Personal Lines Account Manager


Richardson Executive Search

Personal Lines Account Manager Burnaby, British Columbia

Please submit your resume directly to Abbie Black via email at or call Abbie directly at 780-944-1123.

The Opportunity

Our client, a family owned insurance brokerage with 8 locations is one of the largest privately held construction brokerages in Western Canada and is seeking an experienced and outgoing Personal Lines Account Manager to join their office in Burnaby, British Columbia. The Personal Lines Account Manager will have a minimum of 2 years of experience working in personal lines. The ideal candidate will be motivated with a strong work ethic and also enjoy having fun at work!

Key Account Responsibilities and Functions

  • Provide a high standard of customer service by providing insurance needs assessments, reviews and advice to new and existing clients.
  • Ensure thorough and accurate file documentation, sound procedure workflow, and appropriate placement of business within our available markets as per company policies and the client’s needs.
  • Proactively seek the opportunity to cross-sell other lines of business and develop clients into ‘total account’ clients, as well as, refer personal lines clients to our commercial insurance department as the opportunities present themselves.
  • Develop and maintain a high level of education and understanding of all products and services offered by the various insurance markets we have access to.
  • Develop and maintain strong working relationships with the underwriting, marketing and claims personnel at the insurance companies we have access to.
  • Perform full coverage renewal review contact with our clients prior to their upcoming renewal.
  • Ongoing professional advancement through training courses, seminars, and educational academies put on by our insurance market partners.
  • Other responsibilities as required

Required Skills and Qualifications

  • Level 2 General Insurance License in good standing in BC.
  • 2 years of personal lines experience preferably in a brokerage.
  • Experience with Applied Epic considered an asset.
  • You will be highly organized, a self starter and have a friendly professional demeanor.
  • Have excellent verbal and written communication skills.

Please submit your resume directly to Abbie Black via email at or call Abbie directly at 780-944-1123.

Tagged as: Personal Lines Account Manager