Personal Lines Insurance Account Manager

Personal Lines Account Manager - Insurance

At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.

We’re looking for a Personal Lines Account Manager to join an a fast-growing team with a brokerage in North York, ON. This role will be responsible for managing a book of personal lines business, helping to drive growth while maintaining strong relationships with existing clients. The successful candidate will report directly to the Personal Lines Manager.

3 Reasons to Apply:

🔑 Join a reputable brokerage that values personal growth and offers career development opportunities.

💰 Competitive compensation package with benefits, RRSP matching, and more.

🚗 Hybrid work options available with flexibility to work from our Vaughan or North York locations.

Responsibilities:

1. Client Service & Support: Respond quickly and professionally to telephone, email, and fax inquiries while ensuring the highest level of service.
2. Account Management: Review renewals, provide quotes, and remarket policies as necessary to keep the portfolio competitive.
3. Cross-Selling & Up-Selling: Identify and act on opportunities to cross-sell and up-sell products to maximize account growth.
4. Claims & Endorsements: Handle endorsements, renewals, and claims, ensuring all necessary documentation is processed through EPIC and company portals.

Desired Skills:

• Minimum 3-5 years of experience in personal insurance account management.
• R.I.B.O. license required.
• Proficiency in EPIC brokerage system is essential.
• Strong knowledge of insurance carriers.
• Excellent interpersonal, communication, and organizational skills.
• Proficient in MS Outlook, Excel, and Word.

Contact:
If this role sounds like a good fit for you, please reach out directly at natalie@helloworldrecruitment.ca to learn more.