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Personal Lines Account Manager

Company

Job Born

Location

Ottawa, Ontario

Posted

March 23, 2026

Position Overview

As a proudly independent brokerage with deep roots in Eastern Ontario and Western Quebec, our client believes in personal service, honest conversations, and showing up when it counts.Β 


Job Description


Build lasting long-term business relationships by developing trust and providing consistent personalized financial service to meet client needs. Provide potential and existing clients with professional advice and financial solutions to reach their goals. Maintain quality relationships with all clients by educating them on insurance matters and providing well-rounded advice based on individual needs. Identify growth opportunities and generate referrals in order to grow your business.

Role and Responsibilities

  • Collect client payments

  • Draft written correspondence including emails, memos, and letters

  • Attend to and follow up on emails and phone calls

  • Print email correspondence and attach to client fi...
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