As a Personal Lines Sales Executive, you will help our company succeed and grow by selling all Personal Lines products to Homeowner clients/prospects. You are responsible for ensuring that all of our clients have the best coverage at the best price and for helping anticipate their future insurance needs.

The Personal Lines Sales

Executive will be responsible for growing a portfolio of personal insurance clients. Day-to-day tasks include providing tailored insurance solutions, educating clients on product offerings, quoting policies, negotiating with insurance carriers, and maintaining long-term client relationships. The role also involves cross-selling additional services and ensuring client satisfaction.

Grow a Book of Business specific to the Homeowners Personal Lines Insurance Department – Including Auto of Homeowners Cross-sell or up-sell other products and services the brokerage offers to new and existing clients Adhere to and meet/exceed performance metrics identified by the brokerage Follow all Mango procedures, forms, checklists and workbooks as outlined in the Mango Process, including pre-renewal activities, customer updates, coverage review checklists, marketing and renewal presentations, completed on time as per company policy. Build marketing relationships with Mango designated underwriters, maintaining positive and proactive relationships with underwriting,



always putting the client’s needs first.

Customer Service

Be familiar with, and follow, company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.). Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage. Collection of all outstanding underwriting requests from customers.

Maintain, update, and organize all data; Provide explicit instructions to CSO (Client Service Officer) team for all transactions. · Request cancellation of all overdue/unpaid accounts. · Focus on client service including timely response to telephone, email, and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.

Team Support

Report any problems on potential lost accounts before occurrence to the Director of Retention or President Report all potential bad debts immediately to the Director of Retention or President Supervise and check the processing of the Customer Service Representatives to ensure accuracy.

Office Support

Utilize the SIA, PowerPoint, Excel, Word, All Insurance Portal programs RIBO or AIC - Level 1 or 2 Licensed Insurance Agent ~3+ of experience within a team environment in a customer service position. ~ Ability to drive sales and growth #

📌 International Sales Executive-English (Mississauga)
🏢 Mango Insurance
📍 Mississauga