Job Description

Personal Lines Account Manager

BIG Alta Vista is seeking an experienced Personal Lines Account Manager to join our team. An Account Manager is a licensed Service Broker who is responsible for delivering a high level of customer service excellence to our clients, and spearhead customer retention efforts by conducting client reviews, remarketing policies at renewal, processing policy service requests, and endorsement changes. This role requires a relationship-oriented individual with strong organizational, time management, customer service, and analytical skills. You will need to be comfortable working with technology in a digital environment. This role will involve customer facing interactions with an emphasis on telephone & email communications, and virtual meetings.

Who We Are:

BIG Alta Vista is a full-service brokerage offering a one-stop shop for our clients' auto, home, business, life, and travel insurance needs. Our motto is

Expertise You Can Trust. Exceptional Service You Can Rely On. We aim to make the insurance process simple, informative, transparent, and easy to understand. We are a tight-knit, diverse and inclusive team located in Ottawa. Launched in 2022, We have been recognized on Insurance Business Canada's Top Brokerages list, won 2 brokerage Service Excellence Awards in 2023, and voted Best Insurance Brokerage by the Best In Ottawa website for 2024 and 2025.

Why Work for Us:

Base salary + annual performance bonuses 3 weeks' vacation per year. 4 days annually to volunteer with a community organization of your choice. Enjoy your Birthday off on us! People-focused company culture Flexible work environment (in-office or hybrid) Flexible work schedules and hours to accommodate a work/life balance. Unbeatable market access to help you find the best coverage for your clients. Access to exclusive training through BIG University Multiple career advancement paths within our brokerage to choose from State-of-the-art tools and resources that are designed to make you work faster & smarter.

Requirements & Qualifications:

Must have

RIBO license. 3+ years' experience in the insurance industry as a Personal Lines Account Manager. Degree in any discipline from a recognized Canadian University or Insurance Diploma from a College. Exceptional written and oral communication skills in English. Experience using Powerbroker and Applied Rating Systems software. Reside in the Greater Ottawa area.

Nice-to-have

CAIB, CIP, FCIP or similar professional designations are an asset. Personal Lines Underwriting or Sales experience is an asset. Fluency in other languages is an asset.

Responsibilities:

Support the sales brokers while providing a superior level of service Administer, support and complete policy changes within our company partners' portals and websites. Review policies and recommend coverages based on clients' needs. Deliver an exceptional customer experience every time. Adhere to the underwriting criteria set out by our broker partners. Comply with market underwriting guidelines as well as company policies and standards. Ensure appropriate forms and other policy requirements are completed. Co-ordinate and follow up on client documents and payments. Consistently achieve monthly service quality targets. If you enjoy occasionally selling policies, we encourage you to do so and compensate you for it.

Our BIG brokers are the best in business. Does this look like you?

You are a person of integrity and know how to maintain a high level of discretion. You have a friendly disposition, cheerful voice and Service-oriented approach to everything you do. You are a people person who enjoys talking to others and is not afraid to make new connections. You genuinely want to help people and have great listening skills. You Think BIG. Growth & finding ways to challenge yourself to be better is in your DNA. You are resilient, adaptable & embrace change. You are a team player but also work well independently. You are professional and polite especially in tough situations. You are technology-savvy and comfortable working in a digital environment with powerful AI tools. You work well under pressure, tight timelines and high stakes. You have earned a reputation of providing superior customer service while exceeding retention targets. You enjoy no day looking the same, can multitask and bring order to chaos with ease. You have extraordinary attention to detail and self-identify as hyper-organized. You value the opportunity to earn additional income from sales commissions and bonus incentives. You take care of others and support your colleagues, clients & communities.

Salary Range:

This is a Salaried position which also provides bonus incentives for new business and renewals Base salary starting at $48,000 per annum, paid monthly. Bonus incentives for achieving service quality targets (e.g. retention and loss ratios) Commission earned for first-year new business sales.

#Workwolf