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27 Oct 2022

Full-Time Personal Lines Account Manager – Ajax

Insurance Career Network – Posted by Monica Ajax, Ontario, Canada

Job Description

Providing insurance solutions since 1980, our client is a leading and well recognized insurance brokerage in the Durham region.  As a progressive insurance brokerage, their success will depend upon employee efforts to work as a team toward achieving the brokerage’s business objectives. By providing their customers with exceptional service and technical competency in a timely manner, they maintain the highest level of integrity and professionalism, attain sales goals, and improve the well being of their employees.

The position – R.I.B.(Ont) Licenced Account Manager (Personal Lines Insurance)

Looking for an experienced, enthusiastic and motivated individual to join a growing team! The ideal candidate would have a minimum of 2 years’ experience working in the insurance industry and has a passion for delivering extraordinary service.

Key responsibilities: To provide an extraordinary experience by offering a wide variety of insurance solutions, customer service and creating a best in class customer experience that results in retention and referrals.


Provide ongoing friendly Customer Service, advising on insurance matters, assessing needs, recommending solutions, answering inquiries
Ensuring clients fully understand policy coverage and exclusions through clear and concise communication
Retaining existing clientele through extraordinary service levels, remarketing of renewals to alternate insurance companies, ensuring mono-line accounts are solicited for the other line and directed to New Business Account Managers
Ensure the quality of business renewed or re-written meets guidelines
Referral of prospects for cross sell opportunities
Reporting new claims and suspending follow up claims management per protocol to Claims Coordinator always showing empathy
Processing policy changes on company portals, suspending follow up to In House Underwriter for review and proactively communicating billing changes to clients
Responsible for pulling all reports, after obtaining required consents and documenting file

Personal Attributes:

Strong understanding of insurance wordings
Strong Customer Service Skills including effective listening and people skills
Strong written and oral communication skills
Strong organizational and time management skills
Strong computer skills, MS Word, Excel ,Outlook, CQ, Sig, Blue Butler and company portals
The ability to work in a fast paced environment
Attention to detail imperative to eliminate any errors or omissions
Ability to work under pressure and multi-task
Strong ability to problem-solve difficult situations and provide solutions

Education and Experience:

Minimum 2 years experience in the insurance industry
Applied EPIC experience an asset
CIP or CAIB designation or working toward this designation an asset
RIBO license required
Experience in handling VIP clients an asset
Sales Experience an asset

What’s in it for you?

The opportunity to be part of a successful and growing company with a great culture
The chance to grow professional and make a difference
The opportunity to work close to home
Contribute to a high performing team in a collaborative environment
Comprehensive compensation and benefits package
Job Location: Ajax, Brooklin, or Hybrid (flexible option) ON

How to Apply

Insurance Career Network is a recruitment firm focused exclusively on the insurance industry.  Our relationships, knowledge and leading experience enable us to connect leading insurers, brokerage firm and independent adjusting firms with the most talented candidates for each role. Since 1991, we have been building and nurturing relationships and with over 13,000 registered candidates, we can tap into our highly technical experience for our clients.  Our recruiters come directly from insurance related positions and bring a wealth of knowledge to each recruitment assignment. TO APPLY: Register and submit your resume to  or call Monica for more information 416 703-5120 ext 201

Job Categories: Manager Personal Lines. Job Types: Full-Time.

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