Job Description A leading independent insurance brokerage is seeking a highly personable and knowledgeable Personal Lines Account Manager to provide outstanding customer service.

In this role, you will manage client accounts, process policy updates, and recommend tailored coverage solutions.

This is an exciting opportunity for someone who enjoys helping clients, working in a cooperative team environment, and growing their career with an established, client-focused organization.

Key Responsibilities Client Service & Policy Management: Handle incoming calls, emails, and faxes to process client requests, including policy changes, quotes, cancellations, reinstatements, rewrites, and new policies.

Coverage Optimization: Review client policies and recommend coverage options tailored to their specific needs.

Producer & Carrier Collaboration: Work closely with Producers to ensure client requests are handled efficiently; upload and forward endorsement requests to insurance carriers.

Account Maintenance: Follow up on non-renewals, varied terms notices, potential coverage gaps, and client inquiries proactively.

Team Support & Growth:



Support colleagues and provide backup for other team members as needed; participate in process improvements, team initiatives, and workplace activities.

Requirements & Qualifications Licensing: Active RIBO license in good standing (Required).

Experience: Minimum of 3 years of prior insurance experience.

Technical & Professional Skills: Strong problem-solving, time management, and prioritization skills to handle multiple client requests and renewals.

Excellent attention to detail and accuracy when handling policies, endorsements, and client records.

Strong sales and upselling ability to recognize coverage enhancement opportunities.

Interpersonal Skills: High empathy, customer-focused mindset, and strong professionalism and integrity.

Exceptional communication skills with the ability to navigate difficult conversations (claims, rate increases, policy cancellations) with care. A collaborative team player with strong initiative, adaptability, and resilience in a fast-paced environment.

Why Join Us? (Benefits) Compensation:

📌 Personal Lines Account Manager (Scugog)
🏢 Hello World Recruitment
📍 Scugog