Personal Lines Account Manager-Insurance Industry!

Our client is a well known and reputable company in the insurance industry. We are looking for a RIBO licenced Account Manager to join our client’s personal lines team in Ottawa. As an Account Manager, you are responsible for servicing all aspects of an assigned book of business with the goal of surpassing the client’s expectations and achieving a high level of customer satisfaction.

You will play an integral part in servicing their existing clients within your alpha split. It’s both a challenging and rewarding role. A keen, service driven person who can’t help but make sure the customer is happy is our ultimate contender. This position is ideal for someone who works independently, thinks outside the box and is super organized. With a great work-life balance, you will have a career opportunity to grow with your team and our client’s firm.

Key responsibilities:

  • Provide exceptional customer service to clients; resolve any customer concerns or complaints. Assist clients by offering professional advice and financial solutions to reach their goals.
  • Work directly with the Account Executives and ensure the lines of communication are constantly open.
  • Answer any questions related to company policies.
  • Conduct policy renewals with clients as warranted and discuss any required changes to be made to existing policies.
  • Review policy documentation for accuracy and completeness.
  • Have a strong understanding of our client’s products and offerings.
  • Identify cross-selling and upselling opportunities.
  • Other duties as required.

Education and Requirements:

  • Registered Insurance Brokers of Ontario License (RIBO) licensed.
  • 2-3 years minimum personal lines experience.
  • Excellent communication skills both oral and written.
  • Strong customer service skills.
  • Organizational and time management skills.
  • Ability to multi-task.
  • Strong problem-solving skills.
  • Have a positive attitude and strong work ethic.

While we appreciate all inquiries, only qualified candidates will be contacted.  Please forward resumes to Megan Newell at Summit Search Group

Summit Search Group is a fair and equitable search firm. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.

Job ID



Ottawa, ON




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Position Applying For:

Personal Lines Account Manager-Insurance Industry!

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