"Licensed" Registered Insurance Broker - Personal Lines Manager with Experience

Brampton, ON

Personal Lines Manager

As a Personal Lines Manager, you play a critical role in the efficient functioning of an insurance office. Your responsibilities span various areas, ensuring smooth operations, compliance, and client satisfaction. Let’s break down the key aspects of your role: As a Personal Lines Manager, your role is pivotal in maintaining operational excellence, client satisfaction, and adherence to industry standards.


You Require the following:

Leadership and Team Management:

  • Lead the Head Office Personal Insurance service team.
  • Support clients and team members regarding new business, endorsements, claims, and the renewal process.
  • Assist in complex cases and escalations.
  • Provide leadership, guidance, mentorship, and coaching to all staff to maintain quality and performance standards.

Client Relationship Management:

  • Build and maintain strong relationships with clients.
  • Provide consistent, accurate, and timely communication through verbal and written correspondence.
  • Conduct face-to-face meetings with clients as necessary.
  • Inform and educate clients about coverage, exclusions, and exposures.

Compliance and Process Management:

  • Implement and manage office policies and procedures to ensure compliance with insurance laws and regulations.
  • Oversee financial management tasks, including budgeting, forecasting, and timely billing and premium collection.
  • Analyze operational data and reports to identify trends and implement strategic improvements in office efficiency and service delivery.

Business Relationships and Growth:

  • Develop and maintain business relationships with clients, insurance carriers, and other stakeholders.
  • Support business growth by fostering positive relationships.
  • Coordinate with insurance agents and brokers to facilitate claims processing, underwriting, and policy issuance.

Training and Development:

  • Train and supervise new insurance brokers joining the team.
  • Facilitate professional development for staff.
  • Ensure that brokers understand and adhere to general underwriting guidelines.

Qualifications and Skills:

  • Several years of experience in personal lines insurance.
  • Strong leadership abilities with a minimum of 7 years of leadership experience.
  • Familiarity with insurance laws, regulations, and underwriting principles.
  • Ability to build and maintain positive relationships with clients and stakeholders.




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