Personal Lines Account Manager

Region: Durham Region, Toronto Region, Will also work Remote, York Region

Work Preference: Hybrid, Remote

  • ID: p-105403
  • Description: Exemplary Personal Lines Account Manager and Team Lead who consistently delivers superior client service while supporting and mentoring colleagues. Known for her approachable personality, collaborative leadership style, and forward-thinking mindset, she takes pride in building strong client relationships and ensuring every client feels supported and is protected. True asset to any team.
  • Goal: To work remotely for a stable brokerage that is reputable, where she can feel comfortable knowing she has job security. Increase customer satisfaction, exceed customer expectations
  • Accomplishments: She has generated over $270K in new business from referrals, achieved a high client retention rate, and received multiple commendations for delivering outstanding client service
  • Systems: EPIC, Applied Rating
  • Markets: All Major Portals
  • Years of Experience: 3 years Personal Lines AM/CSR, 3 years as a PL OTL Agent
  • Salary: 65k
  • Education: RIBO active and in good standing, BA in Political Science
  • Languages: English
  • Location: Based in Whitby; REMOTE ROLES
  • Area of Expertise: Home & Auto, Marine, Trailers, Cabins, ATVs, RVs, Motorcycles; some exposure to VIP clientele
Additional Comments
Proactively manages all aspects of the Personal Lines lifecycle, including renewals, endorsements, substitutions, remarkets, policy changes, and ongoing account servicing. Diligently follows up on outstanding documents and payments, keeps clients informed of billing changes, and conducts thorough renewal reviews to address evolving coverage needs and identify opportunities to better protect their assets.
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