Our client is a well-established insurance brokerage looking for an experienced Team Lead – Personal Lines / Private Client & Group to join their growing team.

This is a unique opportunity combining team leadership, business development, Group insurance, and Private Client support. You’ll lead a team of experienced Personal Lines Account Managers/CSRs while also acting as a key resource for Group opportunities and high-net-worth Personal Lines business.

The ideal candidate will be an established Personal Lines professional with strong communication skills, leadership experience, and a proactive approach to relationship management and business development.

What You’ll Do

Team Leadership

- Lead, support, and motivate a team of approximately 5 experienced Personal Lines Account Managers/CSRs
- Serve as the escalation point for complex client, coverage, and service issues
- Provide guidance and support to team members while promoting a collaborative and accountable environment
- Monitor team performance, attendance, and vacation schedules
- Communicate management initiatives and key information to the broader Personal Lines team
- Support future recruitment, onboarding, and training initiatives
- Help ensure high standards of client service, retention, and operational performance

Group Business Development

- Manage and grow existing Group insurance relationships
- Serve as a key liaison between the brokerage and Group clients
- Handle Group quoting opportunities and coordinate submissions with insurers
- Develop relationships with Group contacts and identify opportunities for additional business




- Support inbound opportunities generated through existing relationships and referrals
- Attend approximately 2–3 industry conferences and events per year to network, generate leads, and strengthen relationships
- Identify opportunities for client retention, account rounding, cross-selling, and portfolio growth
- Develop new Group relationships through referrals, networking, and professional connections

Private Client / High-Net-Worth

- Act as an internal resource for Private Client and high-net-worth Personal Lines opportunities
- Coordinate submissions with specialty markets and insurers
- Work with markets such as Chubb, Ovation, and Prestige
- Review opportunities submitted by producers and determine the appropriate market
- Obtain and communicate quotes and coverage options back to producers
- Build and maintain relationships with high-net-worth markets and insurance partners
- Support sophisticated insurance solutions for high-value homes, automobiles, recreational vehicles, collections, jewellery, art, watercraft, excess liability, and other complex personal assets

This is not a traditional cold-calling sales role. The focus is primarily on developing business through existing relationships, referrals, Group partnerships, and networking.

What We’re Looking For

- 5–7+ years of Personal Lines insurance experience




- Active RIBO license
- Previous team leadership or management experience
- Strong understanding of Personal Lines products, underwriting practices, and insurance markets
- Experience with Group quoting/business development is an asset
- Exposure to Private Client / High-Net-Worth insurance is preferred
- Experience working with multiple insurance carriers and markets
- Strong relationship management and business development abilities
- Excellent communication, presentation, negotiation, and interpersonal skills
- Strong analytical, organizational, and problem-solving abilities
- Comfortable managing multiple priorities in a fast-paced environment
- Strong insurance management system and computer skills
- Proactive, outgoing, entrepreneurial, and team-oriented personality

Compensation & Perks

- $80,000–$100,000 base salary, depending on experience
- Additional earning potential through eligible personal new business
- Employer-paid health and dental benefits
- Long-term disability coverage
- Hybrid work arrangement – 4 days in office / 1 day remote
- Collaborative and supportive team environment
- Opportunities for long-term growth opportunities

Why Consider This Opportunity?

- Step into a leadership role without being removed from the insurance business
- Lead an experienced Personal Lines team while maintaining strong industry exposure
- Combine management, Group business development, and Private Client responsibilities
- Work with respected high-net-worth insurance markets
- Build and strengthen relationships with Group clients and refe

📌 Team Lead – Personal Lines (Markham)
🏢 David Aplin Recruiting
📍 Markham