Personal Lines Account Manager

Job Title: Personal Lines Account Manager

Location: 505 Hwy 7 #311, Thornhill, ON L3T 7T1

Employment Type: Full-Time / Permanent

Salary: 55k to 65k

Reason for Vacancy: Immediate opening to fill an existing vacancy.

Who we are:

Established in 2008, My Insurance Broker is a proud family-owned and Canadian-operated brokerage. As one of Ontario’s fastest-growing online brokerages, we have forged strong partnerships with Canada’s leading insurance companies. With multiple offices across Southern Ontario and a dedicated support center in Richmond Hill, we are committed to delivering superior pricing, comprehensive coverage, and exceptional service to our clients.

About the role

In this role, you will be responsible for overseeing and managing personal lines accounts, ensuring compliance with underwriting and regulatory guidelines, and delivering exceptional client service. You will lead operational initiatives, support brokers, and foster strong relationships with insurer partners. This position requires a strategic thinker with expertise in personal lines insurance, process improvement, team leadership, and workflow optimization, contributing to the overall success and efficiency of the brokerage.

What you’ll be doing:

• Manage and service a portfolio of personal lines clients, including home, auto, renters, and other individual insurance policies.
• Review renewal strategies, remarket accounts, and provide recommendations aligned with underwriting guidelines and client needs.
• Assess client risk exposures and recommend tailored insurance solutions to meet individual needs.
• Support cross-selling and upselling initiatives while maintaining compliance with brokerage and regulatory standards.
• Maintain and exceed retention targets through proactive client engagement.
• Discuss and set payment terms, actively managing accounts receivables.
• Problem-solve and overcome sales objections effectively.
• Respond to insurance company and client inquiries professionally and promptly.
• Complete all necessary documentation accurately on technology platforms for marketing purposes.
• Keep current client files organized and up-to-date.
• Maintain and strengthen relationships with current clients, ensuring their needs are met and contracts are renewed in a timely manner.
• Work closely with colleagues across departments to drive company objectives, fostering a collaborative and supportive team environment.
• Perform other duties as required to support the team and business objectives.

What we need you to bring:

• Minimum College or University level Degree/Undergraduates Degree or comparable experience
• 3-5 years Experience in personal lines insurance, underwriting, and account management
• Active RIBO Licence
• Proficient with insurance policy systems as well as MS Office, specifically Excel, Word, and Outlook
• Experience working with company portals and Broker Management System (EPIC) is an asset.
• CIP or CAIB Certification or working towards its completion

My Insurance Broker is an equal opportunity employer committed to fostering an inclusive, respectful, and diverse workplace. We are committed to providing accommodation upon request for applicants and employees with disabilities, in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of our hiring process, please inform us and we will work with you to meet your needs.

Your application will be reviewed by a member of our recruitment team who will carefully assess your qualifications - never AI. We thank all candidates for their interest, however, only those selected for an interview will be contacted.