Personal Lines Account Manager

Job summary

Manage and service a diverse portfolio of personal insurance clients, providing tailored solutions and policy support. Handle new business applications, renewals, and claims while maintaining accurate records in the broker management system.

Job details

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 benefits package + RRSP matching 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 Ready to elevate your insurance career? Apply now ad become part of a passionate team committed to making a difference in clients' lives! At Aplin — together with our brands CompuStaff, Impact Recruitment, and Vantix Systems — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers. Accommodation is available upon request throughout all stages of the recruitment process.

What you’ll do

Manage and service a diverse portfolio of personal insurance clients, providing tailored solutions and policy support. Handle new business applications, renewals, and claims while maintaining accurate records in the broker management system.

Requirements

Candidates must hold a RIBO License and have at least 2 years of experience managing personal lines accounts. Proficiency in Applied EPIC and ARS is considered a bonus.

Benefits

• Hybrid Work Model
• New Business Commission
• Paid Time Off
• Sick Days
• Group Benefits Package
• RRSP Matching

Listed skills

• Communication Skills · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Policy Servicing
• Client Relationship Management
• Underwriting Guidelines
• Applied EPIC
• ARS
• Claims Support
• Portfolio Management
• Communication Skills
• Organizational Skills

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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