Posted 6 days ago
Personal Lines Account Manager
@ Insight Global
Ottawa, Ontario
Responsibilities:
- Manage a portfolio of personal lines clients (Auto, Home, Condo, Tenant, etc.)
- Handle new business, renewals, endorsements, cancellations, and policy changes
- Assess client needs and recommend appropriate coverage solutions
- Provide clear explanations of policy terms, coverage options, and pricing
- Market risks to insurers and negotiate coverage and premiums as needed
- Maintain accurate client and policy records in the broker management system
Requirements summary:
- Ensure compliance with regulatory requirements and brokerage procedures
- Must‑Have Qualifications
- Minimum 2 years of experience in a Personal Lines Insurance Broker role (or similar personal insurance position)
- Proficiency with Applied Systems Epic (daily hands‑on experience required)
- Strong organizational skills with the ability to manage high volumes of transactions
- Exact compensation may vary based on several factors, including skills, experience, and education.
Tools & skills
Benefits mentioned
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-11-04
- First seen by our source
- 2026-11-10
- Source record updated
- 2026-11-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Insight Global
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Insight Global is a talent, consulting, and AI company.
Full company description
Insight Global is an international talent and consulting company that delivers business outcomes in an ever-changing world. We obsess over solving problems and building solutions that move our customers further, faster. With access to top talent in more than 50 countries, our tech-enabled recruiters can build teams quickly. Our technical experts across Cloud, AI, Data, Enterprise Operations, and Applied Engineering deliver solutions tailored to each customer’s needs. As those needs evolve, so do we. As we evolve, though, we stay true to our purpose: to develop people personally, professionally, and financially so they can be the light to the world around them. It shows up in everything we do, from investing in our people to delivering results for our customers to making a meaningful impact in our communities.
- LinkedIn followers
- 5,364,002
- People associated on LinkedIn
- 20,105
- Reported office locations
- 1224 Hammond Drive, Suite 1500, Atlanta, Georgia 30346, US
- 100 King St W, Suite 5210, Toronto, Ontario M5X 1A9, CA
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- 99 Bank St, Suite 1002, Ottawa, Ontario K1P 6B9, CA
- 345 King St, Suite 202, Kitchener, Ontario N2G 1B8, CA
- Business categories
- Content Marketing
- Small and Medium Businesses
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- Finance
- Employment
- Consulting
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- Management and consulting
- Other recorded names
- Insight Global
- Specialties
- Consulting
- Talent Services
- Staffing
- and International Staffing
- Profile identifies a recruitment agency
- Yes
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Insight Global is an international talent and consulting company that delivers business outcomes in an ever-changing world. We obsess over solving problems and building solutions that move our customers further, faster. With access to top talent in more than 50 countries, our tech-enabled recruiters can build teams quickly. Our technical experts across Cloud, AI, Data, Enterprise Operations, and Applied Engineering…
| Field | Value |
|---|---|
| Industry | Business Consulting and Services |
| Company size | 1,001-5,000 employees |
| Headquarters | Atlanta, Georgia |
| Organization type | Privately Held |
| Year founded | 2001 |
| Specialties | ConsultingTalent ServicesStaffingand International Staffing |
| Open jobs on Jobsy | 290 |
| View page |
About the Role
We are looking for an experienced Personal Lines Insurance Broker to service and grow a portfolio of personal insurance clients. This role focuses on delivering exceptional customer service while providing tailored insurance solutions for home, auto, and personal property risks. The ideal candidate is client‑focused, detail‑oriented, and comfortable working in a fast‑paced brokerage environment.
Key Responsibilities
- Manage a portfolio of personal lines clients (Auto, Home, Condo, Tenant, etc.)
- Handle new business, renewals, endorsements, cancellations, and policy changes
- Assess client needs and recommend appropriate coverage solutions
- Provide clear explanations of policy terms, coverage options, and pricing
- Market risks to insurers and negotiate coverage and premiums as needed
- Maintain accurate client and policy records in the broker management system
- Respond promptly and professionally to client inquiries
- Ensure compliance with regulatory requirements and brokerage procedures
Must‑Have Qualifications
- Minimum 2 years of experience in a Personal Lines Insurance Broker role (or similar personal insurance position)
- Active RIBO certification (in good standing)
- Proficiency with Applied Systems Epic (daily hands‑on experience required)
- Strong proficiency with Microsoft 365 (Outlook, Word, Excel, Teams)
- Solid understanding of personal insurance products
- Excellent communication and customer service skills
- Strong organizational skills with the ability to manage high volumes of transactions
Compensation:
$60K - $70K per year + full benefits packages +commission
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as short-term and long-term disability, life insurance and AD&D. Employees will also have access to a registered retirement savings account with employer matching. Employees in this role are also entitled to sick leave and/or other paid time off as provided by applicable law.
Artificial intelligence tools are used to assist in screening and assessing applicants for this position.
Vacancy: This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.
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