Job Description

My client is a unique brokerage looking for an Assistant Account Manager in personal lines. This position will be responsible for assisting account executives and producers by handling transaction-oriented processes and workflows for clients. Maintain orderly client files and complete EPIC utilization according to agency workflows and procedures

Position: Assistant Account Manager

Location: Newmarket, ON (Possibility to work from home post Covid)


  • Issue certificates of insurance and evidences (renewals and midterm)
  • Issue endorsement binders to carriers or via carrier website
  • Prepare applications as needed
  • Prepare proposals, loss summaries and other spreadsheets
  • Send out applications to the marketplace– via email or carrier centralized email address or website
  • Request loss runs
  • Input/update policy information in EPIC
  • Follow up on policies, endorsements, etc. to carriers
  • Policy checking
  • Online endorsement processing and/or application submission
  • Cover letters for routine endorsements. 
  • Run MVRs
  • Schedules of insurance
  • Take calls from car dealers for vehicle changes
  • Create & update Excel spreadsheets


  • 1 or more years of insurance experience preferred
  • High School diploma
  • EPIC experience is preferred
  • Proficient with Microsoft products
  • Able to work independently and enjoy a high degree of interaction with team members
  • Strong oral and written communication skills
  • Detail oriented, highly organized individual with the ability to meet
  • The ability to multi task, prioritize, work independently
  • Ability to maintain a professional demeanor and positive attitude

Compensation: Competitive Salary, Benefits, Education Reimbursement and unique vacation allotment.

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.


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.

Job Posting Details

Job Type


Market Segment

Property Casualty Insurance

Company Type

Recruiting Consultants

Education Required

Secondary School Diploma

Minimum Experience Required

1 to 2 Years