Job Title: Personal Insurance Account Manager (VIP)Location: Hybrid Remote – [City, Province]Industry: Insurance/BrokerageType: Full-time

About the Opportunity

Are you a seasoned insurance professional with a passion for delivering exceptional client service? Our client, a respected brokerage firm, is seeking a Personal Insurance Account Manager to join their dynamic team. This role is ideal for a self-motivated and detail-oriented individual looking to contribute to a collaborative environment while managing and growing a book of VIP personal lines business.

What We Offer

• Competitive compensation package

• Full benefits coverage

• RRSP matching program

• Hybrid remote work flexibility

• 100% tuition reimbursement for business-relevant courses

• Professional development opportunities and designations

• Ongoing learning and growth in a supportive team environment

Position Overview

Reporting to the Personal Lines Team Lead – Servicing, the Personal Insurance Account Manager is responsible for servicing and growing an existing portfolio of VIP clients. You will ensure a high standard of client care while proactively identifying cross-sell and up-sell opportunities. Your role will also involve collaboration with internal teams to ensure operational excellence.

Key Responsibilities

• Deliver prompt and professional responses to client inquiries via phone, email, and fax

• Perform detailed renewal reviews and provide recommendations, quotes, and re-marketing when necessary

• Identify cross-sell and up-sell opportunities to maximize account value

• Handle all renewals, endorsements, claims, and policy changes

• Process changes and documentation through EPIC and carrier portals

• Review and invoice endorsements and renewals as required

• Issue pink slips, endorsements, and new business documentation

• Prepare and send new business documents for client signatures

• Conduct standard reporting (e.g., MVR, Autoplus, HITS)

• Maintain accurate records and scan documents into EPIC

• Support team members and contribute to a positive team culture

Requirements

• Minimum of 5 years' experience in VIP/personal lines insurance

• EPIC brokerage system experience is required

• R.I.B.O license is mandatory

• Strong knowledge of insurance carriers and industry practices

• Excellent interpersonal, communication, and problem-solving skills

• Proven ability to work independently and manage multiple tasks efficiently

• Proficiency in MS Outlook, Excel, and Word

Join Us

If you thrive in a fast-paced environment, enjoy providing top-tier service to high-net-worth clients, and are looking to grow your career in insurance, we encourage you to apply.

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