High Net Worth Personal Lines Account Manager

About Us

Boardwalk Insurance is a forward-thinking brokerage in Ontario, dedicated to delivering sophisticated insurance solutions and exceptional client service. We specialize in advising clients with complex and high-value insurance needs, combining expertise, innovation, and a personalized approach to exceed expectations. Discover the Boardwalk difference and explore more at www.myboardwalk.ca

The Opportunity

We are seeking a High Net Worth Personal Lines Account Manager to join our growing team. This role is ideal for a service-driven insurance professional who thrives in a fast-paced environment and has a strong understanding of complex personal risk exposures.

You will manage a portfolio of affluent and retail clients, providing tailored insurance solutions across high-value homes, luxury automobiles, secondary residences, collectibles, and more. This position requires a consultative mindset, strong relationship-building skills, and the ability to deliver a white-glove client experience.

This role will start at the beginning of August.

Key Responsibilities

• Build and maintain long-term relationships with retail and high-net-worth clients through proactive, concierge-level service
• Conduct comprehensive coverage reviews and provide strategic insurance advice tailored to complex risk profiles
• Manage policy renewals, remarketing, and endorsements with accuracy and efficiency
• Collaborate closely with producers, insurers, and underwriting partners to deliver customized solutions
• Advocate for clients and guide them through the claims process with professionalism and care.
• Maintain accurate, defensible broker notes across all client interactions —

advice given, coverages offered, coverages declined

• Identify and act on account rounding and cross-sell opportunities within the

existing book

• Escalate complex or sensitive matters to the VP of Private Client Practice

appropriately — not as a default, but when genuinely warranted

Qualifications & Experience

• Active RIBO License (required)
• Proven ability to manage complex accounts and deliver exceptional client service
• Strong negotiation, influencing, and relationship management skills
• Excellent written and verbal communication abilities
• Highly organized with strong attention to detail
• Proficiency with MS Office (Outlook, Word, Excel) Google, and brokerage management systems (Acturis, Applied Rating Services)
• Self-motivated, results-driven, and committed to professional growth

What We Offer

• Competitive base salary (commensurate with experience)
• Commission based incentives
• Comprehensive benefits plan (available after 3 months)
• Hybrid work model (flexibility to be discussed)
• A collaborative, growth-oriented environment with opportunities for advancement

Our Commitment to Inclusion

Boardwalk Insurance is an equal opportunity employer. We are committed to providing accommodations for applicants with disabilities throughout the recruitment process. Please advise us of any accommodations required.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.