Senior Personal Lines Account Manager / CSR

Senior Personal Lines Account Manager / CSR

Location:Vaughan, ON (On-Site)

Job Type:Permanent, Full-Time

Compensation:$65,000 - $76,000 annually

Schedule:Monday to Friday, Day Shift

Worklynx Recruitment Inc. is currently hiring a Senior Personal Lines Account Manager / Customer Service Representative (CSR) for one of our clients located in Vaughan.

About the Role

Our client, a well-established insurance brokerage, is seeking an experienced Personal Lines Account Manager / CSR to join their growing team. This position is ideal for a licensed insurance professional who enjoys delivering exceptional client service, managing client relationships, and working within a fast-paced brokerage environment. This is a service-focused role with no direct sales responsibilities.

Key Responsibilities

• Manage and service a portfolio of Personal Lines insurance clients
• Handle policy changes, endorsements, renewals, and client inquiries
• Provide outstanding customer service while maintaining strong client relationships
• Work with multiple insurance carriers and company portals
• Accurately maintain client records and policy documentation
• Review coverage options and provide appropriate recommendations based on client needs
• Collaborate with internal team members to ensure timely and efficient service delivery
• Prioritize and manage multiple tasks in a fast-paced brokerage environment

Qualifications & Experience

Required:

• Active RIBO License, or OTL License with willingness to obtain RIBO
• Minimum 5 years of Personal Lines insurance experience
• Previous experience working within an insurance brokerage environment
• Strong verbal and written communication skills
• Excellent customer service and relationship-building abilities
• Strong organizational, time management, and problem-solving skills
• Proficiency with Microsoft Office applications
• High attention to detail and accuracy

Preferred:

• Experience using EPIC Broker Management System
• Experience with Applied Rating
• Familiarity with insurance company portals
• College Diploma or University Degree
• CAIB, CPIB, or CIP designation (or currently working toward one)

Hiring Process Disclosure

Applications will be reviewed as part of our recruitment and selection process.

Artificial intelligence (AI) tools will not be used to screen, assess, or select applicants for this position. All applications will be reviewed by a member of our recruitment team.

By applying, you agree to be added to our talent pool and may be contacted for a general screening as new positions arise.

Equal Opportunity & Accessibility

Worklynx Recruitment Inc. and our clients are committed to providing equal employment opportunities in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). Accommodations are available upon request throughout the recruitment process.

Company Description

Worklynx Recruitment Inc. partners with employers to place skilled talent in contract and permanent roles across Ontario. This job posting is for a current vacancy with our client.