Personal Lines Account Manager

Job summary

Manage a portfolio of personal insurance clients by handling policy changes, renewals, quotations, coverage guidance, endorsements, and claims reporting and follow-up. Build client relationships, coordinate with carriers, maintain accurate records and documentation, identify cross-selling opportunities, and contribute to marketing and team initiatives.

Job details

Company Description Gifford Carr is an independent insurance brokerage and financial services firm that has been protecting what matters for over 75 years. The organization delivers tailored insurance, benefits, and financial planning solutions to individuals and businesses across Canada. With access to a wide range of carriers and products, Gifford Carr focuses on solutions that prioritize clients’ best interests and peace of mind. The team combines deep industry knowledge and experience to help clients feel confident and well supported through all of life’s changes. Gifford Carr is committed to long-term relationships built on trust, personalized service, and reliable protection. Role Description The Personal Lines Account Manager is a full-time hybrid role based in Sudbury, ON, with flexibility for some work from home. This role manages a portfolio of personal insurance clients, handling policy changes, renewals, and new business quotations while ensuring coverage is accurately tailored to client needs. The Account Manager responds to client inquiries, provides guidance on coverage options, processes endorsements, and supports claims reporting and follow-up. Day-to-day responsibilities include building strong client relationships, liaising with insurance carriers, preparing documentation, and maintaining up-to-date records in agency management systems. The role also involves identifying cross-selling opportunities, supporting marketing initiatives, and contributing to a collaborative, service-focused team environment. Qualifications Strong Account Management skills, including managing a personal lines portfolio and maintaining accurate client records. Excellent Customer Service abilities with a focus on client advocacy, responsiveness, and relationship building. Knowledge of Personal Insurance products (e.g., home, auto, condo, tenant) and ability to advise clients on appropriate coverage. Understanding of Insurance practices and regulations, including working with multiple carriers and policy documentation. Relevant insurance licensing or designation (e.g., RIBO or equivalent) or eligibility to obtain within a defined timeframe. Proficiency with insurance management systems and standard office software (e.g., MS Office, CRM tools). Strong communication, organization, and time-management skills, with attention to detail and accuracy. Ability to work effectively in a hybrid environment, balancing in-office collaboration in Sudbury, ON and independent work from home. Previous experience in a brokerage or similar insurance environment is preferred.

What you’ll do

Manage a portfolio of personal insurance clients by handling policy changes, renewals, quotations, coverage guidance, endorsements, and claims reporting and follow-up. Build client relationships, coordinate with carriers, maintain accurate records and documentation, identify cross-selling opportunities, and contribute to marketing and team initiatives.

Requirements

Candidates should have personal lines account management experience, strong customer service and communication skills, and knowledge of home, auto, condo, and tenant insurance products and practices. A RIBO license or equivalent, or eligibility to obtain one within a defined timeframe, is required; proficiency with insurance management systems and office software is also expected, while brokerage experience is preferred.

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Lines Account Management
• Customer Service
• Personal Insurance
• Client Relationship Building
• Coverage Advice
• Policy Changes
• Renewals
• New Business Quotations
• Endorsement Processing
• Claims Reporting and Follow-Up
• Insurance Carrier Liaison
• Cross-Selling
• Client Record Management
• Insurance Regulations
• Communication
• Time Management

Job areas

• Customer Service & Support
• Sales
• Finance & Accounting
• Management & Leadership