellent communication and customer service skills

Robust organizational skills with the ability to manage high volumes of transactions

About the Role
We are looking for an experienced Personal Lines Insurance Broker to service and grow a portfolio of personal insurance clients. This role focuses on delivering exceptional customer service while providing tailored insurance solutions for home, auto, and personal property risks. The ideal candidate is client focused, detail oriented, and comfortable working in a fast paced brokerage environment.

Key Responsibilities

Manage a portfolio of personal lines clients (Auto, Home, Condo, Tenant, etc.)

Handle new business, renewals, endorsements, cancellations, and policy changes

Assess client needs and recommend appropriate coverage solutions

Provide clear explanations of policy terms, coverage options, and pricing

Market risks to insurers and negotiate coverage and premiums as needed

Maintain accurate client and policy records in the broker management system

Respond promptly and professionally to client inquiries

Ensure compliance with regulatory requirements and brokerage procedures

Commercial Lines Insurance Broker
Required Skills & Experience

Minimum 5 years of experience as a Commercial Lines Insurance Broker (or equivalent commercial insurance role)

Proficiency with Applied Systems Epic (daily, hands on use required)

Strong proficiency with Microsoft 365 (Outlook, Word, Excel, Teams





Solid understanding of commercial insurance products (e.g., Property, Liability, Auto, Package Policies)

Excellent written and verbal communication skills

Strong organizational skills with the ability to manage multiple priorities

Must Have Qualifications

Minimum 5 years of experience as a Commercial Lines Insurance Broker (or equivalent commercial insurance role)

Proficiency with Applied Systems Epic (daily, hands on use required)

Strong proficiency with Microsoft 365 (Outlook, Word, Excel, Teams

Solid understanding of commercial insurance products (e.g., Property, Liability, Auto, Package Policies)

Excellent written and verbal communication skills

Strong organizational skills with the ability to manage multiple priorities

About the Role
We are seeking an experienced Commercial Lines Insurance Broker to manage and grow a portfolio of commercial clients. The successful candidate will be responsible for advising clients on risk management solutions, placing and servicing commercial policies, and delivering a high level of customer service across renewals, endorsements, and new business. This role requires strong technical insurance knowledge, excellent communication skills, and hands on experience with industry systems.

Key Responsibilities

Manage a portfolio of commercial insurance clients across multiple industries

Provide expert advice on coverage, risk exposure, and insurance solutions

Handle recent business, renewals, endorsements, and policy changes

Market accounts to insurers and negotiate terms and pricing

Prepare and present insurance proposals and renewal reviews

Maintain accurate and up to date documentation in the broker management system

Build and maintain strong relationships with clients and carrier partners

Ensure compliance with regulatory and company standards

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📌 Personal and Commercial Line Account Manger (Quebec City)
🏢 Insight Global
📍 Quebec City