Job Description

Personal Lines Account Manager

Location: Vaughan, ON
Role Type: Permanent | Full-Time

About the Opportunity

Leap Recruitment Partners is partnering with a well-established and highly respected insurance brokerage to hire a Personal Lines Account Manager. This is an excellent opportunity for an experienced Personal Lines professional who is passionate about delivering exceptional client service and building long-term client relationships.

As a trusted advisor, you will manage a diverse portfolio of personal insurance clients, providing expert guidance throughout the policy lifecycle. You'll work closely with clients, insurers, and internal team members to ensure a seamless customer experience while contributing to the brokerage's reputation for service excellence.

Key Responsibilities

• Manage a book of Personal Lines business, providing exceptional day-to-day client service.
• Build and maintain strong, long-term client relationships through proactive communication and trusted advice.
• Process policy changes, renewals, endorsements, cancellations, and new business transactions accurately and efficiently.
• Review client coverage needs and recommend appropriate insurance solutions to ensure adequate protection.
• Respond promptly to client inquiries regarding coverage, billing, claims, and policy documentation.
• Work collaboratively with insurance carriers to negotiate solutions and resolve client issues.
• Utilize EPIC Broker Management System and insurer portals to manage policies and maintain accurate client records.
• Maintain detailed documentation while ensuring compliance with regulatory and brokerage standards.
• Prioritize multiple tasks effectively in a fast-paced environment while consistently meeting service standards.
• Support business retention and identify opportunities for cross-selling and account growth where appropriate.

Qualifications

• Active RIBO License in good standing.
• Minimum 2 years of Personal Lines Account Management experience within an insurance brokerage.
• Strong working knowledge of personal insurance products and coverages.
• Experience using EPIC Broker Management System and insurance company portals.
• Excellent verbal and written communication skills.
• Exceptional organization, time management, and attention to detail.
• Strong customer service mindset with the ability to manage multiple priorities.
• Proficiency with Microsoft Office Suite.
• College diploma or university degree is considered an asset.
• CAIB and/or CIP designation is considered an asset.

What You'll Bring

• A client-first approach and genuine passion for delivering outstanding service.
• The ability to build trust and develop lasting client relationships.
• Strong problem-solving and critical-thinking skills.
• A collaborative attitude with the ability to work effectively within a team.
• Professionalism, accountability, and a commitment to continuous learning.

Why Join?

• Join a respected brokerage with an outstanding reputation in the insurance industry.
• Be part of a collaborative and supportive team environment.
• Work with an established client base and sophisticated insurance portfolio.
• Opportunities for ongoing professional development and career advancement.
• Competitive compensation and comprehensive benefits package.

At Leap Recruitment Partners, we are an Equal Opportunity and Affirmative Action Employer. We celebrate diversity and are committed to creating an inclusive workplace where all qualified applicants receive consideration for employment regardless of race, colour, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. We believe diverse perspectives strengthen our team and encourage candidates from all backgrounds to apply.