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Publié il y a 3 jours

Personal Lines Account Manager

@ Hello World Recruitment

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Scugog, Ontario

3+ ans d’expérience
Postuler
SIGNAUX

En bref

Hello World Recruitment is hiring a Personal Lines Account Manager for a leading independent insurance brokerage. The role handles client policy requests, reviews coverage and supports producers and carriers, on a Monday to Friday schedule of about 35 hours per week with an initial in-person period before hybrid work. Active RIBO licence and at least 3 years of insurance experience are required.

Responsabilités :

  • Handle client calls, emails and faxes for policy requests
  • Review policies and recommend coverage options
  • Work with producers and upload endorsement requests to carriers
  • Follow up on non-renewals and coverage gaps
  • Support colleagues and participate in process improvements

Résumé des exigences :

  • Active RIBO licence in good standing (required)
  • Minimum 3 years of insurance experience
  • Strong problem-solving and time management skills
  • Attention to detail with policies and records
  • Strong sales and upselling ability
  • High empathy and professionalism

Outils et compétences

Deliver outstanding serviceCollaborationSupport colleaguesInsurance licenceProblem solvingTime managementPrioritizationAttention to detailSalesUpsellingInterpersonal skillsCommunication skillsAdaptability

Avantages mentionnés

Congés payésAide aux étudesCompte santé
Source et dates

Type de source non vérifié · jobsmedia

Date publiée par l’employeur
2026-11-07
Première détection par notre source
2026-10-20
Mise à jour du dossier source
2026-11-07

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineService à la clientèle
Expérience3 an(s) et plus
Heures par semaine35
Horairejour
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
Avantages mentionnésCongés payés généreux, Mieux-être

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Hello World Recruitment

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Description complète de l’entreprise

Hello World Recruitment is the Canadian recruitment firm dedicated to Insurance professionals in North America. We understand the specificities of every company and select highly qualified professionals and executives who can execute and innovate, but also blend in the organization's culture and context. We partner with the most exciting teams to offer career-defining opportunities. We take pride in supporting your career growth and building highly collaborative Insurance teams.

Abonnés LinkedIn
3 426
Personnes associées sur LinkedIn
3
Bureaux déclarés
  • Montreal, Québec, CA
  • Toronto, CA
Autres noms enregistrés
  • Hello World Recruitment
Le profil indique une agence de recrutement
Oui
Toutes ses offres Site Web

Hello World Recruitment is the Canadian recruitment firm dedicated to Insurance professionals in North America. We understand the specificities of every company and select highly qualified professionals and executives who can execute and innovate, but also blend in the organization's culture and context. We partner with the most exciting teams to offer career-defining opportunities. We take pride in supporting your…

ChampValeur
SecteurBusiness Consulting and Services
Taille2-10 employees
Siège socialMontreal, Québec
Type d’organisationPrivately Held
Fondée en2022
Offres sur Jobsy86
LinkedInVoir la page
Description

Job Description

A leading independent insurance brokerage is seeking a highly personable and knowledgeable Personal Lines Account Manager to provide outstanding customer service. In this role, you will manage client accounts, process policy updates, and recommend tailored coverage solutions. This is an exciting opportunity for someone who enjoys helping clients, working in a collaborative team environment, and growing their career with an established, client-focused organization.

Key Responsibilities

  • Client Service & Policy Management: Handle incoming calls, emails, and faxes to process client requests, including policy changes, quotes, cancellations, reinstatements, rewrites, and new policies.

  • Coverage Optimization: Review client policies and recommend coverage options tailored to their specific needs.

  • Producer & Carrier Collaboration: Work closely with Producers to ensure client requests are handled efficiently; upload and forward endorsement requests to insurance carriers.

  • Account Maintenance: Follow up on non-renewals, varied terms notices, potential coverage gaps, and client inquiries proactively.

  • Team Support & Growth: Support colleagues and provide backup for other team members as needed; participate in process improvements, team initiatives, and workplace activities.

Requirements & Qualifications

  • Licensing: Active RIBO license in good standing (Required).

  • Experience: Minimum of 3 years of prior insurance experience.

  • Technical & Professional Skills:

    • Strong problem-solving, time management, and prioritization skills to handle multiple client requests and renewals.

    • Excellent attention to detail and accuracy when handling policies, endorsements, and client records.

    • Strong sales and upselling ability to recognize coverage enhancement opportunities.

  • Interpersonal Skills:

    • High empathy, customer-focused mindset, and strong professionalism and integrity.

    • Exceptional communication skills with the ability to navigate difficult conversations (claims, rate increases, policy cancellations) with care.

    • A collaborative team player with strong initiative, adaptability, and resilience in a fast-paced environment.

Why Join Us? (Benefits)

  • Compensation: 💰 Competitive salary based on experience + additional commission earning opportunities.

  • Work-Life Balance:

    • Schedule: Monday to Friday, 9:00 AM – 4:30 PM.

    • Minimum 3 weeks paid vacation + paid wellness time.

    • Birthday off.

    • Paid volunteer day per year.

    • Hybrid Flexibility: Initial onboarding requires in-person work for 3–6 months, followed by hybrid flexibility (up to 2 days work-from-home).

  • Health & Wellness:

    • Comprehensive prescription benefits + $2,000 Health Spending Account (HSA).

    • $200 annual wellness bursary.

  • Professional Growth:

    • In-house growth programs, mentorship, and career advancement support.

    • Educational reimbursement for insurance-related courses (such as CAIB, subject to approval).

  • Perks & Environment: Supportive, innovative, and collaborative team culture.

Additional Information:

  • Hours: Standard full-time office hours (35 hours/week).

  • Work Environment: Collaborative, supportive, and professional.

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