Personal Lines Insurance Broker

7 days ago

Ottawa, ON, Canada Impact Recruitment Full-time

Personal Lines Insurance Brokers can manage client portfolios remotely while applying coverage knowledge and relationship-building skills. Protect retention through responsive, accurate service.

This brokerage role suits an experienced personal lines professional with an Alberta Level 1 or 2 license. You will manage renewals, endorsements, policy maintenance, documentation, and follow-up. The position also supports cross-selling, referrals, and growing exposure to small commercial accounts.

Key Responsibilities:

  • Own renewals, endorsements, and personal lines policy maintenance
  • Process requests accurately and document client interactions
  • Explain coverage, options, and next steps clearly
  • Use Epic and carrier portals to maintain service levels
  • Support retention through proactive touchpoints and problem-solving

Requirements:

  • Alberta Level 1 or 2 insurance license
  • Experience servicing personal lines brokerage clients
  • Strong organization and time management in high-volume service
  • Comfort with portals and documentation standards
  • Professional, client-first communication under pressure

Apply personal lines servicing, coverage communication, and retention skills while supporting clients and identifying cross-selling opportunities.