Posted 1 hour ago
Personal Lines Account Manager
@ Hello World Recruitment
Scugog, Ontario
Overview
Hello World Recruitment is hiring a Personal Lines Account Manager for a leading independent insurance brokerage. The role handles client policy requests, reviews coverage and supports producers and carriers, on a Monday to Friday schedule of about 35 hours per week with an initial in-person period before hybrid work. Active RIBO licence and at least 3 years of insurance experience are required.
Responsibilities:
- Handle client calls, emails and faxes for policy requests
- Review policies and recommend coverage options
- Work with producers and upload endorsement requests to carriers
- Follow up on non-renewals and coverage gaps
- Support colleagues and participate in process improvements
Requirements summary:
- Active RIBO licence in good standing (required)
- Minimum 3 years of insurance experience
- Strong problem-solving and time management skills
- Attention to detail with policies and records
- Strong sales and upselling ability
- High empathy and professionalism
Tools & skills
Benefits mentioned
Source and dates
Source type not verified · jobsmedia
- Employer posting date
- 2026-11-07
- First seen by our source
- 2026-10-20
- Source record updated
- 2026-11-07
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 3+ years |
| Hours per week | 35 |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Perks mentioned | Generous paid time off, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Hello World Recruitment
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.
Don't find a job. Build a career. 🍁🚀
Full company description
Hello World Recruitment is the Canadian recruitment firm dedicated to Insurance professionals in North America. We understand the specificities of every company and select highly qualified professionals and executives who can execute and innovate, but also blend in the organization's culture and context. We partner with the most exciting teams to offer career-defining opportunities. We take pride in supporting your career growth and building highly collaborative Insurance teams.
- LinkedIn followers
- 3,426
- People associated on LinkedIn
- 3
- Reported office locations
- Montreal, Québec, CA
- Toronto, CA
- Other recorded names
- Hello World Recruitment
- Profile identifies a recruitment agency
- Yes
Hello World Recruitment is the Canadian recruitment firm dedicated to Insurance professionals in North America. We understand the specificities of every company and select highly qualified professionals and executives who can execute and innovate, but also blend in the organization's culture and context. We partner with the most exciting teams to offer career-defining opportunities. We take pride in supporting your…
| Field | Value |
|---|---|
| Industry | Business Consulting and Services |
| Company size | 2-10 employees |
| Headquarters | Montreal, Québec |
| Organization type | Privately Held |
| Year founded | 2022 |
| Open jobs on Jobsy | 86 |
| View page |
Job Description
A leading independent insurance brokerage is seeking a highly personable and knowledgeable Personal Lines Account Manager to provide outstanding customer service. In this role, you will manage client accounts, process policy updates, and recommend tailored coverage solutions. This is an exciting opportunity for someone who enjoys helping clients, working in a collaborative team environment, and growing their career with an established, client-focused organization.
Key Responsibilities
Client Service & Policy Management: Handle incoming calls, emails, and faxes to process client requests, including policy changes, quotes, cancellations, reinstatements, rewrites, and new policies.
Coverage Optimization: Review client policies and recommend coverage options tailored to their specific needs.
Producer & Carrier Collaboration: Work closely with Producers to ensure client requests are handled efficiently; upload and forward endorsement requests to insurance carriers.
Account Maintenance: Follow up on non-renewals, varied terms notices, potential coverage gaps, and client inquiries proactively.
Team Support & Growth: Support colleagues and provide backup for other team members as needed; participate in process improvements, team initiatives, and workplace activities.
Requirements & Qualifications
Licensing: Active RIBO license in good standing (Required).
Experience: Minimum of 3 years of prior insurance experience.
Technical & Professional Skills:
Strong problem-solving, time management, and prioritization skills to handle multiple client requests and renewals.
Excellent attention to detail and accuracy when handling policies, endorsements, and client records.
Strong sales and upselling ability to recognize coverage enhancement opportunities.
Interpersonal Skills:
High empathy, customer-focused mindset, and strong professionalism and integrity.
Exceptional communication skills with the ability to navigate difficult conversations (claims, rate increases, policy cancellations) with care.
A collaborative team player with strong initiative, adaptability, and resilience in a fast-paced environment.
Why Join Us? (Benefits)
Compensation: 💰 Competitive salary based on experience + additional commission earning opportunities.
Work-Life Balance:
Schedule: Monday to Friday, 9:00 AM – 4:30 PM.
Minimum 3 weeks paid vacation + paid wellness time.
Birthday off.
Paid volunteer day per year.
Hybrid Flexibility: Initial onboarding requires in-person work for 3–6 months, followed by hybrid flexibility (up to 2 days work-from-home).
Health & Wellness:
Comprehensive prescription benefits + $2,000 Health Spending Account (HSA).
$200 annual wellness bursary.
Professional Growth:
In-house growth programs, mentorship, and career advancement support.
Educational reimbursement for insurance-related courses (such as CAIB, subject to approval).
Perks & Environment: Supportive, innovative, and collaborative team culture.
Additional Information:
Hours: Standard full-time office hours (35 hours/week).
Work Environment: Collaborative, supportive, and professional.
Journal
Only you can see this. Kept on this device, and in your account when you sign in.