Personal Account Manager

About the Company: We are a large brokerage located in Vaughan, and we are currently looking for a Personal Lines Customer Service Representative (CSR) / Personal Lines Account Manager to grow with our team. About the Role: If you have a minimum of 3+ years experience as a Licensed Account Manager / CSR, RIBO or OTL licensed for at least 3 years+ and have a desire to continue their insurance career in a highly energetic and positive environment. Responsibilities: • The successful candidate must have strong work ethic and organization skills, be a team player have ability to work in a fast-paced insurance brokerage. • Above average service and computer skills along with excellent verbal and written communication skills. • EPIC Broker Management System, Applied Rating services and the company portals would be an asset. Qualifications: • RIBO license (active) • OTL License (willing to convert to RIBO) • University Degree or College Diploma • CAIB, CPIB or CIP designation (or working toward it) would be nice to have Required Skills: • Minimum of 3+ years experience in Personal Lines while holding a RIBO license or OTL license • Outstanding relationship building and client service • Proficient in EPIC, various insurance company portals and Microsoft Office • Strong organizational, time management, prioritizing • Attention to detail and problem solving skills • Effective written and verbal communication. This job posting is for an immediate / senior opening within our Personal Lines team.

Manage personal lines insurance accounts and provide high-quality customer service in a fast-paced brokerage environment. Utilize the EPIC system and company portals to handle client needs and maintain organized records.

Requires a minimum of 3 years of experience as a licensed Personal Lines Account Manager with an active RIBO or OTL license. A university degree or college diploma is required, and professional designations like CAIB, CPIB, or CIP are preferred.

• Service à la clientèleSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Relationship Building
• Client Service
• EPIC Broker Management System
• Microsoft Office
• Time Management
• Prioritizing
• Attention To Detail
• Problem Solving
• Written Communication
• Verbal Communication
• Organization Skills

• Customer Service & Support
• Finance & Accounting

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

29 août 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Associate

Mode de candidature

La candidature directe est offerte