Personal Lines Account Manager

About

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 exciting 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 the brokerage’s Vaughan or North York locations.

Responsibilities

• Client Service & Support: Respond quickly and professionally to telephone, email, and fax inquiries while ensuring the highest level of service.
• Account Management: Review renewals, provide quotes, and remarket policies as necessary to keep the portfolio competitive.
• Cross-Selling & Up-Selling: Identify and act on opportunities to cross-sell and up-sell products to maximize account growth.
• 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 to us directly at alex@helloworldrecruitment.ca to learn more.