Job DescriptionPersonal Lines Insurance BrokerMinimum 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 productsExcellent communication and customer service skillsStrong organizational skills with the ability to manage high volumes of transactionsAbout the RoleWe 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 ResponsibilitiesManage a portfolio of personal lines clients (Auto, Home, Condo, Tenant, etc.)Handle new business, renewals, endorsements, cancellations, and policy changesAssess client needs and recommend appropriate coverage solutionsProvide clear explanations of policy terms, coverage options, and pricingMarket risks to insurers and negotiate coverage and premiums as neededMaintain accurate client and policy records in the broker management systemRespond promptly and professionally to client inquiriesEnsure compliance with regulatory requirements and brokerage proceduresCommercial Lines Insurance BrokerRequired Skills & ExperienceMinimum 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,



TeamsSolid understanding of commercial insurance products (e.G., Property, Liability, Auto, Package Policies)Excellent written and verbal communication skillsStrong organizational skills with the ability to manage multiple prioritiesMust Have QualificationsMinimum 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)Solid proficiency with Microsoft 365 (Outlook, Word, Excel, TeamsSolid understanding of commercial insurance products (e.G., Property, Liability, Auto, Package Policies)Excellent written and verbal communication skillsStrong organizational skills with the ability to manage multiple prioritiesAbout the RoleWe 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 ResponsibilitiesManage a portfolio of commercial insurance clients across multiple industriesProvide expert advice on coverage, risk exposure, and insurance solutionsHandle new business, renewals, endorsements, and policy changesMarket accounts to insurers and negotiate terms and pricingPrepare and present insurance proposals and renewal reviewsMaintain accurate and up to date documentation in the broker management systemBuild and maintain strong relationships with clients and carrier partnersEnsure compliance with regulatory and company standards#J-18808-Ljbffr

📌 Personal And Commercial Line Account Manger (Ottawa)
🏢 Insight Global
📍 Ottawa