Job Title:
Personal Insurance Account Manager
Location:
Vaughan or North York, ON (Hybrid Work Flexibility Available)
Reports To:
Personal Lines Manager
About Us
Our clients believe in empowering their team with the tools, support, and opportunities they need to thrive. As a forward-thinking and client-focused brokerage, we are committed to delivering exceptional service and tailored insurance solutions. We also invest in our people—because when you grow, we grow.
What We Offer
Comprehensive Compensation
:
Competitive salary and full benefits package
Retirement Support
: RRSP Matching Program
Professional Development
:
Access to professional development courses and industry designations
100% tuition reimbursement for business-relevant courses and training
Career Growth
:
Clear learning and advancement opportunities
Work-Life Balance
:
Hybrid remote work flexibility
Position Overview
We are currently seeking a Personal Insurance Account Manager to join our team. This individual will be responsible for servicing and growing an existing book of personal insurance business while maintaining a high level of client satisfaction. The role offers the flexibility to work out of either our Vaughan or North York offices.
Key Responsibilities
Respond promptly and professionally to client inquiries via phone, email, or fax
Conduct thorough renewal reviews, recommend coverage updates, and perform market comparisons
Proactively identify opportunities to cross-sell and up-sell additional insurance products
Process renewals, endorsements, change requests, and claims efficiently using EPIC and carrier portals
Ensure accuracy and completeness in all policy documentation and communications
Issue in-house endorsements and pink slips as required
Organize and prepare documents for new business, including obtaining necessary signatures
Order MVR, Autoplus/DASH, and HITS reports as needed
Collaborate with and support other team members to meet client and business needs
Qualifications
Minimum 5 years of personal insurance experience
Valid RIBO license (Registered Insurance Brokers of Ontario)
Experience with
EPIC brokerage management system
Strong knowledge of insurance carriers and underwriting guidelines
Exceptional interpersonal and problem-solving skills
Ability to manage competing priorities while delivering outstanding service
Proficient in Microsoft Outlook, Word, and Excel
Highly organized, detail-oriented, and self-motivated
Join Our Team
If you're passionate about personal insurance, thrive in a collaborative environment, and want to be part of a company that truly supports your development, we’d love to hear from you.
Apply today and take the next step in your career.
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