Account Manager, Personal Lines

Location: Newmarket, ON
Employment Type: Full-Time, In-Office

About the Company

Our client is a fast-growing, award-winning insurance brokerage recognized for its exceptional client service and team-oriented culture. With a strong reputation built on professionalism, expertise, and community involvement, the brokerage provides a supportive environment where employees are encouraged to grow, succeed, and contribute to the company’s continued success.

The team takes pride in creating a positive and collaborative workplace, where dedication to clients and commitment to excellence are valued and rewarded.

Position Overview

The Personal Lines Account Manager is responsible for delivering superior client service and maintaining strong, long-term relationships with personal insurance clients. This individual will manage a personal lines portfolio by providing knowledgeable advice, proactive solutions, and prompt, professional service.

This is an excellent opportunity for an experienced, motivated insurance professional who enjoys working in a client-focused and dynamic environment.

Key Responsibilities

• Manage and retain a personal lines book of business by providing outstanding customer service and proactive client communication

• Build and maintain strong relationships with clients and insurance partners

• Respond promptly to client inquiries and claims, providing claims counselling and following internal claims procedures

• Review and process policy renewals, ensuring accuracy, appropriate coverage, and competitive premiums; remarket accounts as necessary

• Maintain up-to-date knowledge of products, market trends, and underwriting guidelines by attending meetings, webinars, and training sessions

• Encourage clients to explore additional coverage options such as commercial or financial services

• Accurately update and maintain client records in the EPIC management system, following internal procedures and documentation standards

• Communicate clearly and professionally with clients, colleagues, and insurers to ensure service excellence and reduce the risk of E&O exposure

• Adhere to all company policies, binding authority limits, and compliance requirements

Qualifications and Skills

• RIBO license required

• Minimum 2 years of personal lines customer service experience in a brokerage environment

• Strong knowledge of personal insurance products, underwriting requirements, and market trends

• Excellent communication, organizational, and problem-solving skills

• Demonstrated ability to prioritize and manage multiple tasks effectively

• High attention to detail and commitment to accuracy

• Proficient with EPIC or other insurance management systems

• A positive attitude and commitment to providing exceptional client service

What’s Offered

• A professional, team-oriented environment that values collaboration and integrity

• Comprehensive benefits package

• Opportunities for professional growth and development

• A supportive leadership team focused on employee success and engagement

• A company culture built on respect, trust, and dedication to clients and community

How to Apply

If you are an experienced insurance professional seeking a rewarding role within a respected and growing brokerage, we invite you to apply.
Join a team that values professionalism, integrity, and excellence in everything they do.