Personal Lines Account Manager

Personal Lines Account Manager

Location: Concord, ON (Hybrid schedule available after training)

Join One of Canada’s Top 10 Insurance Brokerages!

Are you ready to take the next step in your insurance career with one of the fastest-growing brokerages in the country? We’re proud to be recognized as one of Canada’s Top 10 Insurance Brokerages and a Great Place to Work Certified organization.

We’re a fun, energetic, and fast-paced team with a strong commitment to professional development and career advancement. Our culture encourages continuous learning through higher education, webinars, and training—empowering you to qualify for more advanced positions and long-term growth within.

We go beyond providing insurance solutions—we build relationships based on trust, integrity, and genuine care. Our clients rely on us to protect their futures, and we rely on our people to make that happen. Join a company that values collaboration, innovation, and shared success.

What You’ll Do

As a Personal Lines Account Manager, you’ll play an essential role in providing best-in-class service to our clients while supporting the ongoing growth of our brokerage. Your responsibilities will include:

• Building and maintaining positive, long-term relationships with clients

• Delivering exceptional customer service with professionalism and care

• Collaborating daily with underwriters and maintaining strong partnerships

• Reviewing property appraisal reports and identifying recommendations

• Managing e-docs and renewal lists efficiently

• Handling policy renewals, remarketing accounts as needed, and processing endorsements

• Managing outstanding payments and updating client banking information

• Quoting and processing policy changes through CQ and company portals

• Supporting Account Executives with renewals, new business, and policy changes

• Using sound judgment and problem-solving skills when assessing risk or resolving issues

What You Bring

• RIBO License in good standing (required)

• 1–2 years of experience in Personal Lines insurance (Account Manager, CSR, or TSR role)

• Strong understanding of insurance products, policies, and industry practices

• Excellent customer service and communication skills

• Proficiency in Microsoft Office and EPIC, ARS

• Ability to work effectively both independently and as part of a team

• Exceptional organization, time management, and problem-solving abilities

Why You’ll Love Working with Them

We believe that happy employees create happy clients. That’s why we offer a comprehensive rewards package designed to support your well-being, financial goals, and career growth:

• Hybrid work model after training (based in Concord, ON)

• Comprehensive health benefits, including:

  Medical, Dental, and Vision Care

  Disability and Extended Health Coverage

• RRSP Matching Program to help you plan for your financial future

• Employee Assistance Program (EAP) to support your mental and emotional well-being

• Tuition Reimbursement Program to foster professional development

• Onsite gym access to promote a healthy lifestyle

• Vibrant company culture with year-round social events, team celebrations, and community involvement initiatives

Join Our Team

If you’re looking for a workplace where your contributions are valued, your growth is supported, and your future is protected, Apply today and take the next step in your insurance career with one of Canada’s leading brokerages.