Personal Lines Insurance Account Manager with R.I.B.O. expertise will advise clients, manage renewals, and deliver responsive service at Whitley Newman Insurance & Financial Services.

This Account Manager maintains a personal lines book of business while generating current business and supporting producer activities. The work includes client education, coverage recommendations, cross selling, policy servicing, and detailed documentation. Strong communication, organization, and attention to detail are central to serving clients effectively.

Key Responsibilities:

- Maintain a personal lines book of business
- Inform clients about insurance options and coverage details
- Review renewals, recommendations, and comparison quotes
- Process policy changes, claims, notices, and cancellations
- Document client conversations and attachments in EPIC

Requirements:

- Minimum three years of insurance experience
- Required R.I.B.O. qualification
- Preferably pursuing C.I.P. or C.A.I.B. designation
- Strong interpersonal, presentation, and communication skills
- Proficiency in Outlook, Word, and EPIC

Use personal lines expertise, renewal review, and EPIC proficiency to support clients and business growth as Account Manager.

📌 Personal Lines Insurance Account Manager (Campbellford)
🏢 Whitley Newman Insurance & Financial Services
📍 Campbellford