Job Description

One of our clients, A well-established, community-focused and reputable insurance brokerage dedicated to providing personalized insurance solutions for over 70 years is looking for a Personal Lines Account Manager. 

• Shift: Monday-Friday, 9AM – 4:30 PM (Tentatively)
• Location: Hybrid, Bowmanville/Oshawa, Ontario 
• Role Type: Permanent

Responsibilities

• Handle inbound communication, including phone calls, emails, and faxes, to process client requests such as policy modifications, quotes, cancellations, reinstatements, rewrites, and new business.
• Assess coverage needs and recommend appropriate policy options for clients.
• Collaborate with sales professionals to ensure client concerns are resolved promptly.
• Follow up on non-renewal notices and updates to policy terms.
• Manage and submit endorsement requests to insurers.
• Take part in team-driven improvements, special projects, and local community engagement efforts.
• Support fellow team members by providing backup when necessary.

Qualifications

• Exceptional problem-solving skills with the ability to identify client needs and recommend tailored insurance solutions.
• Strong attention to detail, ensuring precision when processing policies, endorsements, and client data.
• Client-focused mindset with a compassionate approach to guiding clients through their insurance decisions.
• Ability to thrive in a fast-paced environment, adapting to industry changes with ease.
• Proven time management skills, efficiently handling renewals, policy changes, and client inquiries.
• Strong sales and advisory skills, proactively identifying opportunities to enhance client coverage.
• Collaborative and team-oriented, working closely with internal teams to deliver exceptional client service.
• Proactive in identifying potential coverage gaps, following up on renewals, and addressing client concerns.
• Committed to professionalism and integrity, maintaining high ethical standards in all client interactions.
• Skilled at managing difficult conversations, ensuring clients feel informed and supported during claims or policy changes.
• Active RIBO license in good standing (required).
• At least 2 years of experience in the insurance industry with a focus on client service and policy management.

At Leap we are an Equal Opportunity and Affirmative Action Employer. That means all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Leap will not tolerate any discrimination or harassment based on any of these characteristics. Leap encourages applicants of all ages.