Personal Lines Account Manager

Personal Lines Account Manager

Location: Stony Plain, Alberta (In Office)

Employment Type: Full-Time

Our client is a growing, client-focused insurance brokerage seeking an experienced Personal Lines Account Manager to join their in-office team. This role is ideal for a relationship-driven insurance professional who takes pride in delivering exceptional service, building long-term client relationships, and acting as a trusted advisor for personal insurance needs.

The successful candidate will manage an established portfolio of personal lines clients and play a key role in renewals, coverage reviews, policy servicing, and client retention.

Key ResponsibilitiesClient Service & Retention

• Manage a portfolio of personal lines clients, providing high-quality day-to-day service
• Conduct proactive renewal reviews and recommend appropriate coverage enhancements
• Act as a trusted advisor by providing clear guidance on policy changes, coverage options, and claims processes
• Build long-term client relationships with a customer-first mindset

Sales & Growth (Existing Accounts)

• Identify cross-sell and upsell opportunities within existing accounts
• Support brokerage retention and growth targets through proactive client engagement

Policy Administration & Compliance

• Process endorsements, renewals, cancellations, and new applications accurately and efficiently
• Ensure client files are compliant with brokerage procedures and industry standards
• Maintain accurate documentation and timely follow-up

Collaboration & Market Engagement

• Maintain up-to-date knowledge of insurer products, underwriting guidelines, and market trends
• Work closely with insurance carrier partners to secure competitive solutions for clients
• Support team members during peak workload periods
• Participate in team meetings, training, and continuous improvement initiatives

Qualifications & Experience

• Minimum 3 years' experience in Personal Lines Insurance Account Management
• Level 1 General Insurance License (Alberta) required (Level 2 preferred)
• Strong knowledge of personal lines products (home, auto, condo, tenant, recreational, etc.)
• Exceptional communication and interpersonal skills
• Highly organized with strong attention to detail
• Proven ability to manage multiple priorities in a fast-paced environment
• Experience with broker management systems (EPIC is an asset)
• Completion of or progress toward CAIB, CIP, CRM, or similar designations is preferred

Why Join This Brokerage

• Competitive base salary
• Comprehensive health and dental benefits
• Paid continuing education and licensing support
• Opportunities for long-term career growth
• Supportive, collaborative, and team-oriented culture
• Stable, in-office work environment with a strong client service focus

Apply Now

This Personal Lines Account Manager position is well suited for experienced insurance professionals with a background in personal insurance account management, policy servicing, renewals, endorsements, and client relationship management. Candidates with Alberta general insurance licensing, experience advising on home, auto, condo, and tenant insurance products, and familiarity with broker management systems such as EPIC will find this role aligned with their expertise. This opportunity is ideal for individuals seeking a stable, client-facing insurance role within a growing brokerage that values accuracy, professionalism, and long-term client care.

Job Types: Full-time, Permanent

Pay: $62,000.00-$70,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Vision care

Application question(s):

• Do you currently hold a valid Alberta General Insurance License (Level 1 or Level 2)? Please list all that apply
• Do you have 3+ years of direct experience do you have managing personal lines insurance accounts?
• Do you have hands-on experience servicing personal lines policies such as home, auto, condo, and tenant insurance?
• This is a full-time, fully in-office position in Stony Plain, Alberta. Are you able to commit to working on-site?
• Do you have experience processing endorsements, renewals, cancellations, and new business applications independently?
• Are you comfortable managing an assigned book of business and proactively engaging clients for renewals and coverage reviews?

Work Location: In person