Step into a pivotal role in a thriving insurance brokerage as a Personal Lines Account Manager Crafted for professionals who thrive on building strong client relationships, this position offers the chance to manage a diverse personal insurance portfolio while making tangible difference for clients. You will be the go-to expert for policy servicing, new business, renewals, and claims support; integral to service excellence and client satisfaction.
Compensation
- Salary of $55,000 to $75,000 depending on experience
Benefits & Perks
- Hybrid work model
- Strong new business commission
- Paid time off + 5 sick days
- Generous group advantages package + RRSP matching
- Accommodation is available upon request throughout all stages of the recruitment process.
Responsibilities
- Oversee and service a portfolio of personal insurance clients, ensuring tailored solutions
- Prepare applications, quotes, proposals, and binders for new and renewal policies
- Support business growth by assisting in acquiring new clients and managing existing accounts
- Process policy changes, COIs, and endorsements efficiently
- Maintain meticulous and current client records within the broker management system (EPIC)
- Respond promptly and professionally to client inquires and requests
- Keep up-to-date on market conditions and industry best-practices
Qualifications
- RIBO License
- At least 2 years' experience in managing personal lines accounts
- Knowledge and familiarity with various insurer portals and underwriting guidelines
- Excellent communication and organizational skills with attention to details
- Proficiency in Applied EPIC and ARS is a bonus
- Capable of managing multiple priorities independently in a fast-moving environment
To be considered, applicants must be legally entitled to work in Canada, including holding any required permits.
📌 Personal Lines Account Manager (Cedar Valley)
🏢 Impact Recruitment
📍 Cedar Valley
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