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Personal Lines Account Manager - Insurance Broker (CSR) - job post

Preferred Insurance
London, ONTemporarily remote
$40,000–$55,000 a year - Permanent, Full-time

Job details

Here’s how the job details align with your profile.


  • $40,000–$55,000 a year

Job type

  • Permanent
  • Full-time

Shift and schedule

  • Day shift

Pulled from the full job description

  • Casual dress
  • Company events
  • Dental care
  • Disability insurance
  • Extended health care
  • Flexible schedule
  • Life insurance

Full job description

Preferred Insurance are 3-Time Winners of Our London Reader’s Choice Award for Best Insurance Provider and a National Award Winner from Insurance Business Canada for the CNA Canada Award for Outstanding Philanthropy and Community Service. We are actively looking for some amazing people to join our winning team. If you have a great attitude, a desire to provide exceptional client experience and the ability to be a fantastic Team Member, we want you!

There is potential to work out of any of our 3 offices – London / Glencoe / Chatham

Responsibilities include:

  • Maintaining an existing portfolio
  • Maximizing client retention
  • Supporting existing Team Members
  • Follow set procedures and processes
  • Working on company portals and within our Brokerage Management System (TAM) to service and process client requests/changes
  • Resolving client concerns and complaints while ensuring Service Excellence Standards are met
  • Respond to inbound telephone inquiries
  • Prompt response to all customer inquiries by providing effective and efficient customer service verbally, written and/or electronic communication form
  • Ability to clearly explain coverage and limits to clients while making recommendations to their ever changing needs
  • Conduct customer file reviews and ensure accuracy
  • Able to work independently and as a Team
  • Achieve performance objectives


  • RIBO licensed
  • Personal Lines Account Management (1 yr minimum/3+ yrs preferred)
  • Strong customer service skills
  • Proficient in Microsoft Office


  • Competitive salary
  • Group benefits plan (health, dental, long term disability, life)
  • Vacation and paid time off
  • Performance Bonus Plan

Preferred Insurance Group is a leader in the Independent Insurance Brokerage Industry, providing a full range of insurance products to suit your needs and requirements. We’re comprised of a dedicated staff with over 200 years combined experience and a common goal of providing the very best service to our many valued clients. Partnered with a host of outstanding insurance companies, we offer a wide variety of insurance products and options combined with our independent advice and personal touch.

More than a name. We are Preferred.

Job Type: Full-time

Job Types: Full-time, Permanent

Salary: $40,000.00-$55,000.00 per year


  • Casual dress
  • Company events
  • Dental care
  • Disability insurance
  • Extended health care
  • Flexible schedule
  • Life insurance
  • On-site parking
  • Paid time off
  • Work from home


  • Day shift

Supplemental pay types:

  • Bonus pay
  • Commission pay

Work remotely:

  • Temporarily due to COVID-19
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