Job Description

Looking for a motivated account manager with 3 years of personal lines insurance experience.  My client is a well-respected mid-sized brokerage that is experiencing lots of growth and looking to add to their team.  They offer a competitive salary, great work environment, and opportunities for growth.


  • Handle incoming client requests promptly and efficiently
  • Uphold service standards to all clients
  • Front line u/w for existing and new client files
  • Super-qualify prospective clients
  • Provide premium estimates & provide best “solution” for clients & prospects
  • Complete application process for new clients
  • Remarketing of existing accounts, where necessary
  • Document account changes in client file
  • Complete renewal applications and order reports
  • Send all required documentation to clients
  • Promote account-rounding with clients
  • Promote cross-selling & up-selling opportunities
  • Proactively strive to develop accounts with incoming/outgoing calls & clients visits
  • Complete customer-satisfaction calls


  • Current RIBO license
  • Working knowledge of  The Agency Manager (TAM) system
  • Working knowledge of MS Office - Word, Excel, and Outlook
  • Strong customer service experience (i.e. 3+ years’ experience as Personal Lines CSR)
  • High performance team player
  • Positive & outgoing attitude
  • Excellent verbal & written communication skills
  • Strong attention to detail & accuracy
  • Excellent organization skills
  • Ability to manage multiple tasks, and follow-up on uncompleted tasks in a timely manner

Compensation:  Competitive base salary, benefits, pension

Interested candidates please contact Maurice Reichberg at 416.868.6711 x.232 or forward your resume in confidence to  If you are working with another DGA recruiter, feel free to ask them about this position.

Founded in 1986, DGA Careers specializes in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. DGA Careers assists qualified professionals in claims, underwriting, sales, customer service, and more, connect with the Canadian insurance industry at all levels. We endeavour to respond to each applicant in a timely manner.

Job Posting Details

Job Type


Market Segment


Company Type

Insurance Agency

Languages Required


Education Required


Minimum Experience Required

3 to 4 Years