Personal Lines Account Manager

The Opportunity

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Our client, a respected and growing insurance brokerage, is seeking an experienced Personal Insurance Account Manager to join its client service team.

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This role is ideal for a service-oriented insurance professional who enjoys building long-term client relationships, providing expert insurance advice, and delivering a high level of support throughout the client lifecycle. Working collaboratively with internal teams and insurance partners, the successful candidate will manage a portfolio of personal insurance accounts while ensuring an exceptional client experience.

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Key Responsibilities

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Client Service & Account Management

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• Manage an assigned portfolio of personal insurance clients.
• Provide professional guidance on coverage options, policy changes, and risk management solutions.
• Handle renewals, endorsements, policy reviews, and account maintenance activities.
• Conduct coverage reviews and identify opportunities to enhance client protection.
• Respond to client inquiries promptly and provide ongoing support throughout the policy term.

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Insurance Advisory Services

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• Assess client needs and recommend appropriate insurance solutions.
• Prepare applications, proposals, and coverage recommendations.
• Assist clients with claims-related inquiries and advocate on their behalf when required.
• Collaborate with insurance markets to secure suitable coverage options and competitive terms.

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Team Collaboration

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• Work closely with producers, service colleagues, and insurer partners to deliver seamless client service.
• Support retention and account growth initiatives through proactive relationship management.
• Contribute to a positive, collaborative team environment focused on service excellence.

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Qualifications

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• Active RIBO license in good standing.
• Minimum three years of experience within a personal insurance brokerage environment.
• Strong knowledge of personal insurance products and coverage structures.
• Demonstrated commitment to client service and relationship management.
• Experience managing an assigned book of business is considered an asset.

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Skills & Competencies

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• Strong communication, presentation, and interpersonal skills.
• Excellent organizational abilities and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Professional and consultative approach to client interactions.
• Strong problem-solving and decision-making capabilities.
• Collaborative team player with a strong work ethic.
• Proficiency with common business software and brokerage technology platforms.

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Why Consider This Opportunity?

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• Opportunity to manage an established portfolio of clients.
• Collaborative team environment with strong internal support.
• Stable and growing organization with opportunities for career advancement.
• Client-focused culture that values professionalism, expertise, and relationship building.
• Competitive compensation and benefits package.

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Salary Information

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Compensation for the successful candidate will be determined by our client and may vary based on several factors, including local market conditions, geographic location, and job-related qualifications such as knowledge, skills, experience, education, and credentials.

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Expected salary range: $50,000.00 – $70,000.00 annually.

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