Personal Lines Account Manager

Our insurance brokerage client is currently seeking to add an experienced personal lines professional to their Kingston office as an Account Manager. This a great opportunity for personal lines professionals who enjoy selling and servicing clients in a tight-knit community.

Benefits & Perks

• Base salary of $50,000 to $57,000 depending on experience
• Commission on new business you write
• Annual bonus with a consistent record of paying out
• 3 weeks vacation + 10 paid sick days + personal days
• Education reimbursement for professional development
• Opportunity to grow and move into different offices
• Lots of internal training, learning, and leadership development programs

Responsibilities

• Provide timely responses to phone, email, and fax inquiries while maintaining excellent customer service
• Conduct renewal reviews, offer recommendations, obtain comparison quotes, and remarket policies when appropriate
• Maintain full awareness of client accounts and actively pursue cross-selling and upselling opportunities
• Process renewals, policy changes (endorsements), and claims efficiently
• Serve as a technical resource for Personal Lines staff and support onboarding of new team members
• Handle change requests and transactions using EPIC and insurer portals as needed
• Review and invoice endorsements and, when required, renewal transactions
• Generate in-house endorsements and new business submissions through insurer portals as needed
• Finalize and release renewals after making necessary adjustments
• Upload and organize client documents in EPIC
• Provide quotes for cross-sell and upsell opportunities
• Issue pink slips and handle other administrative tasks as required
• Prepare documents for new business, including forms needing client signatures
• Order and manage reports such as MVRs, Autoplus, and HITS

Qualifications

• Minimum 2 to 3 years of home and auto insurance servicing experience
• Active RIBO License
• EPIC knowledge is a huge plus
• Experience dealing with clients via different channels (Phone, email, Walk-ins, etc.)
• Excellent communication and rapport building skills

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.